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 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.8K+ 16.57% |
$670K - $831K
|
26.7K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-195- 1.91% |
$34.4K - $42.6K
|
10K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
36+ 0.55% |
$6.35K - $7.87K
|
6.55K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
312+ 3.65% |
$55K - $68.2K
|
8.86K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.87K- 50.69% |
$683K - $846K
|
3.77K
$885K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-314- 13.72% |
$55.4K - $68.6K
|
1.97K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-905- 2.81% |
$160K - $198K
|
31.3K
$7.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-117- 10.06% |
$20.6K - $25.6K
|
1.05K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
981New |
$173K - $214K
|
981
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.13K+ 4.73% |
$1.08M - $1.34M
|
136K
$31.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.99K- 2.01% |
$351K - $435K
|
97.1K
$22.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
936New |
$165K - $205K
|
936
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-438- 5.45% |
$77.2K - $95.7K
|
7.6K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.24K+ 8.91% |
$218K - $270K
|
15.1K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
162+ 1.23% |
$28.6K - $35.4K
|
13.3K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$183K - $227K
|
1.04K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.72K- 1.66% |
$833K - $1.03M
|
280K
$65.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.06KNew |
$187K - $232K
|
1.06K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.11K- 8.63% |
$549K - $681K
|
33K
$7.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
31+ 0.97% |
$5.47K - $6.78K
|
3.24K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.25K+ 40.29% |
$220K - $273K
|
4.35K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.33K+ 12.09% |
$586K - $727K
|
30.8K
$7.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
821+ 10.68% |
$145K - $179K
|
8.51K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.49K+ 46.61% |
$263K - $326K
|
4.69K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.01% |
$176 - $219
|
13.8K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.22K- 16.98% |
$214K - $266K
|
5.94K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.04KNew |
$183K - $227K
|
1.04K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-83- 12.28% |
$14.6K - $18.1K
|
593
$139K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.5K+ 67.23% |
$793K - $983K
|
11.2K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-8.32K- 10.36% |
$1.47M - $1.82M
|
72K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.04KNew |
$183K - $227K
|
1.04K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 7.96% |
$460K - $571K
|
35.4K
$8.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-49- 2.76% |
$8.64K - $10.7K
|
1.72K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-14- 0.44% |
$2.47K - $3.06K
|
3.2K
$752K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
39New |
$6.88K - $8.53K
|
39
$9.17K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-78- 1.08% |
$13.8K - $17.1K
|
7.14K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.29K+ 4.68% |
$405K - $501K
|
51.3K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.23K+ 9.2% |
$1.63M - $2.02M
|
110K
$25.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.52K- 10.99% |
$443K - $550K
|
20.4K
$4.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-979- 17.17% |
$173K - $214K
|
4.72K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.49% |
$5.11K - $6.34K
|
6.01K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
7+ 0.1% |
$1.23K - $1.53K
|
6.89K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-924- 29.77% |
$163K - $202K
|
2.18K
$513K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 18.47% |
$238K - $295K
|
5.95K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-220- 14.98% |
$38.8K - $48.1K
|
1.25K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.17KNew |
$383K - $475K
|
2.17K
$511K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 97.69% |
$2.54M - $3.15M
|
341
$80.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-560- 41.18% |
$98.8K - $122K
|
800
$188K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
179+ 1.79% |
$31.6K - $39.1K
|
10.2K
$2.39M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.19% |
$529 - $656
|
1.6K
$375K
|