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
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.85K+ 38.94% |
$356K - $430K
|
6.59K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-4- 0.24% |
$770 - $933
|
1.68K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 3.87% |
$4.43K - $5.36K
|
571
$125K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-90- 1.8% |
$17.3K - $21K
|
4.9K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-105- 0.95% |
$20.2K - $24.5K
|
10.9K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-75- 2.11% |
$14.4K - $17.5K
|
3.48K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.8K- 59.8% |
$7.85M - $9.5M
|
27.4K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-689- 92.36% |
$133K - $161K
|
57
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
63.3K+ 661.93% |
$12.2M - $14.8M
|
72.9K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.25K+ 9.33% |
$819K - $991K
|
49.8K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.11K+ 18.18% |
$214K - $259K
|
7.22K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
719+ 35.04% |
$138K - $168K
|
2.77K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$193 - $233
|
425
$93.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
507+ 9.29% |
$97.6K - $118K
|
5.96K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222+ 1305.88% |
$42.8K - $51.8K
|
239
$52.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-237- 49.27% |
$45.6K - $55.3K
|
244
$53.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-749- 6.58% |
$144K - $175K
|
10.6K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
23+ 2.09% |
$4.43K - $5.36K
|
1.12K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-233- 3.75% |
$44.9K - $54.3K
|
5.98K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.13% |
$578 - $700
|
2.37K
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-370- 1.28% |
$71.3K - $86.3K
|
28.5K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.9KNew |
$6.15M - $7.45M
|
31.9K
$7M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
44+ 2.57% |
$8.47K - $10.3K
|
1.75K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
140+ 7.8% |
$27K - $32.6K
|
1.94K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-32- 0.65% |
$6.16K - $7.46K
|
4.89K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 1350.0% |
$5.2K - $6.3K
|
29
$6.36K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-410- 3.47% |
$79K - $95.6K
|
11.4K
$2.5M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.38K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-389- 9.61% |
$74.9K - $90.7K
|
3.66K
$802K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125New |
$24.1K - $29.2K
|
125
$27.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 6.63% |
$14.3K - $17.3K
|
1.04K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 1.91% |
$22.1K - $26.8K
|
6.14K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.01K- 63.84% |
$386K - $468K
|
1.14K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-92- 2.78% |
$17.7K - $21.5K
|
3.21K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
779+ 21.85% |
$150K - $182K
|
4.35K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 10.64% |
$5.78K - $7K
|
252
$55.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4- 0.16% |
$770 - $933
|
2.52K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
429+ 36.7% |
$82.6K - $100K
|
1.6K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
329+ 2.75% |
$63.4K - $76.7K
|
12.3K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-218- 23.85% |
$42K - $50.8K
|
696
$153K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 65.0% |
$7.51K - $9.09K
|
99
$21.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 45.03% |
$26.2K - $31.7K
|
438
$96K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-594- 31.83% |
$114K - $139K
|
1.27K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.7K- 2.45% |
$6.1M - $7.39M
|
1.26M
$276M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 0.65% |
$3.27K - $3.96K
|
2.62K
$575K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.59K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 7.91% |
$22.9K - $27.8K
|
1.62K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.56% |
$7.7K - $9.33K
|
7.06K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
370+ 12.84% |
$71.3K - $86.3K
|
3.25K
$713K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
591+ 3.07% |
$114K - $138K
|
19.8K
$4.35M
|