Latest Institutional Transactions on Select Sector Spdr Consumer Di (XLY)
This table provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.89KNew |
$322K - $380K
|
1.89K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.15K- 11.72% |
$366K - $433K
|
16.2K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
628+ 13.65% |
$107K - $126K
|
5.23K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-67- 0.57% |
$11.4K - $13.5K
|
11.8K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-90- 3.39% |
$15.3K - $18.1K
|
2.56K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.82K- 5.98% |
$309K - $365K
|
28.5K
$6.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.11K- 14.97% |
$189K - $223K
|
6.32K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-27.2K- 88.47% |
$4.63M - $5.47M
|
3.55K
$832K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-555- 8.82% |
$94.4K - $111K
|
5.74K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-45- 3.46% |
$7.65K - $9.04K
|
1.26K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.31KNew |
$1.24M - $1.47M
|
7.31K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.65K+ 11.04% |
$620K - $733K
|
36.7K
$8.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.93K- 13.94% |
$669K - $790K
|
24.3K
$5.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-301- 10.19% |
$51.2K - $60.5K
|
2.65K
$622K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-336- 7.55% |
$57.1K - $67.5K
|
4.12K
$965K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.6KNew |
$1.46M - $1.73M
|
8.6K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.39K- 48.85% |
$747K - $882K
|
4.6K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-3K- 43.83% |
$510K - $603K
|
3.84K
$901K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-366- 10.45% |
$62.2K - $73.5K
|
3.14K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.84KNew |
$654K - $772K
|
3.84K
$901K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.87K- 13.57% |
$997K - $1.18M
|
37.4K
$8.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
142+ 9.66% |
$24.1K - $28.5K
|
1.61K
$378K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
172+ 9.54% |
$29.2K - $34.5K
|
1.97K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.27K+ 6.4% |
$216K - $255K
|
21.1K
$4.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12New |
$2.04K - $2.41K
|
12
$2.81K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.72K- 5.22% |
$462K - $546K
|
49.3K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.18K- 3.88% |
$200K - $236K
|
29.1K
$6.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-849- 28.48% |
$144K - $171K
|
2.13K
$500K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
8.55K+ 4.65% |
$1.45M - $1.72M
|
193K
$45.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 6.85% |
$38.8K - $45.8K
|
3.56K
$834K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
117+ 1.52% |
$19.9K - $23.5K
|
7.82K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70+ 6.24% |
$11.9K - $14.1K
|
1.19K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 0.93% |
$5.95K - $7.03K
|
3.75K
$878K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$264K - $312K
|
1.56K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-156- 6.34% |
$26.5K - $31.3K
|
2.31K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.48K- 70.88% |
$421K - $497K
|
1.02K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
918K+ 20782.38% |
$156M - $184M
|
922K
$216M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
198+ 6.58% |
$33.7K - $39.8K
|
3.21K
$751K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18- 0.27% |
$3.06K - $3.62K
|
6.57K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
399+ 1.5% |
$67.8K - $80.1K
|
27K
$6.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.5KNew |
$255K - $302K
|
1.5K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110New |
$18.7K - $22.1K
|
110
$25.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-788- 12.1% |
$134K - $158K
|
5.72K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
13+ 0.67% |
$2.21K - $2.61K
|
1.97K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.65K+ 30.98% |
$450K - $532K
|
11.2K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
3+ 0.08% |
$510 - $603
|
3.96K
$928K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.81KNew |
$307K - $363K
|
1.81K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-145- 1.47% |
$24.7K - $29.1K
|
9.73K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 19.0% |
$6.46K - $7.63K
|
238
$55.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60+ 1.9% |
$10.2K - $12.1K
|
3.21K
$753K
|