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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-539- 6.31% |
$95K - $118K
|
8K
$1.75M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-179- 56.65% |
$31.6K - $39.1K
|
137
$30K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.34KNew |
$589K - $730K
|
3.34K
$732K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-3- 1.63% |
$529 - $656
|
181
$39.7K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-40.4K- 97.73% |
$7.12M - $8.83M
|
940
$206K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-5.32K- 29.9% |
$938K - $1.16M
|
12.5K
$2.73M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
838+ 7.16% |
$148K - $183K
|
12.5K
$2.75M
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.99KNew |
$704K - $872K
|
3.99K
$875K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-279- 5.09% |
$49.2K - $61K
|
5.2K
$1.14M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.97KNew |
$348K - $431K
|
1.97K
$432K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-75- 3.5% |
$13.2K - $16.4K
|
2.07K
$453K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-391- 27.93% |
$68.9K - $85.5K
|
1.01K
$221K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.51KNew |
$266K - $329K
|
1.51K
$330K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 20.53% |
$367K - $455K
|
8.06K
$1.77M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-15- 6.33% |
$2.65K - $3.28K
|
222
$48.7K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 1.68% |
$12.3K - $15.3K
|
4.09K
$897K
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.77K- 14.88% |
$488K - $605K
|
15.8K
$3.47M
|
|
Q1 2025 | |||||||
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65New |
$12.5K - $15.2K
|
65
$14.2K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
417+ 1.38% |
$80.3K - $97.2K
|
30.7K
$6.73M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.48K- 18.32% |
$1.44M - $1.74M
|
33.3K
$7.31M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.08% |
$193 - $233
|
1.22K
$267K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
616New |
$119K - $144K
|
616
$135K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
28.2K+ 69.5% |
$5.43M - $6.57M
|
68.7K
$15.1M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.1K+ 1600.88% |
$7.34M - $8.88M
|
40.5K
$8.87M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.97K+ 27.65% |
$380K - $460K
|
9.11K
$2M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-428- 13.61% |
$82.4K - $99.8K
|
2.72K
$595K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406- 26.76% |
$78.2K - $94.7K
|
1.11K
$244K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.5K+ 38.19% |
$288K - $349K
|
5.41K
$1.19M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.22K+ 92.07% |
$427K - $517K
|
4.63K
$1.01M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 2.25% |
$1.93K - $2.33K
|
454
$99.5K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.24KNew |
$239K - $289K
|
1.24K
$272K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 0.28% |
$3.85K - $4.66K
|
7.16K
$1.57M
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 53.57% |
$14.4K - $17.5K
|
215
$47.1K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
113K+ 129.23% |
$21.8M - $26.4M
|
201K
$44M
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.2K- 6.42% |
$1.77M - $2.15M
|
134K
$29.4M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.36K+ 1162.69% |
$1.03M - $1.25M
|
5.82K
$1.28M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7+ 140.0% |
$1.35K - $1.63K
|
12
$2.63K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 142.86% |
$3.85K - $4.66K
|
34
$7.45K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 76.47% |
$2.5K - $3.03K
|
30
$6.58K
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 11.34% |
$11.6K - $14K
|
589
$129K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$17.1K - $20.8K
|
89
$19.5K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16- 0.55% |
$3.08K - $3.73K
|
2.87K
$629K
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-368K- 19.93% |
$70.9M - $85.9M
|
1.48M
$324M
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100KNew |
$19.3M - $23.3M
|
100K
$21.9M
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
19.7KNew |
$3.79M - $4.58M
|
19.7K
$4.31M
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
42KNew |
$8.09M - $9.79M
|
42K
$9.21M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.94K+ 43.01% |
$1.72M - $2.08M
|
29.7K
$6.51M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 31.25% |
$963K - $1.17M
|
21K
$4.6M
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
24.5K+ 2682.6% |
$4.72M - $5.72M
|
25.4K
$5.57M
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
374+ 37400.0% |
$72K - $87.2K
|
375
$82.2K
|