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 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.91KNew |
$561K - $680K
|
2.91K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.8K+ 33.21% |
$539K - $652K
|
11.2K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$536K - $649K
|
2.78K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.69K+ 35.77% |
$519K - $628K
|
10.2K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.68KNew |
$517K - $626K
|
2.68K
$529K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.47K+ 10.71% |
$475K - $575K
|
25.5K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.44K+ 120.52% |
$469K - $568K
|
4.46K
$880K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.34K+ 348.66% |
$451K - $546K
|
3.02K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.34KNew |
$450K - $545K
|
2.34K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.18KNew |
$419K - $508K
|
2.18K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.09K+ 47.28% |
$403K - $488K
|
6.52K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.92K+ 3.78% |
$371K - $449K
|
52.9K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.85K+ 38.94% |
$356K - $430K
|
6.59K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 42.97% |
$343K - $415K
|
5.92K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.77K+ 24.5% |
$340K - $412K
|
8.98K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.73KNew |
$333K - $403K
|
1.73K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 11.14% |
$333K - $403K
|
17.2K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$330K - $399K
|
1.71K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.68KNew |
$323K - $391K
|
1.68K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.67KNew |
$321K - $389K
|
1.67K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.61K+ 5.72% |
$310K - $375K
|
29.8K
$5.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.61K+ 73.07% |
$310K - $375K
|
3.81K
$752K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.6K+ 8.69% |
$309K - $374K
|
20K
$3.95M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.57K+ 25.09% |
$302K - $365K
|
7.81K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54KNew |
$297K - $359K
|
1.54K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.49KNew |
$287K - $347K
|
1.49K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.43K+ 11.11% |
$275K - $333K
|
14.3K
$2.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 16.08% |
$271K - $328K
|
10.1K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 10.28% |
$265K - $321K
|
14.7K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.34K+ 11.33% |
$258K - $312K
|
13.2K
$2.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 2.75% |
$239K - $290K
|
46.5K
$9.16M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.18KNew |
$228K - $276K
|
1.18K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 11.84% |
$228K - $276K
|
11.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.16KNew |
$223K - $270K
|
1.16K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 48.29% |
$220K - $267K
|
3.51K
$692K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.12KNew |
$215K - $260K
|
1.12K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.11K+ 18.18% |
$214K - $259K
|
7.22K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.09KNew |
$210K - $255K
|
1.09K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.05KNew |
$202K - $244K
|
1.05K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.04K+ 7.22% |
$201K - $243K
|
15.5K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.02KNew |
$196K - $237K
|
1.02K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.01K+ 2.89% |
$195K - $236K
|
36K
$7.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1K+ 571.43% |
$193K - $233K
|
1.18K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1K+ 292.4% |
$193K - $233K
|
1.34K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
956+ 11.6% |
$184K - $223K
|
9.2K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
921+ 36.36% |
$177K - $215K
|
3.45K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
834+ 77.29% |
$161K - $194K
|
1.91K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
824+ 14.46% |
$159K - $192K
|
6.52K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
779+ 21.85% |
$150K - $182K
|
4.35K
$857K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
762+ 12.72% |
$147K - $178K
|
6.75K
$1.33M
|