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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.42K+ 170.32% |
$926K - $1M
|
8.6K
$1.72M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
21+ 1.0% |
$3.59K - $3.89K
|
2.12K
$423K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60+ 1.28% |
$10.3K - $11.1K
|
4.76K
$950K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.72% |
$1.2K - $1.3K
|
264
$52.7K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.14K- 93.6% |
$365K - $395K
|
146
$29.1K
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.79K- 27.42% |
$989K - $1.07M
|
15.3K
$3.06M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3.21K- 99.11% |
$549K - $595K
|
29
$5.79K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.05KNew |
$350K - $379K
|
2.05K
$409K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48- 50.0% |
$8.2K - $8.88K
|
48
$9.58K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.45K- 65.91% |
$248K - $268K
|
750
$150K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
177+ 242.47% |
$30.2K - $32.7K
|
250
$49.9K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
153+ 10.98% |
$26.1K - $28.3K
|
1.55K
$309K
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.28KNew |
$219K - $237K
|
1.28K
$256K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
145+ 5.03% |
$24.8K - $26.8K
|
3.03K
$604K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
458New |
$78.3K - $84.7K
|
458
$91.4K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12New |
$2.05K - $2.22K
|
12
$2.4K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.93K+ 29.55% |
$501K - $542K
|
12.9K
$2.57M
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
60+ 27.65% |
$10.3K - $11.1K
|
277
$55.3K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-362- 4.27% |
$61.9K - $67K
|
8.13K
$1.62M
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
74+ 0.34% |
$12.6K - $13.7K
|
21.8K
$4.36M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.4KNew |
$1.95M - $2.11M
|
11.4K
$2.27M
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-403- 18.48% |
$68.9K - $74.6K
|
1.78K
$355K
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.15% |
$342 - $370
|
1.38K
$275K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-87- 1.21% |
$14.9K - $16.1K
|
7.08K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.1KNew |
$188K - $204K
|
1.1K
$220K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 6.2% |
$13K - $14.1K
|
1.3K
$260K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12+ 0.4% |
$2.05K - $2.22K
|
3.01K
$601K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.77K- 28.57% |
$302K - $327K
|
4.42K
$881K
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-142- 7.49% |
$24.3K - $26.3K
|
1.75K
$350K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
198New |
$33.8K - $36.6K
|
198
$39.5K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
18.4K+ 819.26% |
$3.15M - $3.41M
|
20.7K
$4.13M
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.05K- 27.9% |
$179K - $194K
|
2.71K
$542K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
95+ 1.62% |
$16.2K - $17.6K
|
5.94K
$1.19M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.66K+ 379.17% |
$796K - $862K
|
5.89K
$1.18M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-48.2K- 86.94% |
$8.24M - $8.93M
|
7.25K
$1.45M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-206K- 78.48% |
$35.2M - $38.1M
|
56.4K
$11.3M
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-927- 14.83% |
$158K - $172K
|
5.33K
$1.06M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-36K- 91.84% |
$6.16M - $6.67M
|
3.2K
$639K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 7.19% |
$13.7K - $14.8K
|
1.19K
$238K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 1.17% |
$3.76K - $4.07K
|
1.91K
$381K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58New |
$9.91K - $10.7K
|
58
$11.6K
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-262- 15.58% |
$44.8K - $48.5K
|
1.42K
$283K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-230- 2.54% |
$39.3K - $42.6K
|
8.82K
$1.76M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
221New |
$37.8K - $40.9K
|
221
$44.1K
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6- 0.22% |
$1.03K - $1.11K
|
2.76K
$552K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
47.3KNew |
$8.08M - $8.75M
|
47.3K
$9.44M
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.51KNew |
$599K - $648K
|
3.51K
$700K
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-19- 1.7% |
$3.25K - $3.52K
|
1.1K
$220K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-33- 2.68% |
$5.64K - $6.11K
|
1.2K
$240K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-33- 2.9% |
$5.64K - $6.11K
|
1.1K
$220K
|