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 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.43K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-54- 61.36% |
$10.4K - $12.6K
|
34
$7.99K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-235- 27.04% |
$45.3K - $54.8K
|
634
$149K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.15% |
$193 - $233
|
650
$153K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$536K - $649K
|
2.78K
$654K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-699- 40.73% |
$135K - $163K
|
1.02K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-34- 42.5% |
$6.55K - $7.93K
|
46
$10.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
30.8KNew |
$5.93M - $7.18M
|
30.8K
$7.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.6K+ 7864.52% |
$2.82M - $3.41M
|
14.8K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-713- 39.72% |
$137K - $166K
|
1.08K
$254K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 17.24% |
$4.82K - $5.83K
|
120
$28.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-15.5K- 56.64% |
$2.99M - $3.62M
|
11.9K
$2.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.61% |
$193 - $233
|
164
$38.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.09K- 41.06% |
$403K - $488K
|
3.01K
$707K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.02% |
$1.35K - $1.63K
|
690
$162K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
173+ 55.27% |
$33.3K - $40.3K
|
486
$114K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$2.35K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 0.7% |
$5.59K - $6.76K
|
4.13K
$972K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
995New |
$194K - $238K
|
995
$234K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.96K- 27.93% |
$772K - $949K
|
10.2K
$2.4M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.45K- 46.08% |
$478K - $588K
|
2.87K
$675K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.53K- 66.85% |
$1.47M - $1.8M
|
3.73K
$877K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
35New |
$6.82K - $8.38K
|
35
$8.23K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
43New |
$8.38K - $10.3K
|
43
$10.1K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
970New |
$189K - $232K
|
970
$228K
|
|
|
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
$705
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
903New |
$176K - $216K
|
903
$212K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
975New |
$190K - $233K
|
975
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.01K- 97.83% |
$781K - $960K
|
89
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35+ 0.88% |
$6.82K - $8.38K
|
4.04K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
30+ 2.35% |
$5.84K - $7.18K
|
1.31K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-771- 3.92% |
$150K - $185K
|
18.9K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-65- 2.87% |
$12.7K - $15.6K
|
2.2K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.2K- 91.51% |
$5.68M - $6.98M
|
2.71K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13New |
$2.53K - $3.11K
|
13
$3.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
4.6KNew |
$896K - $1.1M
|
4.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-32.8K- 96.49% |
$6.39M - $7.86M
|
1.2K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-51K- 78.46% |
$9.93M - $12.2M
|
14K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
900New |
$175K - $215K
|
900
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
955New |
$186K - $229K
|
955
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
8.53KNew |
$1.66M - $2.04M
|
8.53K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
10KNew |
$1.95M - $2.39M
|
10K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
119New |
$23.2K - $28.5K
|
119
$28K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
390+ 34.54% |
$76K - $93.4K
|
1.52K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
500K+ 156.25% |
$97.4M - $120M
|
820K
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$390K - $479K
|
2K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.4KNew |
$3.97M - $4.88M
|
20.4K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-6.97K- 80.73% |
$1.36M - $1.67M
|
1.66K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
965New |
$188K - $231K
|
965
$227K
|
|