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
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.58K+ 271.14% |
$1.07M - $1.3M
|
7.64K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.48KNew |
$1.06M - $1.28M
|
5.48K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
5.39KNew |
$1.04M - $1.26M
|
5.39K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.36K+ 1162.69% |
$1.03M - $1.25M
|
5.82K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 30.87% |
$979K - $1.19M
|
21.6K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
5.07KNew |
$977K - $1.18M
|
5.07K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.06KNew |
$974K - $1.18M
|
5.06K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.05K+ 7.01% |
$973K - $1.18M
|
77.2K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 31.25% |
$963K - $1.17M
|
21K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.93K+ 106.45% |
$950K - $1.15M
|
9.57K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.93K+ 13.11% |
$949K - $1.15M
|
42.5K
$9.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.88K+ 98.75% |
$940K - $1.14M
|
9.82K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.83K+ 1.6% |
$930K - $1.13M
|
306K
$67.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.78K+ 13.05% |
$921K - $1.12M
|
41.4K
$9.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.63K+ 4.64% |
$892K - $1.08M
|
104K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.48KNew |
$863K - $1.04M
|
4.48K
$982K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.46KNew |
$860K - $1.04M
|
4.46K
$978K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.46KNew |
$858K - $1.04M
|
4.46K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 32.87% |
$843K - $1.02M
|
17.7K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.37K+ 1.84% |
$842K - $1.02M
|
243K
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.29K+ 13.72% |
$827K - $1M
|
35.6K
$7.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.25K+ 9.33% |
$819K - $991K
|
49.8K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.16K+ 16.3% |
$800K - $969K
|
29.7K
$6.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.03K+ 119.79% |
$775K - $939K
|
7.39K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.95K+ 10.15% |
$761K - $921K
|
42.9K
$9.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.86K+ 39.78% |
$744K - $901K
|
13.6K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.74K+ 684.1% |
$721K - $873K
|
4.29K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.66K+ 114.94% |
$704K - $852K
|
6.84K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.38K+ 20.89% |
$650K - $788K
|
19.5K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.27K+ 8.2% |
$630K - $762K
|
43.1K
$9.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.19K+ 236.55% |
$615K - $744K
|
4.54K
$995K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.16K+ 40.39% |
$609K - $737K
|
11K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.13K+ 5.57% |
$603K - $730K
|
59.3K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.03K+ 7.19% |
$583K - $706K
|
45.2K
$9.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.98K+ 435.58% |
$573K - $694K
|
3.66K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.97K+ 6.99% |
$573K - $694K
|
45.5K
$9.97M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.94K+ 35.69% |
$566K - $685K
|
11.2K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.93K+ 20.82% |
$564K - $683K
|
17K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.93K+ 16.83% |
$564K - $683K
|
20.3K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.91KNew |
$561K - $680K
|
2.91K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.91KNew |
$560K - $678K
|
2.91K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.91K+ 21.88% |
$560K - $677K
|
16.2K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.9KNew |
$558K - $676K
|
2.9K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.8K+ 33.21% |
$539K - $652K
|
11.2K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.78KNew |
$536K - $649K
|
2.78K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.69K+ 35.77% |
$519K - $628K
|
10.2K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.68KNew |
$517K - $626K
|
2.68K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.67K+ 17.99% |
$514K - $623K
|
17.5K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.6K+ 52.52% |
$502K - $607K
|
7.56K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.57KNew |
$494K - $599K
|
2.57K
$563K
|