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 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
33New |
$5.82K - $7.21K
|
33
$7.76K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8- 0.21% |
$1.41K - $1.75K
|
3.86K
$908K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-33- 3.31% |
$5.82K - $7.21K
|
965
$227K
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-555- 8.97% |
$97.9K - $121K
|
5.63K
$1.32M
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-1- 0.04% |
$176 - $219
|
2.25K
$528K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
175+ 10.45% |
$30.9K - $38.3K
|
1.85K
$435K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.26K- 26.07% |
$575K - $713K
|
9.25K
$2.17M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.36K- 3.24% |
$417K - $517K
|
70.5K
$16.6M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.4K+ 3.05% |
$6.78M - $8.4M
|
1.3M
$305M
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.69KNew |
$298K - $369K
|
1.69K
$397K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-42- 53.16% |
$7.41K - $9.18K
|
37
$8.7K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
310KNew |
$54.7M - $67.8M
|
310K
$72.9M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-652- 28.23% |
$115K - $143K
|
1.66K
$390K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$1.23K - $1.53K
|
1.63K
$382K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 0.98% |
$6.17K - $7.65K
|
3.52K
$828K
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-63- 1.0% |
$11.1K - $13.8K
|
6.25K
$1.47M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
302+ 1.97% |
$53.3K - $66K
|
15.6K
$3.67M
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.25KNew |
$397K - $492K
|
2.25K
$529K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.24% |
$529 - $656
|
1.26K
$296K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-446- 23.05% |
$78.6K - $97.5K
|
1.49K
$350K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9- 0.44% |
$1.59K - $1.97K
|
2.03K
$477K
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-259- 0.44% |
$45.7K - $56.6K
|
59K
$13.9M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.17K- 7.72% |
$383K - $475K
|
25.9K
$6.1M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 8.57% |
$401K - $497K
|
28.8K
$6.77M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 20.33% |
$8.82K - $10.9K
|
196
$46.1K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
110+ 9.56% |
$19.4K - $24K
|
1.26K
$296K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
15+ 0.15% |
$2.65K - $3.28K
|
10.1K
$2.37M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-237- 0.7% |
$41.8K - $51.8K
|
33.6K
$7.91M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
44.9KNew |
$7.91M - $9.81M
|
44.9K
$10.5M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
81+ 1.27% |
$14.3K - $17.7K
|
6.46K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
716New |
$126K - $157K
|
716
$168K
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
5.68KNew |
$1M - $1.24M
|
5.68K
$1.33M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.42K- 87.89% |
$1.48M - $1.84M
|
1.16K
$273K
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-435- 2.96% |
$76.7K - $95.1K
|
14.3K
$3.35M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-30- 1.23% |
$5.29K - $6.56K
|
2.4K
$565K
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
121+ 0.19% |
$21.3K - $26.4K
|
64.7K
$15.2M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-137- 0.76% |
$24.2K - $29.9K
|
17.9K
$4.21M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 4.82% |
$1.94K - $2.4K
|
239
$56.2K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 9.43% |
$4.06K - $5.03K
|
221
$52K
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-423- 99.53% |
$74.6K - $92.5K
|
2
$470
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-43- 10.78% |
$7.58K - $9.4K
|
356
$83.7K
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-110- 22.73% |
$19.4K - $24K
|
374
$87.9K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
50+ 0.39% |
$8.82K - $10.9K
|
12.9K
$3.04M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62+ 92.54% |
$10.9K - $13.6K
|
129
$30.3K
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
95+ 5.21% |
$16.8K - $20.8K
|
1.92K
$451K
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
3+ 0.2% |
$529 - $656
|
1.51K
$355K
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
271+ 1.37% |
$47.8K - $59.2K
|
20.1K
$4.73M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-140- 5.04% |
$24.7K - $30.6K
|
2.64K
$620K
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-754- 34.62% |
$133K - $165K
|
1.42K
$335K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
785+ 10.06% |
$138K - $172K
|
8.59K
$2.02M
|