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 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.5K- 56.64% |
$2.99M - $3.62M
|
11.9K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.61% |
$193 - $233
|
164
$35.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.07K- 7.76% |
$206K - $249K
|
12.7K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.09K- 41.06% |
$403K - $488K
|
3.01K
$659K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
762+ 12.72% |
$147K - $178K
|
6.75K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-48- 4.3% |
$9.24K - $11.2K
|
1.07K
$234K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.02% |
$1.35K - $1.63K
|
690
$151K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.16K+ 40.39% |
$609K - $737K
|
11K
$2.41M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
173+ 55.27% |
$33.3K - $40.3K
|
486
$107K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$2.19K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 0.7% |
$5.59K - $6.76K
|
4.13K
$906K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
279+ 25.67% |
$54.3K - $66.8K
|
1.37K
$299K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80.5K- 29.91% |
$15.7M - $19.3M
|
189K
$41.3M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.15K+ 7.66% |
$224K - $275K
|
16.1K
$3.54M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
12.2KNew |
$2.38M - $2.92M
|
12.2K
$2.68M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35New |
$6.82K - $8.38K
|
35
$7.67K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.38KNew |
$269K - $331K
|
1.38K
$303K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.7KNew |
$331K - $406K
|
1.7K
$372K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$9.43K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
970New |
$189K - $232K
|
970
$213K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3New |
$584 - $718
|
3
$658
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
959New |
$187K - $230K
|
959
$210K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-15Closed |
$2.92K - $3.59K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3New |
$584 - $718
|
3
$658
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.34KNew |
$261K - $321K
|
1.34K
$294K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-275- 0.99% |
$53.6K - $65.8K
|
27.5K
$6.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
903New |
$176K - $216K
|
903
$198K
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
72.6KNew |
$14.1M - $17.4M
|
72.6K
$15.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
975New |
$190K - $233K
|
975
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.01K- 97.83% |
$781K - $960K
|
89
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.45K+ 18.44% |
$477K - $586K
|
15.7K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35+ 0.88% |
$6.82K - $8.38K
|
4.04K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 4.79% |
$1.75K - $2.15K
|
197
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.35% |
$5.84K - $7.18K
|
1.31K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-771- 3.92% |
$150K - $185K
|
18.9K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-65- 2.87% |
$12.7K - $15.6K
|
2.2K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.2K- 91.51% |
$5.68M - $6.98M
|
2.71K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.61KNew |
$313K - $385K
|
1.61K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13New |
$2.53K - $3.11K
|
13
$2.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
4.6KNew |
$896K - $1.1M
|
4.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-32.8K- 96.49% |
$6.39M - $7.86M
|
1.2K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-51K- 78.46% |
$9.93M - $12.2M
|
14K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-84- 4.21% |
$16.4K - $20.1K
|
1.91K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
99+ 7.14% |
$19.3K - $23.7K
|
1.49K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5+ 5.26% |
$974 - $1.2K
|
100
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
900New |
$175K - $215K
|
900
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
1.67KNew |
$325K - $400K
|
1.67K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
955New |
$186K - $229K
|
955
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
8.53KNew |
$1.66M - $2.04M
|
8.53K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
10KNew |
$1.95M - $2.39M
|
10K
$2.19M
|
|