Purchases and Sales Made in Q1 2025 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2025. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.52% |
$578 - $700
|
570
$125K
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3- 0.12% |
$578 - $700
|
2.45K
$537K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.3% |
$578 - $700
|
228
$50K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.29% |
$770 - $933
|
1.38K
$302K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4- 0.16% |
$770 - $933
|
2.52K
$553K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-4- 0.24% |
$770 - $933
|
1.68K
$368K
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-5- 0.01% |
$963 - $1.17K
|
67.5K
$14.8M
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.98% |
$963 - $1.17K
|
247
$54.1K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 21.74% |
$963 - $1.17K
|
18
$3.95K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6- 0.55% |
$1.16K - $1.4K
|
1.08K
$238K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.5% |
$1.35K - $1.63K
|
1.39K
$305K
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-7- 0.68% |
$1.35K - $1.63K
|
1.02K
$224K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 2.44% |
$1.54K - $1.87K
|
320
$70.1K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 7.55% |
$1.54K - $1.87K
|
98
$21.5K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 1.02% |
$1.73K - $2.1K
|
877
$192K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-9- 0.45% |
$1.73K - $2.1K
|
2K
$438K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 2.78% |
$1.93K - $2.33K
|
350
$76.7K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12- 0.88% |
$2.31K - $2.8K
|
1.36K
$297K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.34% |
$2.31K - $2.8K
|
3.47K
$760K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-12- 0.8% |
$2.31K - $2.8K
|
1.48K
$324K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-13- 0.68% |
$2.5K - $3.03K
|
1.89K
$415K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 1.52% |
$2.7K - $3.26K
|
910
$199K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 7.78% |
$2.7K - $3.26K
|
166
$36.4K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14- 0.86% |
$2.7K - $3.26K
|
1.62K
$354K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-14- 0.81% |
$2.7K - $3.26K
|
1.73K
$378K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.24% |
$2.89K - $3.5K
|
6.3K
$1.38M
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-15- 0.7% |
$2.89K - $3.5K
|
2.14K
$470K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-15- 1.3% |
$2.89K - $3.5K
|
1.14K
$250K
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-15- 0.6% |
$2.89K - $3.5K
|
2.47K
$542K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16- 0.55% |
$3.08K - $3.73K
|
2.87K
$629K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 19.75% |
$3.08K - $3.73K
|
65
$14.2K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-19- 1.61% |
$3.66K - $4.43K
|
1.16K
$254K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-19- 95.0% |
$3.66K - $4.43K
|
1
$219
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.89% |
$3.85K - $4.66K
|
2.23K
$488K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-21- 95.45% |
$4.04K - $4.9K
|
1
$219
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-21- 0.63% |
$4.04K - $4.9K
|
3.29K
$722K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-21Closed |
$4.04K - $4.9K
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.21% |
$4.04K - $4.9K
|
10.2K
$2.24M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 9.73% |
$4.24K - $5.13K
|
204
$44.7K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-22- 7.56% |
$4.24K - $5.13K
|
269
$59K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22- 1.56% |
$4.24K - $5.13K
|
1.39K
$305K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 3.87% |
$4.43K - $5.36K
|
571
$125K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-25- 0.45% |
$4.82K - $5.83K
|
5.53K
$1.21M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 7.69% |
$4.82K - $5.83K
|
300
$65.8K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 17.24% |
$4.82K - $5.83K
|
120
$26.3K
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-25- 1.32% |
$4.82K - $5.83K
|
1.87K
$411K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-27- 41.54% |
$5.2K - $6.3K
|
38
$8.33K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-28- 39.44% |
$5.39K - $6.53K
|
43
$9.43K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-29- 0.7% |
$5.59K - $6.76K
|
4.13K
$906K
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-30- 0.33% |
$5.78K - $7K
|
9.02K
$1.98M
|