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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
542New |
$80.2K - $98.3K
|
542
$127K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
510+ 33.69% |
$75.5K - $92.5K
|
2.02K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
354+ 26.11% |
$52.4K - $64.2K
|
1.71K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
350New |
$51.8K - $63.5K
|
350
$82.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
327New |
$48.4K - $59.3K
|
327
$76.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
294+ 120.99% |
$43.5K - $53.3K
|
537
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$33.3K - $40.8K
|
225
$52.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
221New |
$32.7K - $40.1K
|
221
$51.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200New |
$29.6K - $36.3K
|
200
$46.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
183+ 6100.0% |
$27.1K - $33.2K
|
186
$43.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
178+ 2542.86% |
$26.4K - $32.3K
|
185
$43.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
175New |
$25.9K - $31.7K
|
175
$41K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
165New |
$24.4K - $29.9K
|
165
$38.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$18.9K - $23.2K
|
128
$30K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$15.5K - $19K
|
105
$24.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
94New |
$13.9K - $17.1K
|
94
$22K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
90New |
$13.3K - $16.3K
|
90
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88New |
$13K - $16K
|
88
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
78New |
$11.5K - $14.1K
|
78
$18.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
75+ 93.75% |
$11.1K - $13.6K
|
155
$36.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67New |
$9.92K - $12.2K
|
67
$15.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
61+ 0.78% |
$9.03K - $11.1K
|
7.89K
$1.85M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60New |
$8.88K - $10.9K
|
60
$14.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
60+ 7.27% |
$8.88K - $10.9K
|
885
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55New |
$8.14K - $9.98K
|
55
$12.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
51+ 2.78% |
$7.55K - $9.25K
|
1.89K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
44New |
$6.51K - $7.98K
|
44
$10.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
43New |
$6.37K - $7.8K
|
43
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
33New |
$4.89K - $5.99K
|
33
$7.74K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
31New |
$4.59K - $5.62K
|
31
$7.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
27New |
$4K - $4.9K
|
27
$6.33K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
$4K - $4.9K
|
27
$6.33K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
25+ 0.5% |
$3.7K - $4.54K
|
5.02K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$3.4K - $4.17K
|
23
$5.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.07K - $2.54K
|
14
$3.28K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14+ 6.73% |
$2.07K - $2.54K
|
222
$52.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.64K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 0.51% |
$1.04K - $1.27K
|
1.39K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3+ 0.15% |
$444 - $544
|
2.01K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.04% |
$148 - $181
|
97
$22.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
1+ 0.04% |
$148 - $181
|
2.25K
$528K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
159K+ 283.65% |
$25.2M - $28.2M
|
216K
$50.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
121K+ 76.34% |
$19.2M - $21.4M
|
280K
$65.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
72.3KNew |
$11.4M - $12.8M
|
72.3K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
68.9K+ 97.89% |
$10.9M - $12.2M
|
139K
$32.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
55.3KNew |
$8.76M - $9.79M
|
55.3K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
39.7KNew |
$6.29M - $7.03M
|
39.7K
$9.31M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.6KNew |
$5.01M - $5.6M
|
31.6K
$7.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 15.43% |
$4.66M - $5.2M
|
220K
$51.6M
|
|