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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.62K- 4.31% |
$313K - $379K
|
36.1K
$7.12M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.65K- 28.16% |
$318K - $385K
|
4.22K
$832K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.72K- 3.38% |
$330K - $400K
|
49K
$9.67M
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.77K- 19.16% |
$340K - $412K
|
7.45K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-1.77K- 8.04% |
$341K - $413K
|
20.3K
$4M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.9K- 85.39% |
$366K - $443K
|
325
$64.1K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.01K- 63.84% |
$386K - $468K
|
1.14K
$224K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 9.7% |
$391K - $473K
|
18.9K
$3.73M
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.09K- 41.06% |
$403K - $488K
|
3.01K
$593K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.12K- 9.29% |
$408K - $494K
|
20.7K
$4.08M
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.14K- 59.29% |
$411K - $498K
|
1.47K
$289K
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.14K- 2.03% |
$413K - $500K
|
104K
$20.4M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.19K- 88.27% |
$422K - $511K
|
291
$57.4K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.26K- 7.76% |
$434K - $526K
|
26.8K
$5.28M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.29K- 14.55% |
$441K - $534K
|
13.5K
$2.66M
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-2.38K- 27.0% |
$458K - $554K
|
6.42K
$1.27M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-2.39K- 41.49% |
$459K - $556K
|
3.36K
$664K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.42K- 20.29% |
$465K - $563K
|
9.49K
$1.87M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.46K- 18.17% |
$473K - $573K
|
11.1K
$2.18M
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-2.48K- 91.11% |
$478K - $579K
|
242
$47.7K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.52K- 9.07% |
$484K - $586K
|
25.2K
$4.98M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.56K- 17.74% |
$494K - $598K
|
11.9K
$2.34M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.57K- 12.43% |
$494K - $599K
|
18.1K
$3.57M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.87K- 13.45% |
$553K - $670K
|
18.5K
$3.65M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.92K- 50.19% |
$563K - $682K
|
2.9K
$572K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.99K- 44.47% |
$575K - $696K
|
3.73K
$735K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.13K- 32.85% |
$602K - $729K
|
6.39K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.29K- 16.91% |
$633K - $767K
|
16.2K
$3.19M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-3.75K- 16.5% |
$722K - $875K
|
19K
$3.74M
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-3.95K- 45.39% |
$761K - $922K
|
4.76K
$938K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.21K- 15.52% |
$811K - $982K
|
22.9K
$4.52M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-4.45K- 1.39% |
$858K - $1.04M
|
317K
$62.5M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.91K- 50.0% |
$946K - $1.15M
|
4.91K
$969K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.96K- 5.81% |
$955K - $1.16M
|
80.3K
$15.8M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.07K- 76.94% |
$976K - $1.18M
|
1.52K
$300K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.07K- 21.68% |
$976K - $1.18M
|
18.3K
$3.61M
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5.25K- 13.2% |
$1.01M - $1.22M
|
34.5K
$6.81M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.53K- 21.17% |
$1.07M - $1.29M
|
20.6K
$4.06M
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5.84K- 48.54% |
$1.12M - $1.36M
|
6.19K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6.41K- 40.32% |
$1.23M - $1.49M
|
9.48K
$1.87M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.65K- 26.65% |
$1.28M - $1.55M
|
18.3K
$3.61M
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.85K- 15.68% |
$1.32M - $1.6M
|
36.8K
$7.27M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.21K- 19.85% |
$1.39M - $1.68M
|
29.1K
$5.74M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.39K- 19.51% |
$1.42M - $1.72M
|
30.5K
$6.01M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-7.57K- 7.33% |
$1.46M - $1.77M
|
95.8K
$18.9M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.61K- 15.54% |
$1.46M - $1.77M
|
41.3K
$8.15M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-7.63K- 63.53% |
$1.47M - $1.78M
|
4.38K
$864K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.15K- 38.03% |
$1.57M - $1.9M
|
13.3K
$2.62M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.55K- 46.35% |
$1.65M - $1.99M
|
9.89K
$1.95M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.69K- 14.63% |
$1.67M - $2.03M
|
50.7K
$10M
|