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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-609- 7.11% |
$85.3K - $105K
|
7.95K
$1.68M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-17- 22.67% |
$2.38K - $2.94K
|
58
$12.3K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.84KNew |
$257K - $318K
|
1.84K
$389K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.11K- 18.3% |
$155K - $192K
|
4.96K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-61- 1.52% |
$8.54K - $10.6K
|
3.94K
$835K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3+ 3.85% |
$420 - $519
|
81
$17.1K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
51New |
$7.14K - $8.82K
|
51
$10.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.19KNew |
$307K - $379K
|
2.19K
$464K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$7.56K - $9.34K
|
54
$11.4K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
64New |
$8.96K - $11.1K
|
64
$13.5K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-513- 21.13% |
$71.8K - $88.7K
|
1.92K
$405K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-340- 5.74% |
$47.6K - $58.8K
|
5.59K
$1.18M
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
1.31K+ 27.61% |
$183K - $226K
|
6.05K
$1.28M
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
26.1KNew |
$3.65M - $4.51M
|
26.1K
$5.52M
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
2.53KNew |
$355K - $438K
|
2.53K
$536K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-130- 56.03% |
$18.2K - $22.5K
|
102
$21.6K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.59KNew |
$223K - $275K
|
1.59K
$337K
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-48- 27.59% |
$6.72K - $8.3K
|
126
$26.7K
|
|
Q2 2022 | |||||||
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.58KClosed |
$213K - $299K
|
0
$0
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-12.9K- 9.66% |
$1.74M - $2.44M
|
121K
$25.5M
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-11.1K- 77.16% |
$1.49M - $2.1M
|
3.27K
$693K
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-344- 13.44% |
$46.3K - $65.2K
|
2.22K
$469K
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-366Closed |
$49.3K - $69.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-36Closed |
$4.85K - $6.82K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.48K- 77.45% |
$199K - $280K
|
431
$91.2K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.06KClosed |
$142K - $200K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.9KClosed |
$3.76M - $5.29M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-135- 8.43% |
$18.2K - $25.6K
|
1.47K
$310K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-17Closed |
$2.29K - $3.22K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-716Closed |
$96.4K - $136K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-766- 7.78% |
$103K - $145K
|
9.08K
$1.92M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.95KClosed |
$666K - $937K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2KClosed |
$269K - $379K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
1.64KNew |
$221K - $311K
|
1.64K
$348K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-420Closed |
$56.5K - $79.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10.4KClosed |
$1.41M - $1.98M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
96KNew |
$12.9M - $18.2M
|
96K
$20.3M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.4KNew |
$3.14M - $4.42M
|
23.4K
$4.94M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$13.5K - $18.9K
|
100
$21.2K
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
PUT |
-2.3KClosed |
$310K - $436K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.82KClosed |
$245K - $345K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-44.4K- 15.58% |
$5.98M - $8.41M
|
241K
$50.9M
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.35KClosed |
$181K - $255K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.25KClosed |
$169K - $237K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-287K- 95.77% |
$38.7M - $54.4M
|
12.7K
$2.69M
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-83- 25.94% |
$11.2K - $15.7K
|
237
$50.2K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-273Closed |
$36.8K - $51.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-144- 30.19% |
$19.4K - $27.3K
|
333
$70.5K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-889- 27.88% |
$120K - $168K
|
2.3K
$487K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.55KClosed |
$208K - $293K
|
0
$0
|