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 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42KNew |
$211K - $258K
|
1.42K
$327K
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.33KNew |
$196K - $240K
|
1.33K
$305K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.23K+ 52.01% |
$182K - $223K
|
3.6K
$827K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.16KNew |
$172K - $211K
|
1.16K
$267K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.16KNew |
$172K - $211K
|
1.16K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.15KNew |
$171K - $209K
|
1.15K
$265K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$166K - $203K
|
1.12K
$257K
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
787+ 0.83% |
$117K - $143K
|
95.1K
$21.9M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
550New |
$81.4K - $99.8K
|
550
$127K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
542New |
$80.2K - $98.3K
|
542
$125K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
350New |
$51.8K - $63.5K
|
350
$80.5K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
221New |
$32.7K - $40.1K
|
221
$50.8K
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200New |
$29.6K - $36.3K
|
200
$46K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
183+ 6100.0% |
$27.1K - $33.2K
|
186
$42.8K
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
165New |
$24.4K - $29.9K
|
165
$38K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
165New |
$24.4K - $29.9K
|
165
$38K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
128New |
$18.9K - $23.2K
|
128
$29.4K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$15.5K - $19K
|
105
$24.2K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
90New |
$13.3K - $16.3K
|
90
$20.7K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
88New |
$13K - $16K
|
88
$20.2K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
78New |
$11.5K - $14.1K
|
78
$17.9K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
60New |
$8.88K - $10.9K
|
60
$13.8K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55New |
$8.14K - $9.98K
|
55
$12.7K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
44New |
$6.51K - $7.98K
|
44
$10.1K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
43New |
$6.37K - $7.8K
|
43
$9.89K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
33New |
$4.89K - $5.99K
|
33
$7.59K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
27New |
$4K - $4.9K
|
27
$6.21K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
$4K - $4.9K
|
27
$6.21K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
25+ 0.5% |
$3.7K - $4.54K
|
5.02K
$1.15M
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$3.4K - $4.17K
|
23
$5.29K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.07K - $2.54K
|
14
$3.22K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14+ 6.73% |
$2.07K - $2.54K
|
222
$51.1K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.61K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3+ 0.15% |
$444 - $544
|
2.01K
$462K
|
|
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
$49.6M
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
121K+ 76.34% |
$19.2M - $21.4M
|
280K
$64.3M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
72.3KNew |
$11.4M - $12.8M
|
72.3K
$16.6M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
68.9K+ 97.89% |
$10.9M - $12.2M
|
139K
$32M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
55.3KNew |
$8.76M - $9.79M
|
55.3K
$12.7M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
39.7KNew |
$6.29M - $7.03M
|
39.7K
$9.13M
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.6KNew |
$5.01M - $5.6M
|
31.6K
$7.28M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
20.3KNew |
$3.21M - $3.59M
|
20.3K
$4.67M
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
9.26KNew |
$1.47M - $1.64M
|
9.26K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
7.1KNew |
$1.12M - $1.26M
|
7.1K
$1.63M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.02KNew |
$1.11M - $1.24M
|
7.02K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.57KNew |
$724K - $809K
|
4.57K
$1.05M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.17KNew |
$660K - $737K
|
4.17K
$958K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.2K+ 59.84% |
$506K - $565K
|
8.53K
$1.96M
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
3.14KNew |
$497K - $555K
|
3.14K
$722K
|