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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
328+ 16.97% |
$55.7K - $60.5K
|
2.26K
$519K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 15.71% |
$7.47K - $8.12K
|
324
$74.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
355+ 20.08% |
$60.3K - $65.5K
|
2.12K
$488K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-110- 6.16% |
$18.7K - $20.3K
|
1.68K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.79% |
$170 - $184
|
127
$29.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$5.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 4.51% |
$2.72K - $2.95K
|
371
$85.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
35+ 20.96% |
$5.94K - $6.46K
|
202
$46.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8+ 0.73% |
$1.36K - $1.48K
|
1.1K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 37.25% |
$3.23K - $3.5K
|
32
$7.35K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.45% |
$170 - $184
|
225
$51.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22.8K- 91.06% |
$3.87M - $4.2M
|
2.24K
$514K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11KNew |
$189K - $205K
|
1.11K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
550+ 30.14% |
$93.4K - $101K
|
2.38K
$546K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
766+ 15.04% |
$130K - $141K
|
5.86K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-925- 45.34% |
$157K - $171K
|
1.12K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.04% |
$4.24K - $4.61K
|
1.2K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-261- 0.6% |
$44.3K - $48.1K
|
43.2K
$9.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.89KNew |
$1.51M - $1.64M
|
8.89K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$170 - $184
|
4.18K
$960K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-272- 3.61% |
$46.2K - $50.2K
|
7.26K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-26K- 30.23% |
$4.41M - $4.8M
|
60K
$13.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
77+ 12.62% |
$13.1K - $14.2K
|
687
$158K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-93- 7.69% |
$15.8K - $17.2K
|
1.12K
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25- 19.23% |
$4.24K - $4.61K
|
105
$24.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
155+ 4.99% |
$26.3K - $28.6K
|
3.26K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.92KNew |
$495K - $538K
|
2.92K
$670K
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
14.4K+ 188.85% |
$2.44M - $2.66M
|
22K
$5.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.6KNew |
$271K - $295K
|
1.6K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
2+ 0.01% |
$340 - $369
|
13.4K
$3.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-174- 6.38% |
$29.5K - $32.1K
|
2.56K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-54- 68.35% |
$9.17K - $9.96K
|
25
$5.74K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.2% |
$170 - $184
|
513
$118K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-116- 2.34% |
$19.7K - $21.4K
|
4.84K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
92+ 3.42% |
$15.6K - $17K
|
2.78K
$638K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 1.83% |
$2.89K - $3.14K
|
913
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-41- 10.62% |
$6.96K - $7.56K
|
345
$79.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20.4KNew |
$3.47M - $3.77M
|
20.4K
$4.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$8.66K - $9.41K
|
51
$11.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.16KNew |
$196K - $213K
|
1.16K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-141K- 33.19% |
$23.9M - $26M
|
284K
$65.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-156- 2.29% |
$26.5K - $28.8K
|
6.66K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-287- 39.1% |
$48.7K - $52.9K
|
447
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16+ 0.88% |
$2.72K - $2.95K
|
1.84K
$423K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39New |
$6.62K - $7.19K
|
39
$8.96K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
71+ 65.74% |
$12.1K - $13.1K
|
179
$41.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-27- 12.39% |
$4.58K - $4.98K
|
191
$43.9K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.85KNew |
$653K - $710K
|
3.85K
$884K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-26- 8.2% |
$4.41K - $4.8K
|
291
$66.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
107New |
$18.2K - $19.7K
|
107
$24.6K
|