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 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.21KNew |
$173K - $205K
|
1.21K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
419New |
$60.1K - $71.2K
|
419
$91.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
272+ 6.49% |
$39K - $46.2K
|
4.46K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
300+ 60.0% |
$43.1K - $50.9K
|
800
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
952+ 11.28% |
$137K - $162K
|
9.39K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
PUT |
5KNew |
$718K - $849K
|
5K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17- 4.21% |
$2.44K - $2.89K
|
387
$84.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-35- 0.9% |
$5.02K - $5.94K
|
3.87K
$848K
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.38KNew |
$341K - $403K
|
2.38K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
575New |
$82.5K - $97.6K
|
575
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.26KNew |
$612K - $724K
|
4.26K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$28.7M - $34M
|
200K
$43.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$144 - $170
|
5.69K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
20New |
$2.87K - $3.4K
|
20
$4.38K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2New |
$287 - $340
|
2
$438
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 1.05% |
$8.61K - $10.2K
|
5.79K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$1.72K - $2.04K
|
12
$2.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
126+ 0.15% |
$18.1K - $21.4K
|
86.3K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-996- 7.43% |
$143K - $169K
|
12.4K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-226- 6.14% |
$32.4K - $38.4K
|
3.46K
$758K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
97New |
$13.9K - $16.5K
|
97
$21.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
115+ 1.9% |
$16.5K - $19.5K
|
6.16K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
530New |
$76.1K - $90K
|
530
$116K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.73K- 2.16% |
$248K - $293K
|
78.2K
$17.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.88K- 26.21% |
$557K - $659K
|
10.9K
$2.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
46New |
$6.6K - $7.81K
|
46
$10.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.27KNew |
$182K - $215K
|
1.27K
$277K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 1.68% |
$2.58K - $3.06K
|
1.09K
$238K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13New |
$1.87K - $2.21K
|
13
$2.85K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.81KNew |
$404K - $478K
|
2.81K
$617K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
747+ 4.02% |
$107K - $127K
|
19.3K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-60- 44.44% |
$8.61K - $10.2K
|
75
$16.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
345+ 11.69% |
$49.5K - $58.6K
|
3.3K
$722K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-265- 60.23% |
$38K - $45K
|
175
$38.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
27KNew |
$3.87M - $4.58M
|
27K
$5.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.23KNew |
$176K - $209K
|
1.23K
$269K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.32KNew |
$907K - $1.07M
|
6.32K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-400- 1.35% |
$57.4K - $67.9K
|
29.3K
$6.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 3.1% |
$4.59K - $5.43K
|
1K
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.32% |
$3.01K - $3.57K
|
1.57K
$345K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-408- 8.33% |
$58.6K - $69.3K
|
4.49K
$984K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-65- 76.47% |
$9.33K - $11K
|
20
$4.38K
|
|
| 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
$219
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$568K - $690K
|
4.42K
$969K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-45- 30.82% |
$5.78K - $7.03K
|
101
$22.1K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.11KNew |
$399K - $485K
|
3.11K
$681K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.11KNew |
$399K - $485K
|
3.11K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
15KNew |
$1.93M - $2.34M
|
15K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-18.2K- 51.54% |
$2.33M - $2.83M
|
17.1K
$3.74M
|
|