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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.19K- 88.27% |
$422K - $511K
|
291
$63.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-328- 16.73% |
$63.2K - $76.5K
|
1.63K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.29% |
$770 - $933
|
1.38K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-220- 2.89% |
$42.4K - $51.3K
|
7.4K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.92K- 50.19% |
$563K - $682K
|
2.9K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
254+ 27.4% |
$48.9K - $59.2K
|
1.18K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
57+ 4.16% |
$11K - $13.3K
|
1.43K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
5+ 0.4% |
$963 - $1.17K
|
1.27K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.57K+ 25.09% |
$302K - $365K
|
7.81K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54KNew |
$297K - $359K
|
1.54K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1K- 35.57% |
$193K - $234K
|
1.82K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-124- 7.78% |
$23.9K - $28.9K
|
1.47K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.36% |
$385 - $466
|
145
$31.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.96K- 5.81% |
$955K - $1.16M
|
80.3K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-15K- 17.96% |
$2.88M - $3.49M
|
68.3K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.43K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-54- 61.36% |
$10.4K - $12.6K
|
34
$7.45K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 9.13% |
$35.6K - $43.1K
|
2.21K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-376- 15.33% |
$72.4K - $87.7K
|
2.08K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.69KNew |
$1.29M - $1.56M
|
6.69K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
384+ 20.3% |
$74K - $89.5K
|
2.28K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-809- 20.18% |
$156K - $189K
|
3.2K
$701K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-2.48K- 91.11% |
$478K - $579K
|
242
$53K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.8KNew |
$1.31M - $1.59M
|
6.8K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.19% |
$1.16K - $1.4K
|
3.09K
$678K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-56.2K- 97.36% |
$10.8M - $13.1M
|
1.52K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-270- 2.28% |
$52K - $63K
|
11.6K
$2.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-235- 27.04% |
$45.3K - $54.8K
|
634
$139K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.15% |
$193 - $233
|
650
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$536K - $649K
|
2.78K
$610K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 0.97% |
$68K - $82.3K
|
36.1K
$7.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-699- 40.73% |
$135K - $163K
|
1.02K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-34- 42.5% |
$6.55K - $7.93K
|
46
$10.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
30.8KNew |
$5.93M - $7.18M
|
30.8K
$6.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.7K - $3.26K
|
14
$3.07K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.19K+ 236.55% |
$615K - $744K
|
4.54K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-583- 24.99% |
$112K - $136K
|
1.75K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-3.95K- 45.39% |
$761K - $922K
|
4.76K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6K+ 7864.52% |
$2.82M - $3.41M
|
14.8K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 30.87% |
$979K - $1.19M
|
21.6K
$4.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.02% |
$193 - $233
|
5.99K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-42- 2.04% |
$8.09K - $9.79K
|
2.02K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.47K+ 10.71% |
$475K - $575K
|
25.5K
$5.59M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 10.28% |
$265K - $321K
|
14.7K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-713- 39.72% |
$137K - $166K
|
1.08K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12.4K+ 14.29% |
$2.39M - $2.89M
|
99.1K
$21.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-427- 9.89% |
$82.2K - $99.6K
|
3.89K
$852K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-216- 0.94% |
$41.6K - $50.4K
|
22.9K
$5.02M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 17.24% |
$4.82K - $5.83K
|
120
$26.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 2.75% |
$239K - $290K
|
46.5K
$10.2M
|