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 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
56.5KNew |
$8.11M - $9.59M
|
56.5K
$13M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-110- 3.82% |
$15.8K - $18.7K
|
2.77K
$637K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-107K- 98.68% |
$15.4M - $18.2M
|
1.44K
$330K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
181New |
$26K - $30.7K
|
181
$41.6K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.79KNew |
$1.12M - $1.32M
|
7.79K
$1.79M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.33KNew |
$765K - $905K
|
5.33K
$1.22M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
2.56KNew |
$368K - $435K
|
2.56K
$589K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
133New |
$19.1K - $22.6K
|
133
$30.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.08K+ 47.33% |
$442K - $523K
|
9.59K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.79KNew |
$257K - $304K
|
1.79K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.85K- 31.24% |
$266K - $314K
|
4.07K
$935K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-99- 99.0% |
$14.2K - $16.8K
|
1
$230
|
|
|
Aug 14, 2023
Q2 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
PUT |
40KNew |
$5.74M - $6.79M
|
40K
$9.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80New |
$11.5K - $13.6K
|
80
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-325- 21.26% |
$46.7K - $55.2K
|
1.2K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
94+ 4.0% |
$13.5K - $16K
|
2.44K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-60.1K- 96.26% |
$8.62M - $10.2M
|
2.33K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.21KNew |
$173K - $205K
|
1.21K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
419New |
$60.1K - $71.2K
|
419
$96.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
272+ 6.49% |
$39K - $46.2K
|
4.46K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
152KNew |
$21.8M - $25.8M
|
152K
$34.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
300+ 60.0% |
$43.1K - $50.9K
|
800
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
952+ 11.28% |
$137K - $162K
|
9.39K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
PUT |
5KNew |
$718K - $849K
|
5K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
500K+ 16695.72% |
$71.7M - $84.9M
|
503K
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17- 4.21% |
$2.44K - $2.89K
|
387
$88.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-35- 0.9% |
$5.02K - $5.94K
|
3.87K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
23.5KNew |
$3.37M - $3.98M
|
23.5K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.38KNew |
$341K - $403K
|
2.38K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
575New |
$82.5K - $97.6K
|
575
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.26KNew |
$612K - $724K
|
4.26K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$28.7M - $34M
|
200K
$45.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$144 - $170
|
5.69K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$2.87K - $3.4K
|
20
$4.59K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$287 - $340
|
2
$459
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 1.05% |
$8.61K - $10.2K
|
5.79K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$1.72K - $2.04K
|
12
$2.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
126+ 0.15% |
$18.1K - $21.4K
|
86.3K
$19.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-996- 7.43% |
$143K - $169K
|
12.4K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-226- 6.14% |
$32.4K - $38.4K
|
3.46K
$794K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
97New |
$13.9K - $16.5K
|
97
$22.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
20.7KNew |
$2.97M - $3.51M
|
20.7K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
115+ 1.9% |
$16.5K - $19.5K
|
6.16K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
530New |
$76.1K - $90K
|
530
$122K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.73K- 2.16% |
$248K - $293K
|
78.2K
$18M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.22KNew |
$175K - $208K
|
1.22K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.88K- 26.21% |
$557K - $659K
|
10.9K
$2.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
46New |
$6.6K - $7.81K
|
46
$10.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.27KNew |
$182K - $215K
|
1.27K
$291K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 1.68% |
$2.58K - $3.06K
|
1.09K
$250K
|