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 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
761+ 1.19% |
$147K - $177K
|
64.5K
$12.7M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
759+ 10.58% |
$146K - $177K
|
7.94K
$1.57M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
719+ 35.04% |
$138K - $168K
|
2.77K
$547K
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
706+ 2.64% |
$136K - $165K
|
27.5K
$5.42M
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
657+ 13.26% |
$127K - $153K
|
5.61K
$1.11M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
629+ 2.27% |
$121K - $147K
|
28.3K
$5.59M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
599+ 0.81% |
$115K - $140K
|
75K
$14.8M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
597+ 5.03% |
$115K - $139K
|
12.5K
$2.46M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
591+ 3.07% |
$114K - $138K
|
19.8K
$3.91M
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
543+ 13.44% |
$105K - $127K
|
4.58K
$904K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
540+ 3.9% |
$104K - $126K
|
14.4K
$2.84M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
532+ 15.65% |
$102K - $124K
|
3.93K
$776K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
527+ 76.16% |
$102K - $123K
|
1.22K
$240K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
513+ 8.49% |
$98.8K - $120K
|
6.56K
$1.29M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
511+ 18.18% |
$98.4K - $119K
|
3.32K
$655K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
507+ 9.29% |
$97.6K - $118K
|
5.96K
$1.18M
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
497+ 9.08% |
$95.7K - $116K
|
5.97K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
469+ 9.61% |
$90.3K - $109K
|
5.35K
$1.05M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
469+ 50.38% |
$90.3K - $109K
|
1.4K
$276K
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
459+ 23.03% |
$88.4K - $107K
|
2.45K
$484K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
445+ 32.94% |
$85.7K - $104K
|
1.8K
$354K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
443+ 6.74% |
$85.3K - $103K
|
7.01K
$1.38M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
429+ 36.7% |
$82.6K - $100K
|
1.6K
$315K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
414+ 2.02% |
$79.7K - $96.5K
|
20.9K
$4.13M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
411+ 622.73% |
$79.2K - $95.8K
|
477
$94.1K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
406+ 4.26% |
$78.2K - $94.7K
|
9.95K
$1.96M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
389+ 4.09% |
$74.9K - $90.7K
|
9.91K
$1.95M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
384+ 20.3% |
$74K - $89.5K
|
2.28K
$449K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
370+ 12.84% |
$71.3K - $86.3K
|
3.25K
$641K
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
358+ 1.13% |
$69K - $83.5K
|
31.9K
$6.3M
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
329+ 2.75% |
$63.4K - $76.7K
|
12.3K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
314+ 25.55% |
$60.5K - $73.2K
|
1.54K
$304K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
295+ 18.2% |
$56.8K - $68.8K
|
1.92K
$378K
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
261+ 7.96% |
$50.3K - $60.9K
|
3.54K
$698K
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
257+ 4.63% |
$49.5K - $59.9K
|
5.81K
$1.15M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
255+ 23.63% |
$49.1K - $59.5K
|
1.33K
$263K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
254+ 27.4% |
$48.9K - $59.2K
|
1.18K
$233K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
235+ 3.05% |
$45.3K - $54.8K
|
7.93K
$1.56M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
233+ 2.37% |
$44.9K - $54.3K
|
10K
$1.98M
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
227+ 9.9% |
$43.7K - $52.9K
|
2.52K
$497K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222+ 1305.88% |
$42.8K - $51.8K
|
239
$47.1K
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
218+ 2.61% |
$42K - $50.8K
|
8.57K
$1.69M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
215+ 106.97% |
$41.4K - $50.1K
|
416
$82.1K
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
214+ 1.6% |
$41.2K - $49.9K
|
13.6K
$2.68M
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
214+ 1.77% |
$41.2K - $49.9K
|
12.3K
$2.42M
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
213+ 1.92% |
$41K - $49.7K
|
11.3K
$2.24M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
210+ 0.56% |
$40.4K - $49K
|
37.4K
$7.38M
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
200+ 4.76% |
$38.5K - $46.6K
|
4.4K
$868K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
198+ 8.44% |
$38.1K - $46.2K
|
2.54K
$502K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
198New |
$38.1K - $46.2K
|
198
$39.1K
|