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 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13New |
$1.87K - $2.21K
|
13
$2.99K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.81KNew |
$404K - $478K
|
2.81K
$646K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
747+ 4.02% |
$107K - $127K
|
19.3K
$4.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-60- 44.44% |
$8.61K - $10.2K
|
75
$17.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
64.2KNew |
$9.22M - $10.9M
|
64.2K
$14.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
345+ 11.69% |
$49.5K - $58.6K
|
3.3K
$757K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-265- 60.23% |
$38K - $45K
|
175
$40.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
27KNew |
$3.87M - $4.58M
|
27K
$6.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.23KNew |
$176K - $209K
|
1.23K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.32KNew |
$907K - $1.07M
|
6.32K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-400- 1.35% |
$57.4K - $67.9K
|
29.3K
$6.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 3.1% |
$4.59K - $5.43K
|
1K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.32% |
$3.01K - $3.57K
|
1.57K
$362K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
397New |
$57K - $67.4K
|
397
$91.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-408- 8.33% |
$58.6K - $69.3K
|
4.49K
$1.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-65- 76.47% |
$9.33K - $11K
|
20
$4.59K
|
|
| Q1 2023 | |||||||
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.6KClosed |
$206K - $250K
|
0
$0
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-193- 99.48% |
$24.8K - $30.1K
|
1
$230
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
300New |
$38.5K - $46.8K
|
300
$68.9K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$568K - $690K
|
4.42K
$1.02M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-45- 30.82% |
$5.78K - $7.03K
|
101
$23.2K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.11KNew |
$399K - $485K
|
3.11K
$713K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.11KNew |
$399K - $485K
|
3.11K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
15KNew |
$1.93M - $2.34M
|
15K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-18.2K- 51.54% |
$2.33M - $2.83M
|
17.1K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
PUT |
-105K- 99.0% |
$13.4M - $16.4M
|
1.06K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-198- 5.83% |
$25.4K - $30.9K
|
3.2K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
118KNew |
$15.2M - $18.5M
|
118K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.3KNew |
$167K - $203K
|
1.3K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-761- 27.92% |
$97.7K - $119K
|
1.97K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-130- 47.27% |
$16.7K - $20.3K
|
145
$33.3K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.43KNew |
$184K - $223K
|
1.43K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.53KNew |
$1.22M - $1.49M
|
9.53K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
2MNew |
$257M - $312M
|
2M
$459M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-358Closed |
$46K - $55.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
34.4K+ 421.86% |
$4.42M - $5.38M
|
42.6K
$9.79M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-142- 5.73% |
$18.2K - $22.2K
|
2.34K
$537K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.15K- 74.92% |
$148K - $180K
|
385
$88.4K
|
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
363KNew |
$46.6M - $56.7M
|
363K
$83.4M
|
|
|
May 11, 2023
Q1 2023
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
17KNew |
$2.18M - $2.65M
|
17K
$3.91M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
388New |
$49.8K - $60.6K
|
388
$89.1K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
377New |
$48.4K - $58.9K
|
377
$86.6K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.44K+ 33.08% |
$313K - $381K
|
9.82K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.47KNew |
$189K - $229K
|
1.47K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6New |
$770 - $937
|
6
$1.38K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
29.7KNew |
$3.81M - $4.63M
|
29.7K
$6.82M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.11KNew |
$399K - $485K
|
3.11K
$713K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-207- 10.81% |
$26.6K - $32.3K
|
1.71K
$392K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.6KNew |
$2.13M - $2.59M
|
16.6K
$3.82M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
333New |
$42.8K - $52K
|
333
$76.5K
|
|