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 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
19.7KNew |
$3.8M - $4.6M
|
19.7K
$4.18M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-86.8K- 97.44% |
$16.7M - $20.2M
|
2.28K
$482K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
342+ 3.18% |
$65.9K - $79.8K
|
11.1K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.4K+ 57.66% |
$19M - $23M
|
269K
$57M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-60.2K- 12.9% |
$11.6M - $14M
|
407K
$86.1M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.83K- 14.35% |
$352K - $427K
|
10.9K
$2.31M
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
315+ 1.82% |
$60.7K - $73.5K
|
17.6K
$3.73M
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
727+ 47.86% |
$140K - $170K
|
2.25K
$475K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.29% |
$193 - $233
|
344
$72.8K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
374+ 20.63% |
$72K - $87.2K
|
2.19K
$463K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
240New |
$46.2K - $56K
|
240
$50.8K
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
5.07KNew |
$977K - $1.18M
|
5.07K
$1.07M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-829- 0.3% |
$160K - $193K
|
274K
$58M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25.9K+ 23945.37% |
$4.98M - $6.03M
|
26K
$5.5M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
264+ 14.61% |
$50.8K - $61.6K
|
2.07K
$438K
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.67K+ 17.99% |
$514K - $623K
|
17.5K
$3.71M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.2K- 8.67% |
$2.16M - $2.61M
|
118K
$25M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.5K+ 15.28% |
$6.46M - $7.82M
|
253K
$53.5M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-16.5K- 79.78% |
$3.18M - $3.85M
|
4.19K
$886K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.15K- 31.98% |
$222K - $269K
|
2.45K
$519K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.7K+ 52.11% |
$2.05M - $2.49M
|
31.1K
$6.59M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-88- 6.8% |
$16.9K - $20.5K
|
1.21K
$255K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-116- 1.54% |
$22.3K - $27.1K
|
7.4K
$1.57M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.55K- 46.35% |
$1.65M - $1.99M
|
9.89K
$2.09M
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-55- 0.27% |
$10.6K - $12.8K
|
20K
$4.24M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-212- 19.79% |
$40.8K - $49.4K
|
859
$182K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 2.44% |
$1.54K - $1.87K
|
320
$67.7K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-500- 14.97% |
$96.3K - $117K
|
2.84K
$601K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
50+ 2.82% |
$9.63K - $11.7K
|
1.82K
$386K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$12.5K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-82- 0.42% |
$15.8K - $19.1K
|
19.6K
$4.16M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 0.94% |
$27.9K - $33.8K
|
15.6K
$3.29M
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
569+ 30.19% |
$110K - $133K
|
2.45K
$519K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.12% |
$385 - $466
|
1.71K
$362K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
977+ 105.28% |
$188K - $228K
|
1.91K
$403K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
62New |
$11.9K - $14.5K
|
62
$13.1K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-124- 5.37% |
$23.9K - $28.9K
|
2.18K
$462K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.39K- 19.51% |
$1.42M - $1.72M
|
30.5K
$6.45M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
247+ 46.69% |
$47.6K - $57.6K
|
776
$164K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-228- 14.14% |
$43.9K - $53.2K
|
1.39K
$293K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-520- 10.56% |
$100K - $121K
|
4.41K
$933K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
142+ 4.56% |
$27.3K - $33.1K
|
3.25K
$689K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-290- 4.08% |
$55.9K - $67.6K
|
6.82K
$1.44M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-97- 1.61% |
$18.7K - $22.6K
|
5.94K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 1.13% |
$7.51K - $9.09K
|
3.48K
$736K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-432- 21.59% |
$83.2K - $101K
|
1.57K
$332K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 32.89% |
$4.82K - $5.83K
|
101
$21.4K
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-77- 1.24% |
$14.8K - $18K
|
6.14K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-279- 20.42% |
$53.7K - $65.1K
|
1.09K
$230K
|