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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
64New |
$10.9K - $11.8K
|
64
$12.8K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
61+ 0.89% |
$10.4K - $11.3K
|
6.95K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
59+ 0.34% |
$10K - $10.9K
|
17.5K
$3.5M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
55+ 0.45% |
$9.34K - $10.1K
|
12.2K
$2.44M
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
55+ 3.04% |
$9.34K - $10.1K
|
1.87K
$373K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54New |
$9.17K - $9.96K
|
54
$10.8K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53+ 12.96% |
$9K - $9.78K
|
462
$92.2K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51New |
$8.66K - $9.41K
|
51
$10.2K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
49+ 0.29% |
$8.32K - $9.04K
|
16.9K
$3.38M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.24% |
$8.15K - $8.85K
|
19.9K
$3.98M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46New |
$7.81K - $8.48K
|
46
$9.18K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
45New |
$7.64K - $8.3K
|
45
$8.98K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
45+ 3.58% |
$7.64K - $8.3K
|
1.3K
$260K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$7.47K - $8.12K
|
44
$8.78K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 15.71% |
$7.47K - $8.12K
|
324
$64.7K
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
42+ 0.08% |
$7.13K - $7.75K
|
53.8K
$10.7M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
41+ 3.62% |
$6.96K - $7.56K
|
1.17K
$234K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 1.78% |
$6.79K - $7.38K
|
2.29K
$458K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
40+ 0.51% |
$6.79K - $7.38K
|
7.96K
$1.59M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
39+ 1.9% |
$6.62K - $7.19K
|
2.09K
$417K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 4.07% |
$6.62K - $7.19K
|
998
$199K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39New |
$6.62K - $7.19K
|
39
$7.79K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
38+ 6.54% |
$6.45K - $7.01K
|
619
$124K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
35+ 20.96% |
$5.94K - $6.46K
|
202
$40.3K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33New |
$5.6K - $6.09K
|
33
$6.59K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 1.4% |
$5.26K - $5.72K
|
2.25K
$449K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
31+ 1.94% |
$5.26K - $5.72K
|
1.63K
$325K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31+ 1.49% |
$5.26K - $5.72K
|
2.11K
$420K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
31New |
$5.26K - $5.72K
|
31
$6.19K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
29+ 1.87% |
$4.92K - $5.35K
|
1.58K
$315K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
28+ 0.09% |
$4.75K - $5.16K
|
32.9K
$6.57M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$4.24K - $4.61K
|
25
$4.99K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$4.79K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24New |
$4.07K - $4.43K
|
24
$4.79K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
17New |
$2.89K - $3.14K
|
17
$3.39K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 6.15% |
$2.72K - $2.95K
|
276
$55.1K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
16+ 4.51% |
$2.72K - $2.95K
|
371
$74.1K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16+ 0.88% |
$2.72K - $2.95K
|
1.84K
$368K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
15+ 0.25% |
$2.55K - $2.77K
|
6.02K
$1.2M
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
15+ 0.1% |
$2.55K - $2.77K
|
15.4K
$3.07M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14New |
$2.38K - $2.58K
|
14
$2.79K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.78% |
$2.04K - $2.21K
|
444
$88.6K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9+ 0.28% |
$1.53K - $1.66K
|
3.27K
$653K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8+ 0.73% |
$1.36K - $1.48K
|
1.1K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7+ 1.33% |
$1.19K - $1.29K
|
534
$107K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.22% |
$1.02K - $1.11K
|
2.76K
$551K
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$1.02K - $1.11K
|
6
$1.2K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.02K - $1.11K
|
6.65K
$1.33M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.13% |
$1.02K - $1.11K
|
4.78K
$954K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.9% |
$849 - $922
|
268
$53.5K
|