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 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
187+ 15.97% |
$36K - $43.6K
|
1.36K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 9.13% |
$35.6K - $43.1K
|
2.21K
$436K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
173+ 55.27% |
$33.3K - $40.3K
|
486
$95.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
165+ 2.16% |
$31.8K - $38.5K
|
7.82K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$30.8K - $37.3K
|
160
$31.6K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
154+ 12.05% |
$29.7K - $35.9K
|
1.43K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
146+ 1.94% |
$28.1K - $34K
|
7.69K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
140+ 7.8% |
$27K - $32.6K
|
1.94K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
138+ 10.31% |
$26.6K - $32.2K
|
1.48K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 45.03% |
$26.2K - $31.7K
|
438
$86.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
134+ 73.63% |
$25.8K - $31.2K
|
316
$62.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$25.2K - $30.5K
|
131
$25.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125New |
$24.1K - $29.2K
|
125
$24.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 7.91% |
$22.9K - $27.8K
|
1.62K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
119+ 2.87% |
$22.9K - $27.8K
|
4.26K
$840K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 1.91% |
$22.1K - $26.8K
|
6.14K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
115+ 6.4% |
$22.1K - $26.8K
|
1.91K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
109+ 5.7% |
$21K - $25.4K
|
2.02K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
105+ 6.26% |
$20.2K - $24.5K
|
1.78K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
101+ 0.73% |
$19.5K - $23.6K
|
13.9K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 1.95% |
$19.1K - $23.1K
|
5.16K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
97+ 9.34% |
$18.7K - $22.6K
|
1.14K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 16.55% |
$18.5K - $22.4K
|
676
$133K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
91+ 0.86% |
$17.5K - $21.2K
|
10.7K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
91+ 2.91% |
$17.5K - $21.2K
|
3.21K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
88+ 191.3% |
$16.9K - $20.5K
|
134
$26.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
83+ 1.73% |
$16K - $19.4K
|
4.87K
$961K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
82+ 1.61% |
$15.8K - $19.1K
|
5.16K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
80+ 4.08% |
$15.4K - $18.7K
|
2.04K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 7.52% |
$14.8K - $18K
|
1.1K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
70+ 7.45% |
$13.5K - $16.3K
|
1.01K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
70+ 0.21% |
$13.5K - $16.3K
|
33.9K
$6.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
67+ 6.25% |
$12.9K - $15.6K
|
1.14K
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
66+ 1.05% |
$12.7K - $15.4K
|
6.38K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 0.24% |
$12.7K - $15.4K
|
27.4K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
62+ 1.94% |
$11.9K - $14.5K
|
3.26K
$642K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$11.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
57+ 4.16% |
$11K - $13.3K
|
1.43K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
50+ 0.31% |
$9.63K - $11.7K
|
16.2K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
50+ 2.34% |
$9.63K - $11.7K
|
2.19K
$432K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 3.57% |
$9.24K - $11.2K
|
1.39K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
45+ 2.41% |
$8.67K - $10.5K
|
1.92K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$8.47K - $10.3K
|
44
$8.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
44+ 2.57% |
$8.47K - $10.3K
|
1.75K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43New |
$8.28K - $10K
|
43
$8.48K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 2.23% |
$8.28K - $10K
|
1.97K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 0.42% |
$7.9K - $9.56K
|
9.73K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 65.0% |
$7.51K - $9.09K
|
99
$19.5K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
38+ 36.19% |
$7.32K - $8.86K
|
143
$28.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
37+ 7.4% |
$7.13K - $8.63K
|
537
$106K
|