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 15, 2020
Q1 2020
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-54KClosed |
$4.72M - $7.14M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.32KClosed |
$290K - $439K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-307Closed |
$26.8K - $40.6K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-216Closed |
$18.9K - $28.6K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-11.6KClosed |
$1.01M - $1.53M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-39.6KClosed |
$3.46M - $5.24M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.81KClosed |
$246K - $372K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Spider Rock Advisors, LLC
|
SELL
|
CALL |
-1KClosed |
$87.5K - $132K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-17Closed |
$1.49K - $2.25K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.24K- 94.87% |
$283K - $428K
|
175
$41K
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-26Closed |
$2.27K - $3.44K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-30Closed |
$2.62K - $3.97K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.8KClosed |
$157K - $238K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-11.9KClosed |
$1.04M - $1.58M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-22Closed |
$1.92K - $2.91K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.11KClosed |
$185K - $279K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-232Closed |
$20.3K - $30.7K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-170Closed |
$14.9K - $22.5K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.07KClosed |
$269K - $407K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-95.8KClosed |
$8.38M - $12.7M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.33KClosed |
$291K - $441K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-176Closed |
$15.4K - $23.3K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.89KClosed |
$428K - $647K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.68KClosed |
$147K - $223K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
New Capital Management LP
|
SELL
|
- |
-181Closed |
$15.8K - $23.9K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.48KClosed |
$654K - $989K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-375Closed |
$32.8K - $49.6K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Empirical Finance, LLC
|
SELL
|
- |
-9.26KClosed |
$810K - $1.23M
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Searcy Financial Services Inc
|
SELL
|
- |
-96KClosed |
$8.39M - $12.7M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
85+ 2.15% |
$7.43K - $11.2K
|
4.03K
$945K
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-1.9KClosed |
$166K - $251K
|
0
$0
|
|
Q4 2019 | |||||||
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.1KNew |
$364K - $391K
|
3.1K
$727K
|
|
Feb 14, 2020
Q4 2019
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
140KNew |
$16.4M - $17.6M
|
140K
$32.8M
|
|
Feb 14, 2020
Q4 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-12.3KClosed |
$1.44M - $1.54M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-9.1KClosed |
$1.07M - $1.15M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.26KClosed |
$266K - $285K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
PUT |
-100KClosed |
$11.7M - $12.6M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16.7KClosed |
$1.96M - $2.1M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
138New |
$16.2K - $17.4K
|
138
$32.4K
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-105Closed |
$12.3K - $13.2K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Tiff Advisory Services Inc
|
SELL
|
- |
-25.2KClosed |
$2.96M - $3.18M
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
34New |
$3.99K - $4.29K
|
34
$7.97K
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
2.1K+ 700.0% |
$247K - $265K
|
2.4K
$563K
|
|
Jan 29, 2020
Q4 2019
|
Swarthmore Group Inc
|
SELL
|
- |
-39.7KClosed |
$4.66M - $5M
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-871Closed |
$104K - $108K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
98New |
$11.7K - $12.1K
|
98
$23K
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-125Closed |
$14.9K - $15.5K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-116KClosed |
$13.9M - $14.4M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-427Closed |
$51K - $52.8K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-402- 55.45% |
$48K - $49.7K
|
323
$75.7K
|