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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-634- 14.08% |
$124K - $152K
|
3.87K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.84KNew |
$358K - $440K
|
1.84K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-205- 15.23% |
$39.9K - $49.1K
|
1.14K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.53KNew |
$297K - $365K
|
1.53K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$9.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
35.1KNew |
$6.84M - $8.4M
|
35.1K
$7.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
919New |
$179K - $220K
|
919
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.44K- 4.67% |
$281K - $345K
|
29.5K
$6.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
900New |
$175K - $215K
|
900
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
222New |
$43.2K - $53.2K
|
222
$47K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.87KNew |
$365K - $448K
|
1.87K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-217- 59.62% |
$42.3K - $52K
|
147
$31.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-140- 5.11% |
$27.3K - $33.5K
|
2.6K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
7+ 0.65% |
$1.36K - $1.68K
|
1.09K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
42New |
$8.18K - $10.1K
|
42
$8.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.09KNew |
$213K - $261K
|
1.09K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
944New |
$184K - $226K
|
944
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
25New |
$4.87K - $5.99K
|
25
$5.29K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-48- 1.36% |
$9.35K - $11.5K
|
3.49K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 98.76% |
$514K - $632K
|
33
$6.98K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
696New |
$136K - $167K
|
696
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.22KNew |
$238K - $293K
|
1.22K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
244New |
$47.5K - $58.4K
|
244
$51.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-133- 10.52% |
$25.9K - $31.8K
|
1.13K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
351+ 53.26% |
$68.4K - $84K
|
1.01K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
202+ 4.63% |
$39.3K - $48.4K
|
4.56K
$966K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
921New |
$179K - $221K
|
921
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-190- 1.32% |
$37K - $45.5K
|
14.2K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
417New |
$81.2K - $99.8K
|
417
$88.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-635- 21.32% |
$124K - $152K
|
2.34K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
4.17KNew |
$812K - $998K
|
4.17K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
31.2KNew |
$6.07M - $7.46M
|
31.2K
$6.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25New |
$4.87K - $5.99K
|
25
$5.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.7KNew |
$330K - $406K
|
1.7K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
914New |
$178K - $219K
|
914
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
599+ 8.69% |
$117K - $143K
|
7.49K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
956New |
$186K - $229K
|
956
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
812New |
$158K - $194K
|
812
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
150+ 1.93% |
$29.2K - $35.9K
|
7.93K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
339New |
$66K - $81.2K
|
339
$71.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-45- 4.32% |
$8.77K - $10.8K
|
996
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 1.82% |
$3.9K - $4.79K
|
1.08K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
608New |
$118K - $146K
|
608
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 5.1% |
$6.23K - $7.66K
|
596
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
65+ 0.92% |
$12.7K - $15.6K
|
7.14K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
128+ 8.52% |
$24.9K - $30.6K
|
1.63K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$338K - $415K
|
1.74K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
504New |
$98.2K - $121K
|
504
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.1KNew |
$3.92M - $4.82M
|
20.1K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$41.3K - $50.8K
|
212
$44.9K
|