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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.79% |
$170 - $184
|
127
$25.4K
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-4.82K- 10.35% |
$819K - $890K
|
41.8K
$8.34M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-134- 1.13% |
$22.7K - $24.7K
|
11.7K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$4.79K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
209+ 1.14% |
$35.5K - $38.6K
|
18.6K
$3.7M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 4.51% |
$2.72K - $2.95K
|
371
$74.1K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.87K- 85.84% |
$317K - $344K
|
308
$61.5K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
31.4K+ 44884.29% |
$5.33M - $5.8M
|
31.5K
$6.29M
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
15+ 0.25% |
$2.55K - $2.77K
|
6.02K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 13.72% |
$201K - $219K
|
7.45K
$1.49M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
35+ 20.96% |
$5.94K - $6.46K
|
202
$40.3K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8+ 0.73% |
$1.36K - $1.48K
|
1.1K
$220K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 37.25% |
$3.23K - $3.5K
|
32
$6.39K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-80- 33.47% |
$13.6K - $14.8K
|
159
$31.7K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-125- 0.49% |
$21.2K - $23.1K
|
25.2K
$5.03M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-820- 3.52% |
$139K - $151K
|
22.5K
$4.49M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.45% |
$170 - $184
|
225
$44.9K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-65- 10.03% |
$11K - $12K
|
583
$116K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 2.24% |
$4.58K - $4.98K
|
1.18K
$236K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 3.65% |
$9.17K - $9.96K
|
1.42K
$284K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
5.69K+ 5.2% |
$966K - $1.05M
|
115K
$23M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
626+ 52.56% |
$106K - $115K
|
1.82K
$363K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 6.58% |
$17K - $18.4K
|
1.42K
$283K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.7KNew |
$459K - $499K
|
2.7K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22.8K- 91.06% |
$3.87M - $4.2M
|
2.24K
$447K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-360- 0.29% |
$61.1K - $66.4K
|
124K
$24.8M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-762- 30.06% |
$129K - $141K
|
1.77K
$354K
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-151- 1.44% |
$25.6K - $27.9K
|
10.3K
$2.06M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11KNew |
$189K - $205K
|
1.11K
$222K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
473+ 5.81% |
$80.3K - $87.2K
|
8.62K
$1.72M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
332+ 3.71% |
$56.4K - $61.2K
|
9.29K
$1.85M
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10.7K- 8.83% |
$1.82M - $1.98M
|
111K
$22.1M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-496- 21.58% |
$84.2K - $91.5K
|
1.8K
$360K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
550+ 30.14% |
$93.4K - $101K
|
2.38K
$474K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.23K+ 16.34% |
$208K - $226K
|
8.72K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.22K- 91.5% |
$376K - $409K
|
206
$41.1K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-254- 1.38% |
$43.1K - $46.9K
|
18.2K
$3.63M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-7.93K- 14.64% |
$1.35M - $1.46M
|
46.2K
$9.23M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
766+ 15.04% |
$130K - $141K
|
5.86K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61- 1.36% |
$10.4K - $11.3K
|
4.42K
$881K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43K- 58.29% |
$7.3M - $7.94M
|
30.8K
$6.15M
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-925- 45.34% |
$157K - $171K
|
1.12K
$223K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.04% |
$4.24K - $4.61K
|
1.2K
$239K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-143- 5.06% |
$24.3K - $26.4K
|
2.68K
$535K
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-261- 0.6% |
$44.3K - $48.1K
|
43.2K
$8.62M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-37.8K- 70.22% |
$6.42M - $6.97M
|
16K
$3.2M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
287+ 2.81% |
$48.7K - $52.9K
|
10.5K
$2.09M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.89KNew |
$1.51M - $1.64M
|
8.89K
$1.78M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
483+ 2.7% |
$82K - $89.1K
|
18.4K
$3.66M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 0.28% |
$1.87K - $2.03K
|
3.92K
$782K
|