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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-330- 21.39% |
$56K - $60.9K
|
1.21K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
31+ 1.94% |
$5.26K - $5.72K
|
1.63K
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
40.3KNew |
$6.85M - $7.44M
|
40.3K
$8.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70+ 10.51% |
$11.9K - $12.9K
|
736
$156K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
17New |
$2.89K - $3.14K
|
17
$3.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 15.71% |
$7.47K - $8.12K
|
324
$68.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 4.51% |
$2.72K - $2.95K
|
371
$78.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
35+ 20.96% |
$5.94K - $6.46K
|
202
$42.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 37.25% |
$3.23K - $3.5K
|
32
$6.77K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.92KNew |
$495K - $538K
|
2.92K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-54- 68.35% |
$9.17K - $9.96K
|
25
$5.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
92+ 3.42% |
$15.6K - $17K
|
2.78K
$588K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20.4KNew |
$3.47M - $3.77M
|
20.4K
$4.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$8.66K - $9.41K
|
51
$10.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-141K- 33.19% |
$23.9M - $26M
|
284K
$60.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-156- 2.29% |
$26.5K - $28.8K
|
6.66K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-287- 39.1% |
$48.7K - $52.9K
|
447
$94.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39New |
$6.62K - $7.19K
|
39
$8.25K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
107New |
$18.2K - $19.7K
|
107
$22.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
97+ 6.99% |
$16.5K - $17.9K
|
1.49K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
720+ 3.7% |
$122K - $133K
|
20.2K
$4.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
600New |
$102K - $111K
|
600
$127K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
55+ 3.04% |
$9.34K - $10.1K
|
1.87K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$193K - $209K
|
1.13K
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48- 37.5% |
$8.15K - $8.85K
|
80
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.98KNew |
$506K - $550K
|
2.98K
$631K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
64New |
$10.9K - $11.8K
|
64
$13.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-251- 5.43% |
$42.6K - $46.3K
|
4.37K
$924K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
31New |
$5.26K - $5.72K
|
31
$6.56K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$5.08K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-54- 80.6% |
$9.17K - $9.96K
|
13
$2.75K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
38+ 12.22% |
$6.49K - $7.03K
|
349
$73.9K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
50K+ 185.19% |
$8.55M - $9.25M
|
77K
$16.3M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
65+ 125.0% |
$11.1K - $12K
|
117
$24.8K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.6KNew |
$2.33M - $2.52M
|
13.6K
$2.88M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
402New |
$68.7K - $74.4K
|
402
$85.1K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 6.55% |
$14.5K - $15.7K
|
1.21K
$257K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.79KNew |
$476K - $515K
|
2.79K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
17.7KNew |
$3.02M - $3.27M
|
17.7K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1.34K+ 2.36% |
$228K - $247K
|
57.8K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.05K- 57.26% |
$350K - $379K
|
1.53K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
133New |
$22.7K - $24.6K
|
133
$28.1K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.21KNew |
$719K - $779K
|
4.21K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.1KNew |
$188K - $204K
|
1.1K
$233K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
373KNew |
$63.7M - $69M
|
373K
$78.9M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-7.78K- 99.99% |
$1.33M - $1.44M
|
1
$212
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.1K- 11.07% |
$530K - $574K
|
24.9K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 6.7% |
$18.8K - $20.4K
|
1.53K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
7.23KNew |
$1.24M - $1.34M
|
7.23K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.17KNew |
$199K - $216K
|
1.17K
$247K
|
|