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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.47KNew |
$189K - $229K
|
1.47K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6New |
$770 - $937
|
6
$1.27K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
29.7KNew |
$3.81M - $4.63M
|
29.7K
$6.28M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.11KNew |
$399K - $485K
|
3.11K
$657K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-207- 10.81% |
$26.6K - $32.3K
|
1.71K
$361K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.6KNew |
$2.13M - $2.59M
|
16.6K
$3.52M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
333New |
$42.8K - $52K
|
333
$70.5K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
562New |
$72.2K - $87.8K
|
562
$119K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
190New |
$24.4K - $29.7K
|
190
$40.2K
|
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
12KNew |
$1.54M - $1.87M
|
12K
$2.54M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2KNew |
$256K - $312K
|
2K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-61- 2.08% |
$7.83K - $9.53K
|
2.88K
$608K
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
75KNew |
$9.63M - $11.7M
|
75K
$15.9M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.66K- 24.6% |
$213K - $259K
|
5.09K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.67KNew |
$600K - $729K
|
4.67K
$989K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
552+ 96.0% |
$70.9K - $86.2K
|
1.13K
$239K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.41KNew |
$181K - $220K
|
1.41K
$298K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
10+ 1.59% |
$1.28K - $1.56K
|
640
$135K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
81.2KNew |
$10.4M - $12.7M
|
81.2K
$17.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
321+ 2.99% |
$41.2K - $50.1K
|
11K
$2.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 22.76% |
$27.1K - $32.9K
|
716
$152K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-272- 40.3% |
$34.9K - $42.5K
|
403
$85.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
4.91KNew |
$631K - $767K
|
4.91K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-56- 37.33% |
$7.19K - $8.74K
|
94
$19.9K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-11- 0.84% |
$1.41K - $1.72K
|
1.3K
$276K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-2.12K- 54.17% |
$273K - $332K
|
1.8K
$380K
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-778- 50.0% |
$99.9K - $121K
|
778
$165K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4New |
$514 - $625
|
4
$847
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-168- 62.45% |
$21.6K - $26.2K
|
101
$21.4K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
185+ 8.29% |
$23.4K - $27.3K
|
2.42K
$511K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.2KNew |
$1.79M - $2.1M
|
14.2K
$3.01M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
75New |
$9.47K - $11.1K
|
75
$15.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.65KNew |
$335K - $391K
|
2.65K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.93K- 11.97% |
$244K - $285K
|
14.2K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-242- 9.9% |
$30.6K - $35.7K
|
2.2K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.7K+ 83.74% |
$215K - $251K
|
3.73K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-50- 2.9% |
$6.31K - $7.38K
|
1.67K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-327- 9.6% |
$41.3K - $48.3K
|
3.08K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9.01K+ 30.35% |
$1.14M - $1.33M
|
38.7K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
115New |
$14.5K - $17K
|
115
$24.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-97.1K- 64.65% |
$12.3M - $14.3M
|
53.1K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
4.3K+ 19.37% |
$543K - $635K
|
26.5K
$5.61M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
173KNew |
$21.8M - $25.5M
|
173K
$36.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
15KNew |
$1.89M - $2.21M
|
15K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20.5KNew |
$2.59M - $3.03M
|
20.5K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
20.3KNew |
$2.56M - $3M
|
20.3K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
862New |
$109K - $127K
|
862
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
159+ 7.58% |
$20.1K - $23.5K
|
2.26K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
60New |
$7.58K - $8.85K
|
60
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
123KNew |
$15.5M - $18.1M
|
123K
$25.9M
|
|