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 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
720+ 3.7% |
$122K - $133K
|
20.2K
$4.03M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-350- 4.33% |
$59.4K - $64.6K
|
7.73K
$1.54M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
600New |
$102K - $111K
|
600
$120K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-596- 5.56% |
$101K - $110K
|
10.1K
$2.02M
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
187+ 1.76% |
$31.7K - $34.5K
|
10.8K
$2.16M
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
55+ 3.04% |
$9.34K - $10.1K
|
1.87K
$373K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
320+ 10.83% |
$54.3K - $59K
|
3.27K
$654K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-1.46K- 12.55% |
$248K - $269K
|
10.2K
$2.03M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$193K - $209K
|
1.13K
$226K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.36% |
$849 - $922
|
217
$43.3K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-50- 1.5% |
$8.49K - $9.22K
|
3.29K
$656K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48- 37.5% |
$8.15K - $8.85K
|
80
$16K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.98KNew |
$506K - $550K
|
2.98K
$595K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-321- 11.95% |
$54.5K - $59.2K
|
2.37K
$472K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-292- 56.92% |
$49.6K - $53.9K
|
221
$44.1K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.2K+ 35.1% |
$203K - $220K
|
4.6K
$918K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
64New |
$10.9K - $11.8K
|
64
$12.8K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
205+ 7.68% |
$34.8K - $37.8K
|
2.87K
$574K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-674- 21.49% |
$114K - $124K
|
2.46K
$491K
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-251- 5.43% |
$42.6K - $46.3K
|
4.37K
$872K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
880+ 4.85% |
$149K - $162K
|
19K
$3.8M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-134- 29.39% |
$22.7K - $24.7K
|
322
$64.3K
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-169- 2.7% |
$28.7K - $31.2K
|
6.09K
$1.22M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
31New |
$5.26K - $5.72K
|
31
$6.19K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$4.79K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-54- 80.6% |
$9.17K - $9.96K
|
13
$2.6K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
592+ 213.72% |
$100K - $109K
|
869
$173K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-217- 0.61% |
$36.8K - $40K
|
35.3K
$7.05M
|
|
Q1 2024 | |||||||
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
54.2KNew |
$9.27M - $10M
|
54.2K
$10.8M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
174+ 14.32% |
$29.7K - $32.2K
|
1.39K
$277K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.96K+ 44.25% |
$335K - $363K
|
6.39K
$1.28M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.2K+ 138.23% |
$2.93M - $3.17M
|
29.6K
$5.9M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 27.12% |
$2.73K - $2.96K
|
75
$15K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.62% |
$171 - $185
|
163
$32.5K
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.22% |
$1.03K - $1.11K
|
2.72K
$543K
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.6KNew |
$2.33M - $2.52M
|
13.6K
$2.72M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
402New |
$68.7K - $74.4K
|
402
$80.3K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 6.55% |
$14.5K - $15.7K
|
1.21K
$242K
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.79KNew |
$476K - $515K
|
2.79K
$556K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31K- 65.21% |
$5.31M - $5.74M
|
16.6K
$3.31M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
17.7KNew |
$3.02M - $3.27M
|
17.7K
$3.53M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
15.3K+ 5.58% |
$2.61M - $2.82M
|
289K
$57.7M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.2K+ 12.0% |
$205K - $222K
|
11.2K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1.34K+ 2.36% |
$228K - $247K
|
57.8K
$11.5M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-11- 0.65% |
$1.88K - $2.04K
|
1.68K
$336K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.05K- 57.26% |
$350K - $379K
|
1.53K
$305K
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-88- 7.07% |
$15K - $16.3K
|
1.16K
$231K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.53K- 86.47% |
$262K - $284K
|
240
$47.9K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
133New |
$22.7K - $24.6K
|
133
$26.6K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
420+ 30.97% |
$71.8K - $77.7K
|
1.78K
$355K
|