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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.7K- 8.02% |
$289K - $341K
|
19.5K
$4.57M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-40- 2.22% |
$6.8K - $8.03K
|
1.76K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-725- 8.86% |
$123K - $146K
|
7.46K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.12K+ 8.82% |
$360K - $426K
|
26.1K
$6.13M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-10.3K- 91.52% |
$1.75M - $2.07M
|
955
$224K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-148- 2.79% |
$25.2K - $29.7K
|
5.17K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.14K+ 107.64% |
$875K - $1.03M
|
9.92K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 1.34% |
$3.4K - $4.02K
|
1.47K
$345K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
462+ 5.43% |
$78.6K - $92.8K
|
8.97K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-195- 2.9% |
$33.2K - $39.2K
|
6.52K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-28- 0.3% |
$4.76K - $5.62K
|
9.25K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.11% |
$2.04K - $2.41K
|
10.8K
$2.54M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 88.72% |
$408K - $482K
|
5.1K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.07% |
$170 - $201
|
1.52K
$356K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
41+ 1.54% |
$6.97K - $8.24K
|
2.71K
$636K
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.4KNew |
$1.78M - $2.1M
|
10.4K
$2.45M
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-6.62K- 47.2% |
$1.12M - $1.33M
|
7.4K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-799- 0.61% |
$136K - $160K
|
130K
$30.6M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
187+ 11.88% |
$31.8K - $37.6K
|
1.76K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-839- 2.2% |
$143K - $169K
|
37.3K
$8.76M
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.66KNew |
$1.3M - $1.54M
|
7.66K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.64K+ 45.56% |
$959K - $1.13M
|
18K
$4.22M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 21.91% |
$701K - $828K
|
14.7K
$3.45M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-64.2K- 87.11% |
$10.9M - $12.9M
|
9.5K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
486+ 309.55% |
$82.6K - $97.6K
|
643
$151K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45+ 7.04% |
$7.65K - $9.04K
|
684
$160K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
97+ 1.55% |
$16.5K - $19.5K
|
6.37K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
154+ 3.23% |
$26.2K - $30.9K
|
4.92K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
196+ 3.97% |
$33.3K - $39.4K
|
5.14K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-259- 5.53% |
$44K - $52K
|
4.42K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 127.78% |
$11.7K - $13.9K
|
123
$28.8K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-205- 13.89% |
$34.9K - $41.2K
|
1.27K
$298K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
531K+ 63.81% |
$90.3M - $107M
|
1.36M
$320M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-344- 14.8% |
$58.5K - $69.1K
|
1.98K
$464K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-141- 0.83% |
$24K - $28.3K
|
16.8K
$3.94M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.65K+ 2.65% |
$790K - $933K
|
180K
$42.2M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
150+ 3.45% |
$25.5K - $30.1K
|
4.5K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-62- 2.04% |
$10.5K - $12.5K
|
2.98K
$698K
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-321K- 44.62% |
$54.6M - $64.5M
|
399K
$93.5M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-3.55K- 10.29% |
$603K - $713K
|
30.9K
$7.25M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-710- 43.32% |
$121K - $143K
|
929
$218K
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-333- 9.73% |
$56.6K - $66.9K
|
3.09K
$724K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.03K+ 25.81% |
$684K - $808K
|
19.6K
$4.6M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
219K+ 32.06% |
$37.2M - $44M
|
902K
$212M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.5K+ 94.41% |
$2.3M - $2.71M
|
27.8K
$6.52M
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 27.42% |
$501K - $592K
|
7.8K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-201- 12.56% |
$34.2K - $40.4K
|
1.4K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.2% |
$510 - $603
|
1.47K
$345K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.31K+ 167.39% |
$223K - $264K
|
2.1K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
178+ 4.18% |
$30.3K - $35.8K
|
4.43K
$1.04M
|