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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
PUT |
2.5KNew |
$408K - $526K
|
2.5K
$586K
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
2.19K+ 288.27% |
$357K - $460K
|
2.95K
$691K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
612New |
$99.9K - $129K
|
612
$143K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
397New |
$64.8K - $83.5K
|
397
$93.1K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
240New |
$39.2K - $50.5K
|
240
$56.3K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3+ 0.17% |
$490 - $631
|
1.79K
$421K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
152KNew |
$27.2M - $32.1M
|
152K
$35.6M
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
16KNew |
$2.86M - $3.37M
|
16K
$3.74M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
CALL |
1KNew |
$179K - $211K
|
1K
$234K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
651New |
$117K - $138K
|
651
$153K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
500+ 26.32% |
$89.7K - $106K
|
2.4K
$563K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
184New |
$33K - $38.9K
|
184
$43.1K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
161New |
$28.9K - $34K
|
161
$37.7K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
136New |
$24.4K - $28.8K
|
136
$31.9K
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
94New |
$16.9K - $19.9K
|
94
$22K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
90New |
$16.1K - $19K
|
90
$21.1K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$1.79K - $2.11K
|
10
$2.34K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
7+ 2.19% |
$1.26K - $1.48K
|
327
$76.7K
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
100K+ 20.0% |
$17.6M - $18.6M
|
600K
$141M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.49KNew |
$1.67M - $1.76M
|
9.49K
$2.23M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2KNew |
$352K - $372K
|
2K
$469K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
100+ 16.67% |
$17.6K - $18.6K
|
700
$164K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
26New |
$4.57K - $4.83K
|
26
$6.1K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11New |
$1.94K - $2.04K
|
11
$2.58K
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
4.6KNew |
$767K - $827K
|
4.6K
$1.08M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.54KNew |
$590K - $637K
|
3.54K
$830K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
PUT |
1KNew |
$167K - $180K
|
1K
$234K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
1KNew |
$167K - $180K
|
1K
$234K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
81New |
$13.5K - $14.6K
|
81
$19K
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
28New |
$4.67K - $5.04K
|
28
$6.57K
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
18New |
$3K - $3.24K
|
18
$4.22K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
62.2KNew |
$9.69M - $10.8M
|
62.2K
$14.6M
|
|
May 17, 2021
Q1 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.68K+ 85.65% |
$417K - $463K
|
5.8K
$1.36M
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.38KNew |
$371K - $412K
|
2.38K
$558K
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
208New |
$32.4K - $36K
|
208
$48.8K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.9KNew |
$271K - $305K
|
1.9K
$445K
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
1.28KNew |
$183K - $206K
|
1.28K
$300K
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
87New |
$12.4K - $14K
|
87
$20.4K
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
82+ 26.45% |
$11.7K - $13.2K
|
392
$91.9K
|
|
Mar 11, 2021
Q4 2020
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
42+ 525.0% |
$6K - $6.75K
|
50
$11.7K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.38KNew |
$178K - $212K
|
1.38K
$324K
|
|
Oct 23, 2020
Q3 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
20New |
$2.58K - $3.08K
|
20
$4.69K
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
BUY
|
- |
18+ 200.0% |
$2.32K - $2.77K
|
27
$6.33K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.3K+ 15.58% |
$213K - $307K
|
17.1K
$4.01M
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
421New |
$38.9K - $56.1K
|
421
$98.7K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.7K+ 142.42% |
$411K - $622K
|
8K
$1.88M
|
|
Apr 13, 2020
Q1 2020
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
85+ 2.15% |
$7.43K - $11.2K
|
4.03K
$945K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
140KNew |
$16.4M - $17.6M
|
140K
$32.8M
|
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.1KNew |
$364K - $391K
|
3.1K
$727K
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
2.1K+ 700.0% |
$247K - $265K
|
2.4K
$563K
|