Latest Institutional Purchases of Select Sector Spdr Consumer Di (XLY)
This list provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
37+ 7.4% |
$7.13K - $8.63K
|
537
$118K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36+ 3.11% |
$6.93K - $8.4K
|
1.19K
$262K
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$6.74K - $8.16K
|
35
$7.67K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$5.97K - $7.23K
|
31
$6.79K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
30New |
$5.78K - $7K
|
30
$6.58K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 1350.0% |
$5.2K - $6.3K
|
29
$6.36K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 32.89% |
$4.82K - $5.83K
|
101
$22.1K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
24+ 1.27% |
$4.62K - $5.6K
|
1.91K
$419K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 0.2% |
$4.43K - $5.36K
|
11.3K
$2.47M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.4% |
$4.43K - $5.36K
|
5.7K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
23+ 2.09% |
$4.43K - $5.36K
|
1.12K
$246K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22+ 0.24% |
$4.24K - $5.13K
|
9.34K
$2.05M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
21+ 2.11% |
$4.04K - $4.9K
|
1.01K
$222K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 0.28% |
$3.85K - $4.66K
|
7.16K
$1.57M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 142.86% |
$3.85K - $4.66K
|
34
$7.45K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
19+ 82.61% |
$3.66K - $4.43K
|
42
$9.21K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19New |
$3.66K - $4.43K
|
19
$4.16K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 0.65% |
$3.27K - $3.96K
|
2.62K
$575K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16New |
$3.08K - $3.73K
|
16
$3.51K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.7K - $3.26K
|
14
$3.07K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 76.47% |
$2.5K - $3.03K
|
30
$6.58K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13+ 0.85% |
$2.5K - $3.03K
|
1.55K
$339K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12+ 1.66% |
$2.31K - $2.8K
|
737
$162K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12+ 0.62% |
$2.31K - $2.8K
|
1.94K
$424K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
11+ 0.38% |
$2.12K - $2.57K
|
2.88K
$630K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.57K
|
7.14K
$1.57M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 2.25% |
$1.93K - $2.33K
|
454
$99.5K
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.27% |
$1.93K - $2.33K
|
3.72K
$816K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$2.19K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$1.54K - $1.87K
|
1.48K
$324K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.44% |
$1.54K - $1.87K
|
1.82K
$399K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 0.43% |
$1.54K - $1.87K
|
1.87K
$409K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.21% |
$1.54K - $1.87K
|
3.87K
$848K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7+ 140.0% |
$1.35K - $1.63K
|
12
$2.63K
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.26% |
$1.35K - $1.63K
|
2.74K
$601K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.11% |
$1.35K - $1.63K
|
6.39K
$1.4M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.02% |
$1.35K - $1.63K
|
690
$151K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.19% |
$1.16K - $1.4K
|
3.09K
$678K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 1.49% |
$963 - $1.17K
|
340
$74.5K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.24% |
$963 - $1.17K
|
2.09K
$459K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.1% |
$963 - $1.17K
|
4.78K
$1.05M
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
5+ 0.4% |
$963 - $1.17K
|
1.27K
$277K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.27% |
$770 - $933
|
1.48K
$324K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.89% |
$770 - $933
|
452
$99.1K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4+ 0.27% |
$770 - $933
|
1.47K
$322K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.59K
$349K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.62K
$356K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.1% |
$578 - $700
|
3.01K
$660K
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.26K
$276K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.2% |
$578 - $700
|
1.47K
$323K
|