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 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-233- 3.75% |
$44.9K - $54.3K
|
5.98K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.13% |
$578 - $700
|
2.37K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-370- 1.28% |
$71.3K - $86.3K
|
28.5K
$6.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.9KNew |
$6.15M - $7.45M
|
31.9K
$6.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
44+ 2.57% |
$8.47K - $10.3K
|
1.75K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
140+ 7.8% |
$27K - $32.6K
|
1.94K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-32- 0.65% |
$6.16K - $7.46K
|
4.89K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 1350.0% |
$5.2K - $6.3K
|
29
$6.14K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-410- 3.47% |
$79K - $95.6K
|
11.4K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.38K
$293K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-389- 9.61% |
$74.9K - $90.7K
|
3.66K
$774K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125New |
$24.1K - $29.2K
|
125
$26.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 6.63% |
$14.3K - $17.3K
|
1.04K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 1.91% |
$22.1K - $26.8K
|
6.14K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.01K- 63.84% |
$386K - $468K
|
1.14K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-92- 2.78% |
$17.7K - $21.5K
|
3.21K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
779+ 21.85% |
$150K - $182K
|
4.35K
$920K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 10.64% |
$5.78K - $7K
|
252
$53.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4- 0.16% |
$770 - $933
|
2.52K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
429+ 36.7% |
$82.6K - $100K
|
1.6K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
329+ 2.75% |
$63.4K - $76.7K
|
12.3K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-218- 23.85% |
$42K - $50.8K
|
696
$147K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 65.0% |
$7.51K - $9.09K
|
99
$21K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 45.03% |
$26.2K - $31.7K
|
438
$92.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
45+ 2.41% |
$8.67K - $10.5K
|
1.92K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
761+ 1.19% |
$147K - $177K
|
64.5K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-594- 31.83% |
$114K - $139K
|
1.27K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.7K- 2.45% |
$6.1M - $7.39M
|
1.26M
$267M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 0.65% |
$3.27K - $3.96K
|
2.62K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.59K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 7.91% |
$22.9K - $27.8K
|
1.62K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.56% |
$7.7K - $9.33K
|
7.06K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
597+ 5.03% |
$115K - $139K
|
12.5K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
370+ 12.84% |
$71.3K - $86.3K
|
3.25K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
591+ 3.07% |
$114K - $138K
|
19.8K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
115+ 6.4% |
$22.1K - $26.8K
|
1.91K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-94.7K- 48.57% |
$18.2M - $22.1M
|
100K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$8.47K - $10.3K
|
44
$9.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-150- 5.07% |
$28.9K - $35K
|
2.81K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.21% |
$4.04K - $4.9K
|
10.2K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 9.7% |
$391K - $473K
|
18.9K
$4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.44K- 12.63% |
$276K - $335K
|
9.93K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.62K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 7.78% |
$2.7K - $3.26K
|
166
$35.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-60- 2.56% |
$11.6K - $14K
|
2.28K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-12.1K- 65.5% |
$2.33M - $2.82M
|
6.38K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-252- 12.99% |
$48.5K - $58.8K
|
1.69K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.69K- 14.63% |
$1.67M - $2.03M
|
50.7K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
70+ 7.45% |
$13.5K - $16.3K
|
1.01K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
706+ 2.64% |
$136K - $165K
|
27.5K
$5.82M
|