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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 2.29% |
$10.2K - $12.1K
|
2.56K
$512K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 0.92% |
$16K - $18.9K
|
10.3K
$2.05M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
377+ 11.83% |
$64.1K - $75.7K
|
3.56K
$711K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
79+ 3.35% |
$13.4K - $15.9K
|
2.44K
$486K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-157- 3.26% |
$26.7K - $31.5K
|
4.65K
$929K
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
144+ 0.42% |
$24.5K - $28.9K
|
34.3K
$6.84M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
54+ 2.21% |
$9.18K - $10.8K
|
2.5K
$499K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
983+ 6.38% |
$167K - $197K
|
16.4K
$3.27M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
235+ 0.7% |
$40K - $47.2K
|
34K
$6.79M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-155- 1.41% |
$26.4K - $31.1K
|
10.9K
$2.17M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-514- 2.28% |
$87.4K - $103K
|
22.1K
$4.4M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-48- 3.7% |
$8.16K - $9.64K
|
1.25K
$249K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$170 - $201
|
1.62K
$324K
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.01KNew |
$681K - $805K
|
4.01K
$800K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-15- 0.21% |
$2.55K - $3.01K
|
7.2K
$1.44M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
944+ 146.13% |
$161K - $190K
|
1.59K
$317K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-294- 3.22% |
$50K - $59.1K
|
8.85K
$1.77M
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.24K- 87.18% |
$1.23M - $1.45M
|
1.06K
$212K
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.22% |
$510 - $603
|
1.36K
$272K
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.54K+ 120.92% |
$262K - $310K
|
2.82K
$563K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
589+ 7.47% |
$100K - $118K
|
8.47K
$1.69M
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.49K- 23.83% |
$254K - $300K
|
4.77K
$952K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.06K- 40.43% |
$520K - $614K
|
4.5K
$899K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-130- 5.4% |
$22.1K - $26.1K
|
2.28K
$454K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
176+ 3.48% |
$29.9K - $35.4K
|
5.23K
$1.04M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.25K- 34.64% |
$382K - $451K
|
4.24K
$846K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
73.1K+ 1257.2% |
$12.4M - $14.7M
|
79K
$15.8M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 20.0% |
$4.76K - $5.62K
|
112
$22.4K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
137+ 2.0% |
$23.3K - $27.5K
|
6.99K
$1.4M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.1% |
$340 - $402
|
1.92K
$384K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
186+ 4.34% |
$31.6K - $37.4K
|
4.47K
$892K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-24- 1.1% |
$4.08K - $4.82K
|
2.17K
$433K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
475New |
$80.8K - $95.4K
|
475
$94.8K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 166.44% |
$1.86M - $2.2M
|
17.5K
$3.5M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-466- 21.61% |
$79.2K - $93.6K
|
1.69K
$337K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-20- 0.36% |
$3.4K - $4.02K
|
5.46K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.31K+ 1.07% |
$222K - $262K
|
123K
$24.6M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-94- 20.04% |
$16K - $18.9K
|
375
$74.9K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.46% |
$170 - $201
|
220
$43.9K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50New |
$8.5K - $10K
|
50
$9.98K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.24K- 94.37% |
$211K - $249K
|
74
$14.8K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.79K+ 21.85% |
$304K - $359K
|
9.96K
$1.99M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
35+ 0.9% |
$5.95K - $7.03K
|
3.92K
$782K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-75- 11.57% |
$12.8K - $15.1K
|
573
$114K
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.24% |
$510 - $603
|
1.27K
$253K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 5.84% |
$22.1K - $26.1K
|
2.36K
$470K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
148+ 2.59% |
$25.2K - $29.7K
|
5.87K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-12- 0.12% |
$2.04K - $2.41K
|
9.74K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
15+ 0.84% |
$2.55K - $3.01K
|
1.8K
$360K
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
429+ 3.24% |
$73K - $86.2K
|
13.7K
$2.73M
|