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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.31K+ 22.56% |
$232K - $287K
|
7.13K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
38.2KNew |
$6.74M - $8.36M
|
38.2K
$8.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.35K- 42.39% |
$414K - $513K
|
3.19K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-881- 15.78% |
$155K - $193K
|
4.7K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45+ 3.08% |
$7.94K - $9.84K
|
1.51K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-200- 88.89% |
$35.3K - $43.7K
|
25
$5.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.18K+ 14.27% |
$208K - $257K
|
9.43K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51+ 5.94% |
$8.99K - $11.1K
|
910
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-238- 17.44% |
$42K - $52K
|
1.13K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-64- 0.99% |
$11.3K - $14K
|
6.41K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
958New |
$169K - $209K
|
958
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 52.15% |
$255K - $316K
|
1.33K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-820- 3.16% |
$145K - $179K
|
25.1K
$5.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
771+ 38.45% |
$136K - $169K
|
2.78K
$639K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38- 0.64% |
$6.7K - $8.31K
|
5.9K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-610- 21.01% |
$108K - $133K
|
2.29K
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.26K- 17.18% |
$222K - $275K
|
6.07K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-963- 0.82% |
$170K - $211K
|
117K
$26.9M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
448+ 4.84% |
$79K - $97.9K
|
9.71K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-225- 11.84% |
$39.7K - $49.2K
|
1.68K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
179+ 3.71% |
$31.6K - $39.1K
|
5K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
41New |
$7.23K - $8.96K
|
41
$9.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.09% |
$176 - $219
|
1.07K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13.8K+ 77.66% |
$2.44M - $3.02M
|
31.6K
$7.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16.4K- 99.71% |
$2.89M - $3.58M
|
48
$11K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.5K+ 9.45% |
$1.15M - $1.42M
|
75.2K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01KNew |
$178K - $220K
|
1.01K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-96- 32.99% |
$16.9K - $21K
|
195
$44.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7K+ 201.54% |
$300K - $372K
|
2.55K
$585K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
1.22KNew |
$214K - $266K
|
1.22K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.98K- 40.37% |
$348K - $432K
|
2.92K
$671K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
229+ 1.38% |
$40.4K - $50.1K
|
16.9K
$3.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-15.4K- 90.79% |
$2.71M - $3.36M
|
1.56K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
102+ 3.19% |
$18K - $22.3K
|
3.3K
$759K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.4K+ 40.17% |
$422K - $524K
|
8.36K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-93.1K- 77.21% |
$16.4M - $20.4M
|
27.5K
$6.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 5.94% |
$1.06K - $1.31K
|
107
$24.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.11K- 4.4% |
$1.08M - $1.34M
|
133K
$30.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-106- 0.95% |
$18.7K - $23.2K
|
11K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.87% |
$2.12K - $2.62K
|
1.4K
$321K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-289- 2.59% |
$51K - $63.2K
|
10.9K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.3K- 11.53% |
$6.22M - $7.71M
|
271K
$62.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.1K+ 8.34% |
$3.36M - $4.17M
|
248K
$57M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.74K+ 17.01% |
$1.36M - $1.69M
|
53.2K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-28- 6.68% |
$4.94K - $6.12K
|
391
$89.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-178- 10.4% |
$31.4K - $38.9K
|
1.53K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-235- 3.83% |
$41.4K - $51.4K
|
5.9K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-81K- 62.08% |
$14.3M - $17.7M
|
49.5K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.6K+ 15.44% |
$2.04M - $2.53M
|
86.5K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 75.76% |
$8.82K - $10.9K
|
116
$26.7K
|