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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 42.97% |
$343K - $415K
|
5.92K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.43K+ 11.11% |
$275K - $333K
|
14.3K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.21% |
$1.54K - $1.87K
|
3.87K
$848K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.73KNew |
$333K - $403K
|
1.73K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-464- 1.97% |
$89.4K - $108K
|
23K
$5.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-325- 1.62% |
$62.6K - $75.8K
|
19.7K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.34% |
$2.31K - $2.8K
|
3.47K
$760K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-87- 5.24% |
$16.8K - $20.3K
|
1.57K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-9- 0.45% |
$1.73K - $2.1K
|
2K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.46K- 18.17% |
$473K - $573K
|
11.1K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.74K+ 684.1% |
$721K - $873K
|
4.29K
$940K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
543+ 13.44% |
$105K - $127K
|
4.58K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73.8K+ 1976.95% |
$14.2M - $17.2M
|
77.5K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6.41K- 40.32% |
$1.23M - $1.49M
|
9.48K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
91+ 0.86% |
$17.5K - $21.2K
|
10.7K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-3.75K- 16.5% |
$722K - $875K
|
19K
$4.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
165+ 2.16% |
$31.8K - $38.5K
|
7.82K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.56K- 17.74% |
$494K - $598K
|
11.9K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
91+ 2.91% |
$17.5K - $21.2K
|
3.21K
$704K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
459+ 23.03% |
$88.4K - $107K
|
2.45K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-355- 19.27% |
$68.4K - $82.8K
|
1.49K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.06K- 6.83% |
$205K - $248K
|
14.5K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 7.55% |
$1.54K - $1.87K
|
98
$21.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.26K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.2% |
$578 - $700
|
1.47K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.12KNew |
$215K - $260K
|
1.12K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.85K- 15.68% |
$1.32M - $1.6M
|
36.8K
$8.07M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
101+ 0.73% |
$19.5K - $23.6K
|
13.9K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
921+ 36.36% |
$177K - $215K
|
3.45K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-30- 0.3% |
$5.78K - $7K
|
9.97K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.63K+ 4.64% |
$892K - $1.08M
|
104K
$22.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
37+ 7.4% |
$7.13K - $8.63K
|
537
$118K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-79.4K- 90.15% |
$15.3M - $18.5M
|
8.67K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-493- 69.44% |
$95K - $115K
|
217
$47.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-46- 0.7% |
$8.86K - $10.7K
|
6.53K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-30- 2.25% |
$5.78K - $7K
|
1.3K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.57K
|
7.14K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-462- 6.16% |
$89K - $108K
|
7.04K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-120- 1.47% |
$23.1K - $28K
|
8.04K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.39K- 66.17% |
$268K - $324K
|
710
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.4K+ 105.33% |
$3.36M - $4.06M
|
34K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.5K- 13.17% |
$3.17M - $3.84M
|
109K
$23.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.14% |
$385 - $466
|
1.41K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
80+ 4.08% |
$15.4K - $18.7K
|
2.04K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-101- 7.64% |
$19.5K - $23.6K
|
1.22K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-588- 7.01% |
$113K - $137K
|
7.8K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.13K- 32.85% |
$602K - $729K
|
6.39K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.02KNew |
$196K - $237K
|
1.02K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-200- 37.95% |
$38.5K - $46.6K
|
327
$71.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.85K+ 38.94% |
$356K - $430K
|
6.59K
$1.44M
|