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 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-174- 6.38% |
$29.5K - $32.1K
|
2.56K
$510K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.75K- 1.8% |
$297K - $323K
|
95.3K
$19M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.46K+ 0.26% |
$588K - $638K
|
1.36M
$272M
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-54- 68.35% |
$9.17K - $9.96K
|
25
$4.99K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.2% |
$170 - $184
|
513
$102K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-481- 7.1% |
$81.7K - $88.7K
|
6.29K
$1.26M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.14K- 14.73% |
$194K - $211K
|
6.61K
$1.32M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-35.2K- 29.26% |
$5.98M - $6.5M
|
85.2K
$17M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-116- 2.34% |
$19.7K - $21.4K
|
4.84K
$966K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
852+ 10.29% |
$145K - $157K
|
9.13K
$1.82M
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$170 - $184
|
1.38K
$276K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
67New |
$11.4K - $12.4K
|
67
$13.4K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-64- 3.28% |
$10.9K - $11.8K
|
1.89K
$377K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.82K+ 44.29% |
$1.16M - $1.26M
|
22.2K
$4.44M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
92+ 3.42% |
$15.6K - $17K
|
2.78K
$555K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-109- 16.64% |
$18.5K - $20.1K
|
546
$109K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-108- 3.47% |
$18.3K - $19.9K
|
3.01K
$600K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
632+ 11.86% |
$107K - $117K
|
5.96K
$1.19M
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.05K+ 11.18% |
$517K - $562K
|
30.3K
$6.05M
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-41- 1.37% |
$6.96K - $7.56K
|
2.96K
$590K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-460- 22.47% |
$78.1K - $84.8K
|
1.59K
$317K
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-157- 5.59% |
$26.7K - $29K
|
2.65K
$530K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
55+ 0.45% |
$9.34K - $10.1K
|
12.2K
$2.44M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-169- 1.25% |
$28.7K - $31.2K
|
13.4K
$2.67M
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
15+ 0.1% |
$2.55K - $2.77K
|
15.4K
$3.07M
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.13K- 3.63% |
$362K - $393K
|
56.6K
$11.3M
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.44K- 5.67% |
$414K - $450K
|
40.6K
$8.1M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
317+ 7.15% |
$53.8K - $58.5K
|
4.75K
$949K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 1.83% |
$2.89K - $3.14K
|
913
$182K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-295- 3.74% |
$50.1K - $54.4K
|
7.6K
$1.52M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 1.06% |
$4.92K - $5.35K
|
2.71K
$540K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 1.83% |
$7.98K - $8.67K
|
2.52K
$504K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-98- 3.27% |
$16.6K - $18.1K
|
2.9K
$578K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-13- 1.09% |
$2.21K - $2.4K
|
1.18K
$236K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-41- 10.62% |
$6.96K - $7.56K
|
345
$68.9K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
948+ 9.28% |
$161K - $175K
|
11.2K
$2.23M
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2+ 0.03% |
$340 - $369
|
6.02K
$1.2M
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20.4KNew |
$3.47M - $3.77M
|
20.4K
$4.08M
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-152- 0.46% |
$25.8K - $28K
|
33K
$6.6M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.25KNew |
$1.23M - $1.34M
|
7.25K
$1.45M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
360+ 8.8% |
$61.1K - $66.4K
|
4.45K
$889K
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.95K+ 122.52% |
$840K - $913K
|
8.99K
$1.8M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-26.5K- 12.6% |
$4.5M - $4.89M
|
184K
$36.7M
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
123+ 0.95% |
$20.9K - $22.7K
|
13.1K
$2.61M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-861- 8.75% |
$146K - $159K
|
8.97K
$1.79M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-119- 3.45% |
$20.2K - $21.9K
|
3.33K
$665K
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.23% |
$849 - $922
|
2.16K
$432K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$8.66K - $9.41K
|
51
$10.2K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.88K+ 8.66% |
$490K - $532K
|
36.2K
$7.23M
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.16KNew |
$196K - $213K
|
1.16K
$231K
|