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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-28.9K- 99.38% |
$4.28M - $5.24M
|
179
$35.7K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
90New |
$13.3K - $16.3K
|
90
$18K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15- 0.85% |
$2.22K - $2.72K
|
1.75K
$349K
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42KNew |
$211K - $258K
|
1.42K
$284K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.02K- 7.56% |
$151K - $185K
|
12.5K
$2.49M
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.13KNew |
$167K - $205K
|
1.13K
$226K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.86K- 15.78% |
$571K - $700K
|
20.6K
$4.11M
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-24.2K- 37.38% |
$3.58M - $4.39M
|
40.5K
$8.09M
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-69.2K- 37.46% |
$10.2M - $12.6M
|
116K
$23.1M
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
50+ 2.73% |
$7.4K - $9.07K
|
1.88K
$375K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
44New |
$6.51K - $7.98K
|
44
$8.78K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.4K
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-558- 7.37% |
$82.6K - $101K
|
7.01K
$1.4M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-489- 9.97% |
$72.4K - $88.7K
|
4.42K
$882K
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87KNew |
$277K - $339K
|
1.87K
$373K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-11- 1.26% |
$1.63K - $2K
|
860
$172K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-465- 85.95% |
$68.8K - $84.4K
|
76
$15.2K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
51+ 2.78% |
$7.55K - $9.25K
|
1.89K
$377K
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2.67KNew |
$396K - $485K
|
2.67K
$533K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14+ 6.73% |
$2.07K - $2.54K
|
222
$44.3K
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
60+ 7.27% |
$8.88K - $10.9K
|
885
$177K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 0.51% |
$1.04K - $1.27K
|
1.39K
$277K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
26.1KNew |
$3.86M - $4.73M
|
26.1K
$5.21M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 14.0% |
$1.04K - $1.27K
|
43
$8.58K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-290- 8.71% |
$42.9K - $52.6K
|
3.04K
$607K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.81KNew |
$268K - $328K
|
1.81K
$361K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-75- 5.2% |
$11.1K - $13.6K
|
1.37K
$273K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 55.56% |
$7.4K - $9.07K
|
40
$7.99K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
43New |
$6.37K - $7.8K
|
43
$8.58K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.33KNew |
$196K - $241K
|
1.33K
$265K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$15.5K - $19K
|
105
$21K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
178+ 2542.86% |
$26.4K - $32.3K
|
185
$36.9K
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.76KNew |
$260K - $319K
|
1.76K
$351K
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.02KNew |
$299K - $366K
|
2.02K
$403K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.25KClosed |
$332K - $407K
|
0
$0
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
510+ 33.69% |
$75.5K - $92.5K
|
2.02K
$404K
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-236- 1.99% |
$34.9K - $42.8K
|
11.6K
$2.32M
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-140- 10.29% |
$20.7K - $25.4K
|
1.22K
$244K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 5.41% |
$1.18K - $1.45K
|
140
$27.9K
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$580K - $711K
|
3.92K
$782K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$223K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$18.9K - $23.2K
|
128
$25.6K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.23K+ 52.01% |
$182K - $223K
|
3.6K
$718K
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
787+ 0.83% |
$117K - $143K
|
95.1K
$19M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.18K- 2.92% |
$174K - $214K
|
39.2K
$7.82M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$4.66M - $5.72M
|
31.5K
$6.29M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 35.56% |
$11.8K - $14.5K
|
145
$28.9K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
25+ 0.5% |
$3.7K - $4.54K
|
5.02K
$1M
|
|
Q3 2023 | |||||||
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 32.42% |
$30.1K - $33.6K
|
396
$79.1K
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.6KNew |
$5.01M - $5.6M
|
31.6K
$6.32M
|