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 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.99K+ 5.53% |
$679K - $802K
|
76.2K
$17.8M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.7KNew |
$1.48M - $1.75M
|
8.7K
$2.03M
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.89% |
$9.69K - $11.4K
|
6.32K
$1.48M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 1.88% |
$197K - $233K
|
62.8K
$14.7M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-377- 15.46% |
$64.1K - $75.7K
|
2.06K
$482K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
738+ 1.83% |
$125K - $148K
|
41.1K
$9.6M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41+ 136.67% |
$6.97K - $8.24K
|
71
$16.6K
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-20- 0.67% |
$3.4K - $4.02K
|
2.96K
$692K
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
167+ 2.5% |
$28.4K - $33.5K
|
6.85K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-12- 0.93% |
$2.04K - $2.41K
|
1.28K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.03K+ 17.55% |
$175K - $207K
|
6.89K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-260- 8.32% |
$44.2K - $52.2K
|
2.87K
$669K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.16% |
$2.04K - $2.41K
|
1.05K
$245K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.17% |
$510 - $603
|
1.74K
$407K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.29K+ 13.4% |
$219K - $259K
|
10.9K
$2.55M
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
170+ 0.32% |
$28.9K - $34.1K
|
54.1K
$12.6M
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
61+ 0.39% |
$10.4K - $12.3K
|
15.8K
$3.69M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4- 0.24% |
$680 - $803
|
1.64K
$384K
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$180K - $213K
|
1.06K
$248K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
422New |
$71.8K - $84.8K
|
422
$98.6K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$170 - $201
|
1.15K
$268K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-35.8K- 19.66% |
$6.09M - $7.19M
|
146K
$34.2M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
87+ 10.14% |
$14.8K - $17.5K
|
945
$221K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-832- 35.78% |
$141K - $167K
|
1.49K
$349K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.05KNew |
$179K - $211K
|
1.05K
$245K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
839+ 2.0% |
$143K - $169K
|
42.8K
$10M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-565- 84.96% |
$96.1K - $113K
|
100
$23.4K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4.85K+ 139.01% |
$824K - $973K
|
8.33K
$1.95M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-234- 7.07% |
$39.8K - $47K
|
3.08K
$719K
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.06K- 8.51% |
$179K - $212K
|
11.3K
$2.65M
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.53K+ 13.32% |
$600K - $709K
|
30K
$7.01M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-29- 5.69% |
$4.93K - $5.82K
|
481
$112K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
710+ 2.77% |
$121K - $143K
|
26.3K
$6.15M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$1.19K - $1.41K
|
3.71K
$866K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
31New |
$5.27K - $6.23K
|
31
$7.24K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 2.29% |
$10.2K - $12.1K
|
2.56K
$599K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 0.92% |
$16K - $18.9K
|
10.3K
$2.4M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
377+ 11.83% |
$64.1K - $75.7K
|
3.56K
$832K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
79+ 3.35% |
$13.4K - $15.9K
|
2.44K
$569K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-157- 3.26% |
$26.7K - $31.5K
|
4.65K
$1.09M
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
144+ 0.42% |
$24.5K - $28.9K
|
34.3K
$8.01M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
54+ 2.21% |
$9.18K - $10.8K
|
2.5K
$584K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
983+ 6.38% |
$167K - $197K
|
16.4K
$3.83M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
235+ 0.7% |
$40K - $47.2K
|
34K
$7.94M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-155- 1.41% |
$26.4K - $31.1K
|
10.9K
$2.54M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-514- 2.28% |
$87.4K - $103K
|
22.1K
$5.15M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-48- 3.7% |
$8.16K - $9.64K
|
1.25K
$292K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $201
|
1.62K
$379K
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.01KNew |
$681K - $805K
|
4.01K
$936K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-15- 0.21% |
$2.55K - $3.01K
|
7.2K
$1.68M
|