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 |
---|---|---|---|---|---|---|---|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-4- 0.21% |
$560 - $692
|
1.93K
$408K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-36- 0.57% |
$5.04K - $6.23K
|
6.25K
$1.32M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
500+ 92.08% |
$70K - $86.5K
|
1.04K
$221K
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
661+ 629.52% |
$92.5K - $114K
|
766
$162K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.19KClosed |
$446K - $551K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.38K- 63.2% |
$893K - $1.1M
|
3.72K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
815New |
$114K - $141K
|
815
$172K
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.1K- 17.51% |
$154K - $190K
|
5.18K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.23KNew |
$312K - $385K
|
2.23K
$471K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-53- 15.54% |
$7.42K - $9.17K
|
288
$61K
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 24.64% |
$70K - $86.5K
|
1.53K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 4.94% |
$1.82K - $2.25K
|
276
$58.4K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-122- 3.77% |
$17.1K - $21.1K
|
3.11K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.53K+ 292.32% |
$634K - $783K
|
6.08K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.63KClosed |
$649K - $801K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
310+ 11.36% |
$43.4K - $53.6K
|
3.04K
$643K
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
47.5KNew |
$6.65M - $8.22M
|
47.5K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.27K- 4.92% |
$458K - $566K
|
63.2K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.09K- 7.63% |
$1.13M - $1.4M
|
98K
$20.7M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
14.3KNew |
$2M - $2.47M
|
14.3K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$391K - $484K
|
2.8K
$592K
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
160K+ 553.82% |
$22.3M - $27.6M
|
188K
$39.9M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-87.1K- 91.47% |
$12.2M - $15.1M
|
8.12K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.36K- 33.37% |
$1.31M - $1.62M
|
18.7K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-16- 94.12% |
$2.24K - $2.77K
|
1
$212
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.5K+ 9.41% |
$630K - $779K
|
52.3K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-202- 8.22% |
$28.3K - $34.9K
|
2.25K
$477K
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
806KNew |
$113M - $139M
|
806K
$171M
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.34K- 7.27% |
$887K - $1.1M
|
80.8K
$17.1M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
523+ 15.75% |
$73.2K - $90.5K
|
3.84K
$813K
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.23KNew |
$452K - $558K
|
3.23K
$683K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.54K- 10.38% |
$635K - $784K
|
39.2K
$8.29M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-6- -0.0% |
$840 - $1.04K
|
241K
$50.9M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
25New |
$3.5K - $4.32K
|
25
$5.29K
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58Closed |
$8.12K - $10K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$140 - $173
|
290
$61.4K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31New |
$4.34K - $5.36K
|
31
$6.56K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-55K- 50.0% |
$7.7M - $9.51M
|
55K
$11.6M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-711Closed |
$99.5K - $123K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
390New |
$54.6K - $67.5K
|
390
$82.5K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
10.5K+ 63.78% |
$1.47M - $1.82M
|
27K
$5.71M
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-64- 9.55% |
$8.96K - $11.1K
|
606
$128K
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-415- 0.99% |
$58.1K - $71.8K
|
41.4K
$8.76M
|
|
Nov 04, 2022
Q3 2022
|
Florin Court Capital LLP
|
BUY
|
- |
3.1KNew |
$434K - $536K
|
3.1K
$656K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$840 - $1.04K
|
6
$1.27K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.44KNew |
$201K - $249K
|
1.44K
$304K
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-350- 17.5% |
$49K - $60.5K
|
1.65K
$349K
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75New |
$10.5K - $13K
|
75
$15.9K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$28K - $34.6K
|
200
$42.3K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.05% |
$420 - $519
|
5.58K
$1.18M
|