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 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 2.0% |
$353 - $437
|
102
$23.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-199- 2.55% |
$35.1K - $43.5K
|
7.62K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11.6K+ 43.42% |
$2.05M - $2.54M
|
38.4K
$8.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
930New |
$164K - $203K
|
930
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$176 - $219
|
2.84K
$654K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
22.9KNew |
$4.04M - $5M
|
22.9K
$5.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-666- 5.58% |
$117K - $146K
|
11.3K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 9.18% |
$218K - $270K
|
12.2K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.88K+ 27.6% |
$331K - $410K
|
8.67K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.82K+ 63.98% |
$497K - $616K
|
7.23K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-122- 2.69% |
$21.5K - $26.7K
|
4.42K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-237- 6.03% |
$41.8K - $51.8K
|
3.7K
$850K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
986New |
$174K - $216K
|
986
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
960New |
$169K - $210K
|
960
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 31.34% |
$256K - $317K
|
6.07K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-305- 1.73% |
$53.8K - $66.7K
|
17.3K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 3.69% |
$13.2K - $16.4K
|
1.96K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-370- 10.12% |
$65.2K - $80.9K
|
3.29K
$756K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 18.53% |
$8.46K - $10.5K
|
211
$48.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
918+ 17.17% |
$162K - $201K
|
6.27K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.33K- 10.6% |
$587K - $727K
|
28.1K
$6.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-158- 11.63% |
$27.9K - $34.5K
|
1.2K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6- 0.27% |
$1.06K - $1.31K
|
2.18K
$502K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8- 0.57% |
$1.41K - $1.75K
|
1.39K
$319K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.58K- 24.27% |
$279K - $346K
|
4.94K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.32K+ 445.39% |
$1.64M - $2.04M
|
11.4K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
317+ 9.74% |
$55.9K - $69.3K
|
3.57K
$821K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 1.25% |
$1.94K - $2.4K
|
888
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.06K- 12.15% |
$186K - $231K
|
7.64K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
5+ 0.5% |
$882 - $1.09K
|
1.02K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24.4KNew |
$4.3M - $5.33M
|
24.4K
$5.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
16.6KNew |
$2.92M - $3.63M
|
16.6K
$3.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.2K+ 63.93% |
$2.5M - $3.09M
|
36.3K
$8.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.6K- 17.22% |
$7.68M - $9.52M
|
209K
$48.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
32+ 2.16% |
$5.64K - $6.99K
|
1.51K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-584- 34.11% |
$103K - $128K
|
1.13K
$259K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19.3K- 75.38% |
$3.4M - $4.22M
|
6.3K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-579- 2.69% |
$102K - $127K
|
21K
$4.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-58- 6.68% |
$10.2K - $12.7K
|
810
$186K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
819+ 30.15% |
$144K - $179K
|
3.54K
$813K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.35K- 49.74% |
$591K - $733K
|
3.39K
$779K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.13K- 5.78% |
$376K - $466K
|
34.7K
$7.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2+ 0.19% |
$353 - $437
|
1.03K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4- 0.08% |
$705 - $874
|
4.77K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.68K+ 70.93% |
$825K - $1.02M
|
11.3K
$2.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
405+ 5.11% |
$71.4K - $88.5K
|
8.34K
$1.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-108K- 26.5% |
$19M - $23.6M
|
299K
$68.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
186+ 2.85% |
$32.8K - $40.7K
|
6.71K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
981New |
$173K - $214K
|
981
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.6K+ 5.28% |
$2.22M - $2.76M
|
251K
$57.8M
|