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 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$15.5K - $19K
|
105
$24.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
178+ 2542.86% |
$26.4K - $32.3K
|
185
$42.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.76KNew |
$260K - $319K
|
1.76K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.02KNew |
$299K - $366K
|
2.02K
$464K
|
|
|
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
$465K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-236- 1.99% |
$34.9K - $42.8K
|
11.6K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-140- 10.29% |
$20.7K - $25.4K
|
1.22K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 5.41% |
$1.18K - $1.45K
|
140
$32.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$580K - $711K
|
3.92K
$900K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$18.9K - $23.2K
|
128
$29.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.23K+ 52.01% |
$182K - $223K
|
3.6K
$826K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
787+ 0.83% |
$117K - $143K
|
95.1K
$21.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.18K- 2.92% |
$174K - $214K
|
39.2K
$9M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$4.66M - $5.72M
|
31.5K
$7.24M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 35.56% |
$11.8K - $14.5K
|
145
$33.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
25+ 0.5% |
$3.7K - $4.54K
|
5.02K
$1.15M
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 32.42% |
$30.1K - $33.6K
|
396
$91K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.6KNew |
$5.01M - $5.6M
|
31.6K
$7.27M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15K- 56.41% |
$2.37M - $2.65M
|
11.6K
$2.65M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
977New |
$155K - $173K
|
977
$224K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32New |
$5.07K - $5.66K
|
32
$7.35K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
159K+ 283.65% |
$25.2M - $28.2M
|
216K
$49.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 2.91% |
$2.38K - $2.65K
|
500
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
20.3KNew |
$3.21M - $3.59M
|
20.3K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-84- 5.12% |
$13.3K - $14.9K
|
1.56K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-25.3K- 75.75% |
$4.01M - $4.48M
|
8.1K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 50.0% |
$7.92K - $8.85K
|
50
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.57KNew |
$724K - $809K
|
4.57K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
68.9K+ 97.89% |
$10.9M - $12.2M
|
139K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-1.26K- 33.82% |
$199K - $223K
|
2.46K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-106- 86.89% |
$16.8K - $18.8K
|
16
$3.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
7.1KNew |
$1.12M - $1.26M
|
7.1K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11+ 0.62% |
$1.74K - $1.95K
|
1.79K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
450New |
$71.3K - $79.6K
|
450
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-220- 7.43% |
$34.8K - $38.9K
|
2.74K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-898- 96.15% |
$142K - $159K
|
36
$8.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
72.3KNew |
$11.4M - $12.8M
|
72.3K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-11- 6.18% |
$1.74K - $1.95K
|
167
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-5.23K- 61.36% |
$828K - $926K
|
3.29K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
547New |
$86.6K - $96.8K
|
547
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
55.3KNew |
$8.76M - $9.79M
|
55.3K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$158 - $177
|
1
$230
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3K+ 14.8% |
$475K - $531K
|
23.2K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
2.25KNew |
$356K - $398K
|
2.25K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.07KNew |
$486K - $544K
|
3.07K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171+ 111.76% |
$27.1K - $30.3K
|
324
$74.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-75- 49.02% |
$11.9K - $13.3K
|
78
$17.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-76.4KClosed |
$12.1M - $13.5M
|
0
$0
|
|