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 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.16KNew |
$196K - $213K
|
1.16K
$231K
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-141K- 33.19% |
$23.9M - $26M
|
284K
$56.7M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-214- 1.71% |
$36.3K - $39.5K
|
12.3K
$2.46M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-156- 2.29% |
$26.5K - $28.8K
|
6.66K
$1.33M
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.46KNew |
$587K - $637K
|
3.46K
$690K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.24% |
$8.15K - $8.85K
|
19.9K
$3.98M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
378+ 2.52% |
$64.2K - $69.7K
|
15.4K
$3.07M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-390- 17.66% |
$66.2K - $71.9K
|
1.82K
$363K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-30- 2.3% |
$5.09K - $5.53K
|
1.28K
$255K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-648- 27.16% |
$110K - $120K
|
1.74K
$347K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$223K - $243K
|
1.32K
$263K
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.12KNew |
$190K - $207K
|
1.12K
$224K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 63.63% |
$5.87M - $6.38M
|
19.8K
$3.94M
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
845+ 7.43% |
$143K - $156K
|
12.2K
$2.44M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-287- 39.1% |
$48.7K - $52.9K
|
447
$89.2K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-246- 4.32% |
$41.8K - $45.4K
|
5.44K
$1.09M
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.37KNew |
$233K - $253K
|
1.37K
$274K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-191- 2.95% |
$32.4K - $35.2K
|
6.28K
$1.25M
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16+ 0.88% |
$2.72K - $2.95K
|
1.84K
$368K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
29+ 1.87% |
$4.92K - $5.35K
|
1.58K
$315K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.09K+ 11.32% |
$524K - $569K
|
30.4K
$6.06M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.2K+ 4.52% |
$204K - $222K
|
27.8K
$5.56M
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.15K+ 19.67% |
$365K - $397K
|
13.1K
$2.61M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39New |
$6.62K - $7.19K
|
39
$7.79K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
71+ 65.74% |
$12.1K - $13.1K
|
179
$35.7K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.17KNew |
$198K - $215K
|
1.17K
$233K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
505+ 34.52% |
$85.7K - $93.1K
|
1.97K
$393K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-27- 12.39% |
$4.58K - $4.98K
|
191
$38.1K
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
4+ 0.04% |
$679 - $738
|
10.6K
$2.11M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.3% |
$1.87K - $2.03K
|
3.65K
$728K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.74% |
$172K - $186K
|
16K
$3.2M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-63- 2.98% |
$10.7K - $11.6K
|
2.05K
$409K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.85KNew |
$653K - $710K
|
3.85K
$768K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 71.71% |
$502K - $546K
|
1.17K
$233K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
259+ 13.55% |
$44K - $47.8K
|
2.17K
$433K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-26- 8.2% |
$4.41K - $4.8K
|
291
$58.1K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
107New |
$18.2K - $19.7K
|
107
$21.4K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.27KNew |
$216K - $235K
|
1.27K
$254K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-74- 2.79% |
$12.6K - $13.6K
|
2.58K
$514K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-140- 1.84% |
$23.8K - $25.8K
|
7.45K
$1.49M
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
169+ 7.64% |
$28.7K - $31.2K
|
2.38K
$475K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.59K- 7.66% |
$609K - $661K
|
43.2K
$8.63M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5.16K- 88.94% |
$875K - $951K
|
641
$128K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-174- 16.04% |
$29.5K - $32.1K
|
911
$182K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-256- 3.62% |
$43.5K - $47.2K
|
6.81K
$1.36M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
97+ 6.99% |
$16.5K - $17.9K
|
1.49K
$296K
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.89K+ 5.42% |
$322K - $349K
|
36.8K
$7.35M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.17K+ 6.36% |
$537K - $584K
|
53K
$10.6M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.55K- 5.7% |
$263K - $286K
|
25.6K
$5.11M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5- 0.08% |
$849 - $922
|
6.38K
$1.27M
|