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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.5K- 13.07% |
$255K - $301K
|
9.97K
$1.99M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.03% |
$510 - $603
|
9.04K
$1.81M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3- 9.38% |
$510 - $603
|
29
$5.79K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5- 0.24% |
$850 - $1K
|
2.1K
$419K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-160- 59.48% |
$27.2K - $32.1K
|
109
$21.8K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216- 40.53% |
$36.7K - $43.4K
|
317
$63.3K
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.85K+ 2.1% |
$315K - $372K
|
90.1K
$18M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 11.62% |
$227K - $268K
|
12.8K
$2.56M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
55+ 4.44% |
$9.35K - $11K
|
1.3K
$259K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.08K+ 16.09% |
$184K - $218K
|
7.82K
$1.56M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-190- 6.0% |
$32.3K - $38.2K
|
2.98K
$594K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-94- 2.15% |
$16K - $18.9K
|
4.27K
$853K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
143+ 6.2% |
$24.3K - $28.7K
|
2.45K
$489K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-549- 9.41% |
$93.4K - $110K
|
5.29K
$1.06M
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.26K- 1.18% |
$215K - $253K
|
106K
$21.1M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-185- 7.34% |
$31.5K - $37.2K
|
2.34K
$467K
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-580- 3.77% |
$98.6K - $116K
|
14.8K
$2.95M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
107+ 16.19% |
$18.2K - $21.5K
|
768
$153K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
1.52K+ 21.76% |
$259K - $306K
|
8.52K
$1.7M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
261K+ 463.96% |
$44.3M - $52.4M
|
317K
$63.3M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-643- 2.43% |
$109K - $129K
|
25.9K
$5.16M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1K+ 30.72% |
$2.05M - $2.42M
|
51.3K
$10.2M
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-401- 1.14% |
$68.2K - $80.5K
|
34.7K
$6.93M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-3- 0.22% |
$510 - $603
|
1.37K
$273K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.08K- 8.05% |
$183K - $216K
|
12.3K
$2.45M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-531- 69.41% |
$90.3K - $107K
|
234
$46.7K
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.05K- 17.62% |
$689K - $813K
|
18.9K
$3.78M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.23% |
$850 - $1K
|
2.17K
$434K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
258K+ 7.56% |
$43.8M - $47.6M
|
3.67M
$733M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.78% |
$2.04K - $2.21K
|
444
$88.6K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-47.1K- 56.1% |
$8M - $8.69M
|
36.9K
$7.36M
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.55KNew |
$263K - $286K
|
1.55K
$309K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.19K- 45.65% |
$201K - $219K
|
1.41K
$282K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-69- 12.41% |
$11.7K - $12.7K
|
487
$97.2K
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.07K+ 0.47% |
$182K - $198K
|
228K
$45.6M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6.84KNew |
$1.16M - $1.26M
|
6.84K
$1.37M
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-69- 0.34% |
$11.7K - $12.7K
|
20.3K
$4.05M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 7.09% |
$9.17K - $9.96K
|
708
$141K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.2K- 4.03% |
$2.24M - $2.43M
|
314K
$62.7M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
90New |
$15.3K - $16.6K
|
90
$18K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3K+ 18.31% |
$5.99M - $6.51M
|
228K
$45.5M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.6K- 2.8% |
$5.36M - $5.83M
|
1.1M
$219M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.03K+ 17.78% |
$685K - $744K
|
26.7K
$5.33M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.5K- 17.19% |
$5.86M - $6.37M
|
166K
$33.2M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-44.1K- 92.38% |
$7.48M - $8.13M
|
3.64K
$726K
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-2.38K- 53.31% |
$405K - $440K
|
2.09K
$417K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-48- 3.91% |
$8.15K - $8.85K
|
1.18K
$235K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.14K+ 26.83% |
$364K - $395K
|
10.1K
$2.02M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-650- 1.03% |
$110K - $120K
|
62.3K
$12.4M
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-11- 0.61% |
$1.87K - $2.03K
|
1.8K
$359K
|