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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.22KNew |
$281K - $328K
|
2.22K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
707+ 100.57% |
$89.3K - $104K
|
1.41K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
23+ 1.56% |
$2.9K - $3.39K
|
1.49K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
41.9KNew |
$5.29M - $6.18M
|
41.9K
$9.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.36% |
$126 - $148
|
280
$65.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-6- 0.08% |
$758 - $885
|
7.77K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-660- 76.74% |
$83.3K - $97.4K
|
200
$46.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.95KNew |
$372K - $435K
|
2.95K
$689K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-30.4K- 94.29% |
$3.84M - $4.48M
|
1.84K
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
503+ 5.19% |
$63.5K - $74.2K
|
10.2K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-22K- 92.05% |
$2.78M - $3.25M
|
1.9K
$444K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.61KNew |
$203K - $238K
|
1.61K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
39New |
$4.92K - $5.76K
|
39
$9.11K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-91- 81.98% |
$11.5K - $13.4K
|
20
$4.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24New |
$3.03K - $3.54K
|
24
$5.61K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
12.5KNew |
$1.58M - $1.84M
|
12.5K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
47New |
$5.93K - $6.94K
|
47
$11K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$505 - $590
|
4
$934
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.48K- 17.0% |
$440K - $514K
|
17K
$3.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
BUY
|
- |
8.07K+ 38.84% |
$1.02M - $1.19M
|
28.8K
$6.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.37K- 38.87% |
$678K - $792K
|
8.44K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-27K- 82.69% |
$3.41M - $3.98M
|
5.65K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.18KNew |
$527K - $616K
|
4.18K
$975K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
3.79K+ 131.17% |
$479K - $560K
|
6.68K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.2K+ 335.15% |
$1.29M - $1.51M
|
13.3K
$3.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.82K- 10.5% |
$230K - $268K
|
15.5K
$3.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.09KNew |
$264K - $308K
|
2.09K
$488K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-100- 17.12% |
$12.6K - $14.8K
|
484
$113K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-100- 4.17% |
$12.6K - $14.8K
|
2.3K
$537K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.19KNew |
$403K - $470K
|
3.19K
$745K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.49KNew |
$314K - $367K
|
2.49K
$581K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
5.5KNew |
$694K - $812K
|
5.5K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32+ 0.78% |
$4.04K - $4.72K
|
4.14K
$967K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
568KNew |
$71.7M - $83.7M
|
568K
$133M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-473- 91.14% |
$59.7K - $69.8K
|
46
$10.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
3.4KNew |
$429K - $501K
|
3.4K
$794K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 1.45% |
$379 - $443
|
204
$47.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$2.02K - $2.36K
|
16
$3.74K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-711- 3.04% |
$89.8K - $105K
|
22.7K
$5.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
170+ 10.11% |
$21.5K - $25.1K
|
1.85K
$433K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
3.05KNew |
$385K - $449K
|
3.05K
$712K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-9.7K- 31.91% |
$1.22M - $1.43M
|
20.7K
$4.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
38.5KNew |
$4.86M - $5.68M
|
38.5K
$8.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.05K+ 56.63% |
$132K - $155K
|
2.9K
$677K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
8New |
$1.01K - $1.18K
|
8
$1.87K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
723New |
$91.3K - $107K
|
723
$169K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
655New |
$82.7K - $96.7K
|
655
$153K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
372New |
$47K - $54.9K
|
372
$86.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$253 - $295
|
939
$219K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
CALL |
-200- 28.57% |
$25.3K - $29.5K
|
500
$117K
|