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 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.23KClosed |
$165K - $233K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.32KClosed |
$178K - $251K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.92KNew |
$258K - $364K
|
1.92K
$450K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
4+ 5.48% |
$539 - $758
|
77
$18.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
74New |
$9.96K - $14K
|
74
$17.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-276- 14.78% |
$37.2K - $52.3K
|
1.59K
$373K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
66New |
$8.89K - $12.5K
|
66
$15.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-177Closed |
$23.8K - $33.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
111+ 0.69% |
$14.9K - $21K
|
16.3K
$3.82M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3New |
$404 - $568
|
3
$703
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
147New |
$19.8K - $27.8K
|
147
$34.5K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-191- 64.53% |
$25.7K - $36.2K
|
105
$24.6K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-191- 64.53% |
$25.7K - $36.2K
|
105
$24.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-22- 62.86% |
$2.96K - $4.17K
|
13
$3.05K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.09KClosed |
$147K - $207K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$1.62M - $2.28M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.56KClosed |
$210K - $295K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.31KClosed |
$311K - $437K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
355New |
$47.8K - $67.2K
|
355
$83.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-153Closed |
$20.6K - $29K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.97KClosed |
$400K - $563K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-60.6KClosed |
$8.15M - $11.5M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-3.47KClosed |
$467K - $656K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
5.46KNew |
$734K - $1.03M
|
5.46K
$1.28M
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-250- 3.34% |
$33.7K - $47.3K
|
7.24K
$1.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.4KNew |
$2.61M - $3.67M
|
19.4K
$4.55M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-769- 9.65% |
$104K - $146K
|
7.2K
$1.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-60Closed |
$8.08K - $11.4K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19New |
$2.56K - $3.6K
|
19
$4.45K
|
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-299- 5.07% |
$40.3K - $56.6K
|
5.6K
$1.31M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.12K- 42.14% |
$286K - $402K
|
2.91K
$683K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-342- 52.21% |
$46K - $64.8K
|
313
$73.4K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$161K - $227K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.52KClosed |
$339K - $477K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-776- 95.92% |
$104K - $147K
|
33
$7.74K
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$275K - $386K
|
2.04K
$478K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-291Closed |
$39.2K - $55.1K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-16.3KClosed |
$2.19M - $3.08M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-603- 19.02% |
$98.4K - $127K
|
2.57K
$602K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.11KClosed |
$181K - $233K
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-611- 97.29% |
$99.7K - $128K
|
17
$3.99K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-8.16KClosed |
$1.33M - $1.72M
|
0
$0
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-14.2KClosed |
$2.32M - $2.99M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40Closed |
$6.53K - $8.41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-2.91KClosed |
$474K - $611K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.31KClosed |
$214K - $276K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-145K- 90.36% |
$23.7M - $30.5M
|
15.5K
$3.63M
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$32.6M - $42.1M
|
200K
$46.9M
|
|
|
May 16, 2022
Q1 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-4.03KClosed |
$658K - $848K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-11.3KClosed |
$1.84M - $2.38M
|
0
$0
|
|