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 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.36% |
$385 - $466
|
145
$30.7K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.96K- 5.81% |
$955K - $1.16M
|
80.3K
$17M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-15K- 17.96% |
$2.88M - $3.49M
|
68.3K
$14.5M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-184- 2.11% |
$35.4K - $42.9K
|
8.54K
$1.81M
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.43K
$303K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-219K- 82.91% |
$42.2M - $51.1M
|
45.2K
$9.56M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-54- 61.36% |
$10.4K - $12.6K
|
34
$7.2K
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-52- 0.41% |
$10K - $12.1K
|
12.5K
$2.65M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 9.13% |
$35.6K - $43.1K
|
2.21K
$468K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-376- 15.33% |
$72.4K - $87.7K
|
2.08K
$440K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 0.24% |
$12.7K - $15.4K
|
27.4K
$5.79M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-140- 2.62% |
$27K - $32.6K
|
5.2K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.52K- 9.07% |
$484K - $586K
|
25.2K
$5.34M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
834+ 77.29% |
$161K - $194K
|
1.91K
$405K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.27K
$269K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.69KNew |
$1.29M - $1.56M
|
6.69K
$1.42M
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-206- 1.73% |
$39.7K - $48K
|
11.7K
$2.48M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
384+ 20.3% |
$74K - $89.5K
|
2.28K
$482K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 8.59% |
$109K - $132K
|
6.04K
$1.28M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-809- 20.18% |
$156K - $189K
|
3.2K
$677K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-128K- 99.49% |
$24.6M - $29.7M
|
649
$137K
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.6K+ 8.69% |
$309K - $374K
|
20K
$4.24M
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-80- 1.5% |
$15.4K - $18.7K
|
5.26K
$1.11M
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-2.48K- 91.11% |
$478K - $579K
|
242
$51.2K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.8KNew |
$1.31M - $1.59M
|
6.8K
$1.44M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.19% |
$1.16K - $1.4K
|
3.09K
$655K
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-82- 1.3% |
$15.8K - $19.1K
|
6.24K
$1.32M
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-56.2K- 97.36% |
$10.8M - $13.1M
|
1.52K
$322K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
66+ 1.05% |
$12.7K - $15.4K
|
6.38K
$1.35M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-995- 8.42% |
$192K - $232K
|
10.8K
$2.29M
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-270- 2.28% |
$52K - $63K
|
11.6K
$2.45M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-235- 27.04% |
$45.3K - $54.8K
|
634
$134K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.15% |
$193 - $233
|
650
$138K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 2.23% |
$8.28K - $10K
|
1.97K
$417K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 7.73% |
$3.27K - $3.96K
|
237
$50.2K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$536K - $649K
|
2.78K
$589K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
497+ 9.08% |
$95.7K - $116K
|
5.97K
$1.26M
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-90- 0.7% |
$17.3K - $21K
|
12.7K
$2.69M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 0.97% |
$68K - $82.3K
|
36.1K
$7.65M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-699- 40.73% |
$135K - $163K
|
1.02K
$215K
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.82K+ 137.11% |
$1.12M - $1.36M
|
10.1K
$2.13M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-34- 42.5% |
$6.55K - $7.93K
|
46
$9.74K
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
30.8KNew |
$5.93M - $7.18M
|
30.8K
$6.52M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.7K - $3.26K
|
14
$2.96K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.19K+ 236.55% |
$615K - $744K
|
4.54K
$961K
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.77K+ 24.5% |
$340K - $412K
|
8.98K
$1.9M
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-773- 17.19% |
$149K - $180K
|
3.73K
$788K
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-583- 24.99% |
$112K - $136K
|
1.75K
$370K
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
70+ 0.21% |
$13.5K - $16.3K
|
33.9K
$7.17M
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-3.95K- 45.39% |
$761K - $922K
|
4.76K
$1.01M
|