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 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
70+ 3.45% |
$12K - $13K
|
2.1K
$419K
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
69+ 2.41% |
$11.8K - $12.8K
|
2.93K
$585K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
68+ 57.14% |
$11.6K - $12.6K
|
187
$37.3K
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
68+ 5.53% |
$11.6K - $12.6K
|
1.3K
$259K
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
67+ 2.42% |
$11.5K - $12.4K
|
2.83K
$565K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60+ 1.28% |
$10.3K - $11.1K
|
4.76K
$950K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
60+ 27.65% |
$10.3K - $11.1K
|
277
$55.3K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58New |
$9.91K - $10.7K
|
58
$11.6K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
44New |
$7.52K - $8.14K
|
44
$8.78K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$6.32K - $6.85K
|
37
$7.39K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 1.17% |
$3.76K - $4.07K
|
1.91K
$381K
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
21+ 1.0% |
$3.59K - $3.89K
|
2.12K
$423K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
20+ 1.96% |
$3.42K - $3.7K
|
1.04K
$208K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 5.81% |
$3.42K - $3.7K
|
364
$72.7K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 27.12% |
$2.73K - $2.96K
|
75
$15K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12New |
$2.05K - $2.22K
|
12
$2.4K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12+ 0.4% |
$2.05K - $2.22K
|
3.01K
$601K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.61% |
$1.88K - $2.04K
|
1.81K
$362K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 2.72% |
$1.2K - $1.3K
|
264
$52.7K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4+ 0.28% |
$684 - $740
|
1.44K
$288K
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.15% |
$342 - $370
|
1.38K
$275K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.62% |
$171 - $185
|
163
$32.5K
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.05% |
$171 - $185
|
1.84K
$367K
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.29% |
$171 - $185
|
341
$68.1K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
472K+ 1335.32% |
$69.9M - $85.7M
|
508K
$101M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
140KNew |
$20.7M - $25.3M
|
140K
$27.9M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
87.8KNew |
$13M - $15.9M
|
87.8K
$17.5M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
46.3K+ 6348.15% |
$6.85M - $8.4M
|
47K
$9.38M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
33.7KNew |
$4.99M - $6.11M
|
33.7K
$6.72M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$4.66M - $5.72M
|
31.5K
$6.29M
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
26.1KNew |
$3.86M - $4.73M
|
26.1K
$5.21M
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
11.3KNew |
$1.68M - $2.06M
|
11.3K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
10.4KNew |
$1.54M - $1.89M
|
10.4K
$2.08M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.64K+ 102.86% |
$1.43M - $1.75M
|
19K
$3.8M
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.09KNew |
$1.2M - $1.47M
|
8.09K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
7.9K+ 133.9% |
$1.17M - $1.43M
|
13.8K
$2.75M
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.2K+ 305.88% |
$770K - $943K
|
6.9K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.38K+ 4384.0% |
$649K - $795K
|
4.48K
$895K
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$580K - $711K
|
3.92K
$782K
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.8KNew |
$414K - $507K
|
2.8K
$558K
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2.67KNew |
$396K - $485K
|
2.67K
$533K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2.35KNew |
$347K - $425K
|
2.35K
$468K
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
2.31KNew |
$342K - $419K
|
2.31K
$462K
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.02KNew |
$299K - $366K
|
2.02K
$403K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.91K+ 34.3% |
$283K - $346K
|
7.48K
$1.49M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.87KNew |
$277K - $339K
|
1.87K
$373K
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.85K+ 46.97% |
$273K - $335K
|
5.78K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.81KNew |
$268K - $328K
|
1.81K
$361K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.81KNew |
$268K - $328K
|
1.81K
$361K
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.76KNew |
$260K - $319K
|
1.76K
$351K
|