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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.19KNew |
$403K - $470K
|
3.19K
$747K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.1KNew |
$391K - $457K
|
3.1K
$726K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
3.05KNew |
$385K - $449K
|
3.05K
$714K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.95KNew |
$372K - $435K
|
2.95K
$691K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.65KNew |
$335K - $391K
|
2.65K
$621K
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.49KNew |
$314K - $367K
|
2.49K
$584K
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.22KNew |
$281K - $328K
|
2.22K
$521K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.09KNew |
$264K - $308K
|
2.09K
$490K
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.7K+ 83.74% |
$215K - $251K
|
3.73K
$875K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.61KNew |
$203K - $238K
|
1.61K
$378K
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.05K+ 56.63% |
$132K - $155K
|
2.9K
$679K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
862New |
$109K - $127K
|
862
$202K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
723New |
$91.3K - $107K
|
723
$170K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
707+ 100.57% |
$89.3K - $104K
|
1.41K
$331K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
655New |
$82.7K - $96.7K
|
655
$154K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
503+ 5.19% |
$63.5K - $74.2K
|
10.2K
$2.39M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
372New |
$47K - $54.9K
|
372
$87.2K
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
185+ 8.29% |
$23.4K - $27.3K
|
2.42K
$566K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
170+ 10.11% |
$21.5K - $25.1K
|
1.85K
$434K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
159+ 7.58% |
$20.1K - $23.5K
|
2.26K
$529K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
115New |
$14.5K - $17K
|
115
$27K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
75New |
$9.47K - $11.1K
|
75
$17.6K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
60New |
$7.58K - $8.85K
|
60
$14.1K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
47New |
$5.93K - $6.94K
|
47
$11K
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
39New |
$4.92K - $5.76K
|
39
$9.14K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32+ 0.78% |
$4.04K - $4.72K
|
4.14K
$970K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24New |
$3.03K - $3.54K
|
24
$5.63K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
23+ 1.56% |
$2.9K - $3.39K
|
1.49K
$350K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$2.02K - $2.36K
|
16
$3.75K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
8New |
$1.01K - $1.18K
|
8
$1.88K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4New |
$505 - $590
|
4
$938
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$253 - $295
|
939
$220K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.36% |
$126 - $148
|
280
$65.7K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
806KNew |
$113M - $139M
|
806K
$189M
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
160K+ 553.82% |
$22.3M - $27.6M
|
188K
$44.2M
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
47.5KNew |
$6.65M - $8.22M
|
47.5K
$11.1M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
30.8K+ 42.96% |
$4.31M - $5.33M
|
103K
$24M
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
26.1KNew |
$3.65M - $4.51M
|
26.1K
$6.11M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
14.3KNew |
$2M - $2.47M
|
14.3K
$3.35M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
10.5K+ 63.78% |
$1.47M - $1.82M
|
27K
$6.32M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.53K+ 292.32% |
$634K - $783K
|
6.08K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.5K+ 9.41% |
$630K - $779K
|
52.3K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.23KNew |
$452K - $558K
|
3.23K
$756K
|
|
Nov 04, 2022
Q3 2022
|
Florin Court Capital LLP
|
BUY
|
- |
3.1KNew |
$434K - $536K
|
3.1K
$727K
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$391K - $484K
|
2.8K
$656K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
2.53KNew |
$355K - $438K
|
2.53K
$594K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.23KNew |
$312K - $385K
|
2.23K
$522K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.19KNew |
$307K - $379K
|
2.19K
$514K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.84KNew |
$257K - $318K
|
1.84K
$431K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.59KNew |
$223K - $275K
|
1.59K
$373K
|