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 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
165New |
$24.4K - $29.9K
|
165
$32.9K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
87.8KNew |
$13M - $15.9M
|
87.8K
$17.5M
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.85K+ 46.97% |
$273K - $335K
|
5.78K
$1.15M
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-18- 0.75% |
$2.66K - $3.27K
|
2.37K
$474K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-357- 82.26% |
$52.9K - $64.8K
|
77
$15.4K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
46.3K+ 6348.15% |
$6.85M - $8.4M
|
47K
$9.38M
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-198- 7.75% |
$29.3K - $35.9K
|
2.36K
$471K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
33.7KNew |
$4.99M - $6.11M
|
33.7K
$6.72M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.49KNew |
$221K - $271K
|
1.49K
$298K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
327New |
$48.4K - $59.3K
|
327
$65.3K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
175New |
$25.9K - $31.7K
|
175
$34.9K
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-610- 15.52% |
$90.3K - $111K
|
3.32K
$663K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
472K+ 1335.32% |
$69.9M - $85.7M
|
508K
$101M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
100+ 1.82% |
$14.8K - $18.1K
|
5.58K
$1.11M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.64K+ 102.86% |
$1.43M - $1.75M
|
19K
$3.8M
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58KNew |
$233K - $286K
|
1.58K
$315K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
31New |
$4.59K - $5.62K
|
31
$6.19K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-35.4K- 78.93% |
$5.24M - $6.42M
|
9.45K
$1.89M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-59.6K- 9.94% |
$8.82M - $10.8M
|
540K
$108M
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.8KNew |
$414K - $507K
|
2.8K
$558K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
CALL |
-400- 66.67% |
$59.2K - $72.6K
|
200
$39.9K
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.45KNew |
$215K - $263K
|
1.45K
$289K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
33New |
$4.89K - $5.99K
|
33
$6.59K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2.35KNew |
$347K - $425K
|
2.35K
$468K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.91K+ 34.3% |
$283K - $346K
|
7.48K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-721- 33.79% |
$107K - $131K
|
1.41K
$282K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 51.29% |
$488K - $598K
|
3.13K
$625K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$33.3K - $40.8K
|
225
$44.9K
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
11.3KNew |
$1.68M - $2.06M
|
11.3K
$2.26M
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.76K- 5.03% |
$260K - $319K
|
33.2K
$6.63M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-135- 6.67% |
$20K - $24.5K
|
1.89K
$377K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.04% |
$148 - $181
|
97
$19.4K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-276- 4.98% |
$40.9K - $50.1K
|
5.27K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.17KNew |
$173K - $212K
|
1.17K
$233K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-235- 14.56% |
$34.8K - $42.6K
|
1.38K
$275K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$9.92K - $12.2K
|
67
$13.4K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$3.4K - $4.17K
|
23
$4.59K
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
2.31KNew |
$342K - $419K
|
2.31K
$462K
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.51KNew |
$224K - $274K
|
1.51K
$302K
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200New |
$29.6K - $36.3K
|
200
$39.9K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
94New |
$13.9K - $17.1K
|
94
$18.8K
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
354+ 26.11% |
$52.4K - $64.2K
|
1.71K
$341K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55New |
$8.14K - $9.98K
|
55
$11K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.54KNew |
$228K - $279K
|
1.54K
$307K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-105- 84.0% |
$15.5K - $19K
|
20
$3.99K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-50- 32.47% |
$7.4K - $9.07K
|
104
$20.8K
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
61+ 0.78% |
$9.03K - $11.1K
|
7.89K
$1.58M
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3+ 0.15% |
$444 - $544
|
2.01K
$401K
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$148 - $181
|
2.25K
$449K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.93K- 53.27% |
$434K - $532K
|
2.57K
$513K
|