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 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-10K- 47.62% |
$1.93M - $2.33M
|
11K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-10.5K- 48.61% |
$2.02M - $2.45M
|
11.1K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.87K- 90.34% |
$360K - $436K
|
200
$42.3K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.46KNew |
$282K - $341K
|
1.46K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.13K+ 211.07% |
$217K - $262K
|
1.66K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
300KNew |
$57.8M - $70M
|
300K
$63.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.47K- 63.59% |
$284K - $344K
|
844
$179K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-229- 3.54% |
$44.1K - $53.4K
|
6.25K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.6K+ 52.52% |
$502K - $607K
|
7.56K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-85.9K- 83.53% |
$16.5M - $20M
|
16.9K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.9K+ 66.0% |
$365K - $442K
|
4.77K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.66K- 76.15% |
$320K - $387K
|
520
$110K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
593+ 44.12% |
$114K - $138K
|
1.94K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.1K- 7.42% |
$3.29M - $3.98M
|
213K
$45M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.2K+ 108.21% |
$7.17M - $8.69M
|
71.7K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
$7.7M - $9.33M
|
40K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
998+ 15.83% |
$192K - $233K
|
7.3K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-39- 4.37% |
$7.51K - $9.09K
|
854
$181K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
359+ 28.65% |
$69.1K - $83.7K
|
1.61K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 39.12% |
$250K - $303K
|
4.62K
$978K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.84K- 22.95% |
$547K - $662K
|
9.53K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.74K+ 8.61% |
$335K - $406K
|
22K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.89K- 21.13% |
$1.33M - $1.61M
|
25.7K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.34KNew |
$258K - $312K
|
1.34K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-21- 0.63% |
$4.04K - $4.9K
|
3.29K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139+ 0.0% |
$26.8K - $32.4K
|
2.96M
$627M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
75KNew |
$14.4M - $17.5M
|
75K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.32K+ 68.43% |
$253K - $307K
|
3.24K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-82- 4.88% |
$15.8K - $19.1K
|
1.6K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-126- 5.19% |
$24.3K - $29.4K
|
2.3K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-7.18K- 25.46% |
$1.38M - $1.68M
|
21K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17.9K+ 233.54% |
$3.45M - $4.18M
|
25.6K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.02K- 32.12% |
$195K - $237K
|
2.15K
$454K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.93K+ 20.82% |
$564K - $683K
|
17K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1K- 2.35% |
$193K - $234K
|
41.7K
$8.83M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.2KNew |
$424K - $513K
|
2.2K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-231- 3.24% |
$44.5K - $53.9K
|
6.9K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.44% |
$193 - $233
|
226
$47.8K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.26K- 20.87% |
$243K - $294K
|
4.78K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-2.96K- 60.45% |
$570K - $690K
|
1.94K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.71% |
$18.3K - $22.2K
|
13.4K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
88+ 5.8% |
$16.9K - $20.5K
|
1.61K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-332- 0.47% |
$63.9K - $77.4K
|
69.7K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
553KNew |
$106M - $129M
|
553K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.48KNew |
$863K - $1.04M
|
4.48K
$948K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-24.7K- 47.21% |
$4.75M - $5.76M
|
27.6K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-160- 2.79% |
$30.8K - $37.3K
|
5.58K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.35K- 17.61% |
$259K - $314K
|
6.3K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 31.33% |
$788K - $954K
|
8.96K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.06KNew |
$974K - $1.18M
|
5.06K
$1.07M
|