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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
8.33K+ 181.53% |
$1.61M - $1.94M
|
12.9K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-48- 4.59% |
$9.24K - $11.2K
|
998
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
414+ 2.02% |
$79.7K - $96.5K
|
20.9K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 7.52% |
$14.8K - $18K
|
1.1K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-171- 0.48% |
$32.9K - $39.9K
|
35.7K
$7.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-73.2K- 98.17% |
$14.1M - $17.1M
|
1.36K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1K+ 571.43% |
$193K - $233K
|
1.18K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-249- 1.11% |
$48K - $58.1K
|
22.2K
$4.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-52- 3.81% |
$10K - $12.1K
|
1.31K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
67+ 6.25% |
$12.9K - $15.6K
|
1.14K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
629+ 2.27% |
$121K - $147K
|
28.3K
$6M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-36.2K- 99.97% |
$6.98M - $8.45M
|
10
$2.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
83+ 1.73% |
$16K - $19.4K
|
4.87K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-2.38K- 27.0% |
$458K - $554K
|
6.42K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
5.39KNew |
$1.04M - $1.26M
|
5.39K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.91K- 50.0% |
$946K - $1.15M
|
4.91K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-14- 0.81% |
$2.7K - $3.26K
|
1.73K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-45.7K- 4.71% |
$8.81M - $10.7M
|
926K
$196M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.44K+ 120.52% |
$469K - $568K
|
4.46K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.04K- 18.38% |
$199K - $241K
|
4.6K
$973K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.19K- 24.13% |
$228K - $276K
|
3.73K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9KNew |
$2.87M - $3.48M
|
14.9K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.2K- 15.94% |
$231K - $279K
|
6.32K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4+ 0.27% |
$770 - $933
|
1.47K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
21.1KNew |
$4.06M - $4.92M
|
21.1K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 42.97% |
$343K - $415K
|
5.92K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.43K+ 11.11% |
$275K - $333K
|
14.3K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.21% |
$1.54K - $1.87K
|
3.87K
$819K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.73KNew |
$333K - $403K
|
1.73K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-69- 5.21% |
$13.3K - $16.1K
|
1.26K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-464- 1.97% |
$89.4K - $108K
|
23K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-325- 1.62% |
$62.6K - $75.8K
|
19.7K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.34% |
$2.31K - $2.8K
|
3.47K
$734K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-87- 5.24% |
$16.8K - $20.3K
|
1.57K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 1.95% |
$19.1K - $23.1K
|
5.16K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
261+ 7.96% |
$50.3K - $60.9K
|
3.54K
$749K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-9- 0.45% |
$1.73K - $2.1K
|
2K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.46K- 18.17% |
$473K - $573K
|
11.1K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.74K+ 684.1% |
$721K - $873K
|
4.29K
$908K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
543+ 13.44% |
$105K - $127K
|
4.58K
$970K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73.8K+ 1976.95% |
$14.2M - $17.2M
|
77.5K
$16.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6.41K- 40.32% |
$1.23M - $1.49M
|
9.48K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
91+ 0.86% |
$17.5K - $21.2K
|
10.7K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-3.75K- 16.5% |
$722K - $875K
|
19K
$4.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
165+ 2.16% |
$31.8K - $38.5K
|
7.82K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.56K- 17.74% |
$494K - $598K
|
11.9K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
91+ 2.91% |
$17.5K - $21.2K
|
3.21K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
459+ 23.03% |
$88.4K - $107K
|
2.45K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-355- 19.27% |
$68.4K - $82.8K
|
1.49K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.06K- 6.83% |
$205K - $248K
|
14.5K
$3.07M
|