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 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
20KNew |
$3.4M - $4.02M
|
20K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 23.32% |
$188K - $223K
|
5.86K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-60.5K- 88.48% |
$10.3M - $12.1M
|
7.87K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.16K- 3.57% |
$707K - $835K
|
112K
$26.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-73- 0.4% |
$12.4K - $14.7K
|
18.1K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 2.04% |
$10K - $11.9K
|
2.95K
$693K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-291- 8.62% |
$49.5K - $58.5K
|
3.08K
$723K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 8.79% |
$8.16K - $9.64K
|
594
$139K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
260+ 18.92% |
$44.2K - $52.2K
|
1.63K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
569+ 2.45% |
$96.8K - $114K
|
23.8K
$5.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.68K- 25.56% |
$966K - $1.14M
|
16.5K
$3.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.12KNew |
$190K - $224K
|
1.12K
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
23.5KNew |
$3.99M - $4.71M
|
23.5K
$5.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.32K+ 7.18% |
$224K - $265K
|
19.7K
$4.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1- 0.25% |
$170 - $201
|
400
$93.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-78- 5.58% |
$13.3K - $15.7K
|
1.32K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.75K+ 39.56% |
$298K - $352K
|
6.18K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
164+ 13.41% |
$27.9K - $32.9K
|
1.39K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-80- 2.04% |
$13.6K - $16.1K
|
3.84K
$899K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.29% |
$170 - $201
|
342
$80.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55+ 0.49% |
$9.35K - $11K
|
11.4K
$2.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.04KNew |
$176K - $208K
|
1.04K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
928+ 29.88% |
$158K - $186K
|
4.03K
$946K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.21K- 9.41% |
$206K - $243K
|
11.6K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
13+ 1.0% |
$2.21K - $2.61K
|
1.32K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-210- 1.88% |
$35.7K - $42.2K
|
10.9K
$2.57M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
77+ 6.6% |
$13.1K - $15.5K
|
1.24K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15- 0.02% |
$2.55K - $3.01K
|
94.9K
$22.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.97KNew |
$505K - $596K
|
2.97K
$696K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.2KNew |
$544K - $643K
|
3.2K
$750K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
122+ 1.09% |
$20.7K - $24.5K
|
11.3K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37+ 1.64% |
$6.29K - $7.43K
|
2.29K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
300KNew |
$51M - $60.3M
|
300K
$70.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
83+ 23.06% |
$14.1K - $16.7K
|
443
$104K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-148- 3.34% |
$25.2K - $29.7K
|
4.29K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18- 1.04% |
$3.06K - $3.62K
|
1.71K
$401K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.07K+ 4.88% |
$182K - $216K
|
23.1K
$5.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.74K+ 1.62% |
$636K - $752K
|
235K
$55.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
162+ 1.14% |
$27.5K - $32.5K
|
14.4K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-111- 6.12% |
$18.9K - $22.3K
|
1.7K
$399K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.57K- 56.48% |
$1.29M - $1.52M
|
5.83K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.03% |
$680 - $803
|
393
$92.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 357.95% |
$815K - $963K
|
6.13K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-96- 4.27% |
$16.3K - $19.3K
|
2.15K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.17KNew |
$199K - $235K
|
1.17K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.51% |
$170 - $201
|
197
$46.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.09% |
$2.38K - $2.81K
|
16K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.33K+ 56.98% |
$1.08M - $1.27M
|
17.4K
$4.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.09KNew |
$185K - $219K
|
1.09K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 4.34% |
$18.4M - $21.7M
|
2.6M
$609M
|