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 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
907New |
$177K - $217K
|
907
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.14K- 14.32% |
$222K - $272K
|
6.81K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
960New |
$187K - $230K
|
960
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
11.7KNew |
$2.27M - $2.8M
|
11.7K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2K+ 17.71% |
$623K - $765K
|
21.3K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.16KNew |
$226K - $278K
|
1.16K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-195- 1.99% |
$38K - $46.7K
|
9.61K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$390 - $479
|
1.04K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 1.36% |
$12.1K - $14.8K
|
4.49K
$951K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
839+ 18.29% |
$163K - $201K
|
5.43K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
52.1KNew |
$10.2M - $12.5M
|
52.1K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$195 - $239
|
1.62K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.38K+ 2.71% |
$463K - $569K
|
90.1K
$19.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
983New |
$191K - $235K
|
983
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 7.09% |
$5.84K - $7.18K
|
453
$95.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
904New |
$176K - $216K
|
904
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 3.12% |
$24.9K - $30.6K
|
4.23K
$895K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
352+ 2.1% |
$68.6K - $84.3K
|
17.1K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
251+ 8.9% |
$48.9K - $60.1K
|
3.07K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.14K- 81.49% |
$222K - $273K
|
259
$54.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-130- 11.66% |
$25.3K - $31.1K
|
985
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
1.3KNew |
$252K - $310K
|
1.3K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
20.3KNew |
$3.95M - $4.85M
|
20.3K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 1.26% |
$2.53K - $3.11K
|
1.05K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.27K- 60.63% |
$247K - $303K
|
822
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-38- 15.45% |
$7.4K - $9.1K
|
208
$44K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.53KNew |
$688K - $845K
|
3.53K
$747K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
221New |
$43.1K - $52.9K
|
221
$46.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-72- 22.36% |
$14K - $17.2K
|
250
$52.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-102- 15.18% |
$19.9K - $24.4K
|
570
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15- 1.26% |
$2.92K - $3.59K
|
1.18K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.11KNew |
$215K - $265K
|
1.11K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.9KNew |
$954K - $1.17M
|
4.9K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-200- 18.2% |
$39K - $47.9K
|
899
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.19K+ 41.44% |
$426K - $524K
|
7.47K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
51+ 9.94% |
$9.93K - $12.2K
|
564
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
958New |
$187K - $229K
|
958
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-86- 6.94% |
$16.8K - $20.6K
|
1.15K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 128.65% |
$335K - $412K
|
3.06K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.3K- 48.47% |
$253K - $311K
|
1.38K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
950New |
$185K - $227K
|
950
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-151- 7.19% |
$29.4K - $36.2K
|
1.95K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
300New |
$58.4K - $71.8K
|
300
$63.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
38New |
$7.4K - $9.1K
|
38
$8.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-629- 5.22% |
$123K - $151K
|
11.4K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-132- 11.04% |
$25.7K - $31.6K
|
1.06K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
23.7K+ 751.39% |
$4.63M - $5.69M
|
26.9K
$5.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
69+ 4.58% |
$13.4K - $16.5K
|
1.58K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-423- 15.94% |
$82.4K - $101K
|
2.23K
$472K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14KNew |
$2.74M - $3.36M
|
14K
$2.97M
|