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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$178K - $211K
|
1.05K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$170 - $201
|
1.38K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 27.5% |
$5.61K - $6.63K
|
87
$19.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.51KNew |
$257K - $304K
|
1.51K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
274+ 2.09% |
$46.6K - $55K
|
13.4K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-107- 5.69% |
$18.2K - $21.5K
|
1.77K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-275- 5.05% |
$46.8K - $55.2K
|
5.17K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-960- 81.98% |
$163K - $193K
|
211
$46.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-45- 3.46% |
$7.65K - $9.04K
|
1.26K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.84KNew |
$654K - $772K
|
3.84K
$843K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
12New |
$2.04K - $2.41K
|
12
$2.63K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$264K - $312K
|
1.56K
$341K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
110New |
$18.7K - $22.1K
|
110
$24.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$8.16K - $9.64K
|
48
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
7.04KNew |
$1.2M - $1.41M
|
7.04K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 1100.0% |
$1.87K - $2.21K
|
12
$2.63K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1KNew |
$170K - $201K
|
1K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.4K+ 2.03% |
$5.85M - $6.91M
|
1.73M
$380M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 3.69% |
$2.42M - $2.86M
|
371K
$81.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-24- 68.57% |
$4.08K - $4.82K
|
11
$2.41K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
25New |
$4.25K - $5.02K
|
25
$5.48K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11- 8.4% |
$1.87K - $2.21K
|
120
$26.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-148- 12.49% |
$25.2K - $29.7K
|
1.04K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.64K+ 293.56% |
$279K - $330K
|
2.2K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-377- 15.46% |
$64.1K - $75.7K
|
2.06K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41+ 136.67% |
$6.97K - $8.24K
|
71
$15.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$180K - $213K
|
1.06K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
422New |
$71.8K - $84.8K
|
422
$92.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
87+ 10.14% |
$14.8K - $17.5K
|
945
$207K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.05KNew |
$179K - $211K
|
1.05K
$230K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
31New |
$5.27K - $6.23K
|
31
$6.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
475New |
$80.8K - $95.4K
|
475
$104K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50New |
$8.5K - $10K
|
50
$11K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-160- 59.48% |
$27.2K - $32.1K
|
109
$23.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216- 40.53% |
$36.7K - $43.4K
|
317
$69.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
55+ 4.44% |
$9.35K - $11K
|
1.3K
$284K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-580- 3.77% |
$98.6K - $116K
|
14.8K
$3.24M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.23% |
$850 - $1K
|
2.17K
$477K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-48- 3.91% |
$8.15K - $8.85K
|
1.18K
$258K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
534+ 23.1% |
$90.7K - $98.5K
|
2.85K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
41.4KNew |
$7.03M - $7.63M
|
41.4K
$9.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 3.6% |
$14.1K - $15.3K
|
2.22K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14New |
$2.38K - $2.58K
|
14
$3.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
200KNew |
$34M - $36.9M
|
200K
$43.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-99.9K- 14.27% |
$17M - $18.4M
|
600K
$132M
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
6.14KNew |
$1.04M - $1.13M
|
6.14K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
150KNew |
$25.5M - $27.7M
|
150K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-43.9K- 67.42% |
$7.45M - $8.1M
|
21.2K
$4.65M
|
|