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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.87K- 90.34% |
$360K - $436K
|
200
$47K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
300KNew |
$57.8M - $70M
|
300K
$70.5M
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.66K- 76.15% |
$320K - $387K
|
520
$122K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
$7.7M - $9.33M
|
40K
$9.4M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.74K+ 8.61% |
$335K - $406K
|
22K
$5.16M
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.34KNew |
$258K - $312K
|
1.34K
$315K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
75KNew |
$14.4M - $17.5M
|
75K
$17.6M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.2KNew |
$424K - $513K
|
2.2K
$517K
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
88+ 5.8% |
$16.9K - $20.5K
|
1.61K
$378K
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.48KNew |
$863K - $1.04M
|
4.48K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.35K- 17.61% |
$259K - $314K
|
6.3K
$1.48M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-25- 1.32% |
$4.82K - $5.83K
|
1.87K
$440K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-663- 26.44% |
$128K - $155K
|
1.85K
$434K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
105+ 4.88% |
$20.2K - $24.5K
|
2.26K
$531K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
58+ 1.91% |
$11.2K - $13.5K
|
3.09K
$727K
|
|
May 13, 2025
Q1 2025
|
Srb Corp
Boston, MA |
BUY
|
- |
59.6K+ 336.75% |
$11.5M - $13.9M
|
77.3K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
55New |
$10.6K - $12.8K
|
55
$12.9K
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
CALL |
-55.3K- 91.4% |
$10.7M - $12.9M
|
5.2K
$1.22M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
21+ 2.11% |
$4.04K - $4.9K
|
1.01K
$238K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
403+ 16.5% |
$77.6K - $94K
|
2.85K
$669K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
363K+ 7.15% |
$69.9M - $84.6M
|
5.44M
$1.28B
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.28K+ 37.15% |
$438K - $531K
|
8.4K
$1.97M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-55- 2.88% |
$10.6K - $12.8K
|
1.85K
$436K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 1.49% |
$963 - $1.17K
|
340
$79.9K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-691- 2.71% |
$133K - $161K
|
24.8K
$5.82M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.83K- 14.35% |
$352K - $427K
|
10.9K
$2.57M
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
5.07KNew |
$977K - $1.18M
|
5.07K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
264+ 14.61% |
$50.8K - $61.6K
|
2.07K
$487K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.15K- 31.98% |
$222K - $269K
|
2.45K
$576K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-88- 6.8% |
$16.9K - $20.5K
|
1.21K
$284K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$13.9K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
569+ 30.19% |
$110K - $133K
|
2.45K
$577K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
977+ 105.28% |
$188K - $228K
|
1.91K
$448K
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-21Closed |
$4.04K - $4.9K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
133+ 31.07% |
$25.6K - $31K
|
561
$132K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.28K- 39.06% |
$246K - $297K
|
1.99K
$468K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-90- 5.08% |
$17.3K - $21K
|
1.68K
$396K
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.07K- 76.94% |
$976K - $1.18M
|
1.52K
$357K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-51- 2.99% |
$9.82K - $11.9K
|
1.66K
$390K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-689- 82.12% |
$133K - $161K
|
150
$35.3K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132+ 11.11% |
$25.4K - $30.8K
|
1.32K
$310K
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.9KNew |
$2.1M - $2.54M
|
10.9K
$2.56M
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-10.6K- 24.98% |
$2.04M - $2.47M
|
31.8K
$7.48M
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-30.9K- 25.48% |
$5.95M - $7.21M
|
90.4K
$21.2M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.9K- 85.39% |
$366K - $443K
|
325
$76.4K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$11.6K - $14K
|
60
$14.1K
|
|
May 07, 2025
Q1 2025
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
40KNew |
$7.7M - $9.33M
|
40K
$9.4M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.05KNew |
$202K - $245K
|
1.05K
$247K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
79+ 2.06% |
$15.2K - $18.4K
|
3.91K
$919K
|