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 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
658+ 4.12% |
$127K - $153K
|
16.6K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.2K- 7.92% |
$9.86M - $11.9M
|
595K
$126M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-21Closed |
$4.04K - $4.9K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
184+ 1.93% |
$35.4K - $42.9K
|
9.73K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-4.4K- 4.91% |
$847K - $1.03M
|
85.2K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
851New |
$164K - $198K
|
851
$180K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-19- 95.0% |
$3.66K - $4.43K
|
1
$212
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-515- 14.25% |
$99.2K - $120K
|
3.1K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
133+ 31.07% |
$25.6K - $31K
|
561
$119K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-260- 2.24% |
$50.1K - $60.6K
|
11.4K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-132- 5.13% |
$25.4K - $30.8K
|
2.44K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
454+ 18.55% |
$87.4K - $106K
|
2.9K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.86K+ 39.78% |
$744K - $901K
|
13.6K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-763- 10.57% |
$147K - $178K
|
6.46K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.28K- 39.06% |
$246K - $297K
|
1.99K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-94- 3.35% |
$18.1K - $21.9K
|
2.72K
$575K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48+ 2.21% |
$9.24K - $11.2K
|
2.22K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-62- 0.59% |
$11.9K - $14.5K
|
10.5K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.02KNew |
$195K - $237K
|
1.02K
$215K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-90- 5.08% |
$17.3K - $21K
|
1.68K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.07K- 76.94% |
$976K - $1.18M
|
1.52K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-30- 0.65% |
$5.78K - $7K
|
4.6K
$973K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-195- 1.75% |
$37.6K - $45.5K
|
10.9K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-458- 6.15% |
$88.2K - $107K
|
6.99K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-231- 2.36% |
$44.5K - $53.9K
|
9.54K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-28- 39.44% |
$5.39K - $6.53K
|
43
$9.1K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
10.6KNew |
$2.05M - $2.48M
|
10.6K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$1.54K - $1.87K
|
1.48K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.54K+ 13.23% |
$488K - $591K
|
21.7K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-487- 10.55% |
$93.8K - $114K
|
4.13K
$874K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.27K- 3.87% |
$244K - $295K
|
31.4K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89+ 6.77% |
$17.1K - $20.8K
|
1.4K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-51- 2.99% |
$9.82K - $11.9K
|
1.66K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-442- 4.13% |
$85.1K - $103K
|
10.3K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.04KNew |
$394K - $477K
|
2.04K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-634- 20.74% |
$122K - $148K
|
2.42K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.73K+ 14.28% |
$333K - $403K
|
13.8K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-7.63K- 63.53% |
$1.47M - $1.78M
|
4.38K
$927K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 6.41% |
$27.3K - $33.1K
|
2.36K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
135+ 1.42% |
$26K - $31.5K
|
9.63K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
148+ 1.8% |
$28.5K - $34.5K
|
8.36K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.29KNew |
$441K - $534K
|
2.29K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-85- 4.84% |
$16.4K - $19.8K
|
1.67K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11.4K- 3.85% |
$2.2M - $2.66M
|
285K
$60.4M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-689- 82.12% |
$133K - $161K
|
150
$31.7K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 3.44% |
$224K - $271K
|
35K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.29K- 14.55% |
$441K - $534K
|
13.5K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-265- 1.49% |
$51K - $61.8K
|
17.5K
$3.71M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132+ 11.11% |
$25.4K - $30.8K
|
1.32K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.9KNew |
$2.1M - $2.54M
|
10.9K
$2.31M
|