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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.19K- 49.11% |
$386K - $479K
|
2.27K
$533K
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
164+ 1.34% |
$28.9K - $35.8K
|
12.4K
$2.93M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.02K+ 126.33% |
$356K - $442K
|
3.62K
$851K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
123+ 11.75% |
$21.7K - $26.9K
|
1.17K
$275K
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4- 0.25% |
$705 - $874
|
1.57K
$369K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
333+ 208.12% |
$58.7K - $72.8K
|
493
$116K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-122- 7.23% |
$21.5K - $26.7K
|
1.57K
$368K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-15- 51.72% |
$2.65K - $3.28K
|
14
$3.29K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 125.0% |
$882 - $1.09K
|
9
$2.12K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
80+ 3.4% |
$14.1K - $17.5K
|
2.44K
$572K
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.24% |
$529 - $656
|
1.28K
$300K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 26.98% |
$10.2K - $12.7K
|
273
$64.2K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-582- 47.74% |
$103K - $127K
|
637
$150K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-539- 6.31% |
$95K - $118K
|
8K
$1.88M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-179- 56.65% |
$31.6K - $39.1K
|
137
$32.2K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.34KNew |
$589K - $730K
|
3.34K
$785K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-3- 1.63% |
$529 - $656
|
181
$42.6K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-40.4K- 97.73% |
$7.12M - $8.83M
|
940
$221K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-5.32K- 29.9% |
$938K - $1.16M
|
12.5K
$2.93M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
838+ 7.16% |
$148K - $183K
|
12.5K
$2.95M
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.99KNew |
$704K - $872K
|
3.99K
$938K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-279- 5.09% |
$49.2K - $61K
|
5.2K
$1.22M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.97KNew |
$348K - $431K
|
1.97K
$463K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-75- 3.5% |
$13.2K - $16.4K
|
2.07K
$486K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-391- 27.93% |
$68.9K - $85.5K
|
1.01K
$237K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.51KNew |
$266K - $329K
|
1.51K
$354K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 20.53% |
$367K - $455K
|
8.06K
$1.89M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-15- 6.33% |
$2.65K - $3.28K
|
222
$52.2K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 1.68% |
$12.3K - $15.3K
|
4.09K
$962K
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.77K- 14.88% |
$488K - $605K
|
15.8K
$3.73M
|
|
Q1 2025 | |||||||
Aug 28, 2025
Q1 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
12.2KNew |
$2.35M - $2.85M
|
12.2K
$2.87M
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
1.12K+ 122.16% |
$216K - $261K
|
2.04K
$478K
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.78K- 8.42% |
$343K - $415K
|
19.3K
$4.55M
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$14.3K - $17.3K
|
74
$17.4K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.01K- 13.62% |
$194K - $235K
|
6.39K
$1.5M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65New |
$12.5K - $15.2K
|
65
$15.3K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
417+ 1.38% |
$80.3K - $97.2K
|
30.7K
$7.22M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.48K- 18.32% |
$1.44M - $1.74M
|
33.3K
$7.84M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
616New |
$119K - $144K
|
616
$145K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.5K+ 38.19% |
$288K - $349K
|
5.41K
$1.27M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.24KNew |
$239K - $289K
|
1.24K
$292K
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 53.57% |
$14.4K - $17.5K
|
215
$50.5K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7+ 140.0% |
$1.35K - $1.63K
|
12
$2.82K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 76.47% |
$2.5K - $3.03K
|
30
$7.05K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$17.1K - $20.8K
|
89
$20.9K
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100KNew |
$19.3M - $23.3M
|
100K
$23.5M
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
24.5K+ 2682.6% |
$4.72M - $5.72M
|
25.4K
$5.98M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 21.74% |
$963 - $1.17K
|
18
$4.23K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.66K+ 114.94% |
$704K - $852K
|
6.84K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-552- 4.7% |
$106K - $129K
|
11.2K
$2.63M
|