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 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
$75.1K
|
|
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
|
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
$1.15M
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-250- 3.34% |
$33.7K - $47.3K
|
7.24K
$1.53M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-769- 9.65% |
$104K - $146K
|
7.2K
$1.52M
|
|
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
$4.02K
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-299- 5.07% |
$40.3K - $56.6K
|
5.6K
$1.19M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.12K- 42.14% |
$286K - $402K
|
2.91K
$616K
|
|
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
$6.98K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$275K - $386K
|
2.04K
$432K
|
|
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
$543K
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.11KClosed |
$181K - $233K
|
0
$0
|
|
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
$3.28M
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$32.6M - $42.1M
|
200K
$42.3M
|
|
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
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.33KClosed |
$216K - $279K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25Closed |
$4.08K - $5.26K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-169Closed |
$27.6K - $35.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-50KClosed |
$8.16M - $10.5M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-11KClosed |
$1.8M - $2.31M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-80.1KClosed |
$13.1M - $16.9M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-7.15KClosed |
$1.17M - $1.5M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-303Closed |
$49.4K - $63.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5.29KClosed |
$864K - $1.11M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.38K- 30.84% |
$388K - $500K
|
5.33K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.5KClosed |
$408K - $526K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8.95KClosed |
$1.46M - $1.88M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3+ 0.17% |
$490 - $631
|
1.79K
$380K
|
|
May 12, 2022
Q1 2022
|
Anson Funds Management LP
Dallas, TX |
SELL
|
PUT |
-37.5KClosed |
$6.12M - $7.89M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-5.75KClosed |
$939K - $1.21M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.27KClosed |
$696K - $897K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$3.26K - $4.21K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.1KClosed |
$180K - $232K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-49.3KClosed |
$8.05M - $10.4M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$408K - $526K
|
0
$0
|