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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 2.04% |
$10K - $11.9K
|
2.95K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.12KNew |
$190K - $224K
|
1.12K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
77+ 6.6% |
$13.1K - $15.5K
|
1.24K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.2KNew |
$544K - $643K
|
3.2K
$677K
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
300KNew |
$51M - $60.3M
|
300K
$63.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 357.95% |
$815K - $963K
|
6.13K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.09KNew |
$185K - $219K
|
1.09K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2+ 0.08% |
$340 - $402
|
2.5K
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-15- 75.0% |
$2.55K - $3.01K
|
5
$1.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.56% |
$3.74K - $4.42K
|
1.44K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.12KNew |
$531K - $627K
|
3.12K
$661K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-9- 20.45% |
$1.53K - $1.81K
|
35
$7.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-77- 3.76% |
$13.1K - $15.5K
|
1.97K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128+ 8.34% |
$21.8K - $25.7K
|
1.66K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
99New |
$16.8K - $19.9K
|
99
$21K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-74- 0.68% |
$12.6K - $14.9K
|
10.8K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-315- 30.23% |
$53.6K - $63.3K
|
727
$154K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$170 - $201
|
1.38K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 27.5% |
$5.61K - $6.63K
|
87
$18.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.51KNew |
$257K - $304K
|
1.51K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
274+ 2.09% |
$46.6K - $55K
|
13.4K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-107- 5.69% |
$18.2K - $21.5K
|
1.77K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-275- 5.05% |
$46.8K - $55.2K
|
5.17K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-960- 81.98% |
$163K - $193K
|
211
$44.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-45- 3.46% |
$7.65K - $9.04K
|
1.26K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.84KNew |
$654K - $772K
|
3.84K
$814K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12New |
$2.04K - $2.41K
|
12
$2.54K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 6.85% |
$38.8K - $45.8K
|
3.56K
$753K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$264K - $312K
|
1.56K
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110New |
$18.7K - $22.1K
|
110
$23.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.16K - $9.64K
|
48
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
7.04KNew |
$1.2M - $1.41M
|
7.04K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 1100.0% |
$1.87K - $2.21K
|
12
$2.54K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.4K+ 2.03% |
$5.85M - $6.91M
|
1.73M
$367M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 3.69% |
$2.42M - $2.86M
|
371K
$78.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-24- 68.57% |
$4.08K - $4.82K
|
11
$2.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-43- 9.73% |
$7.31K - $8.64K
|
399
$84.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25New |
$4.25K - $5.02K
|
25
$5.29K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11- 8.4% |
$1.87K - $2.21K
|
120
$25.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-148- 12.49% |
$25.2K - $29.7K
|
1.04K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.64K+ 293.56% |
$279K - $330K
|
2.2K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-377- 15.46% |
$64.1K - $75.7K
|
2.06K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41+ 136.67% |
$6.97K - $8.24K
|
71
$15K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$180K - $213K
|
1.06K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
422New |
$71.8K - $84.8K
|
422
$89.3K
|