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 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.54K+ 13.23% |
$488K - $591K
|
21.7K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.48KNew |
$477K - $577K
|
2.48K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.47K+ 10.71% |
$475K - $575K
|
25.5K
$5.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.44K+ 120.52% |
$469K - $568K
|
4.46K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.42K+ 49.23% |
$466K - $564K
|
7.33K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.35KNew |
$452K - $547K
|
2.35K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.34K+ 348.66% |
$451K - $546K
|
3.02K
$661K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.34KNew |
$450K - $545K
|
2.34K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.29KNew |
$441K - $534K
|
2.29K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.28K+ 37.15% |
$438K - $531K
|
8.4K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.25K+ 13.75% |
$432K - $524K
|
18.6K
$4.07M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.22K+ 92.07% |
$427K - $517K
|
4.63K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.2KNew |
$424K - $513K
|
2.2K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.18KNew |
$419K - $508K
|
2.18K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.12KNew |
$408K - $493K
|
2.12K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.09K+ 47.28% |
$403K - $488K
|
6.52K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.04KNew |
$394K - $477K
|
2.04K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
2.03K+ 6.02% |
$391K - $473K
|
35.7K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.99K+ 1.08% |
$384K - $465K
|
186K
$40.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.97K+ 27.65% |
$380K - $460K
|
9.11K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.92K+ 3.78% |
$371K - $449K
|
52.9K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
1.9KNew |
$366K - $443K
|
1.9K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.9K+ 66.0% |
$365K - $442K
|
4.77K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88K+ 17.7% |
$362K - $439K
|
12.5K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.87K+ 935.5% |
$360K - $436K
|
2.07K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 91.14% |
$359K - $434K
|
3.91K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.85K+ 38.94% |
$356K - $430K
|
6.59K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.83K+ 3.31% |
$352K - $426K
|
57K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.78K+ 93.89% |
$343K - $416K
|
3.68K
$807K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 42.97% |
$343K - $415K
|
5.92K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.77K+ 24.5% |
$340K - $412K
|
8.98K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.74K+ 8.61% |
$335K - $406K
|
22K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.73K+ 14.28% |
$333K - $403K
|
13.8K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.73KNew |
$333K - $403K
|
1.73K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 11.14% |
$333K - $403K
|
17.2K
$3.78M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$330K - $399K
|
1.71K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.68KNew |
$323K - $391K
|
1.68K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.67KNew |
$321K - $389K
|
1.67K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.61K+ 5.72% |
$310K - $375K
|
29.8K
$6.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.61K+ 73.07% |
$310K - $375K
|
3.81K
$835K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.6K+ 8.69% |
$309K - $374K
|
20K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.57K+ 25.09% |
$302K - $365K
|
7.81K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54KNew |
$297K - $359K
|
1.54K
$338K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.5K+ 38.19% |
$288K - $349K
|
5.41K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.49KNew |
$287K - $347K
|
1.49K
$326K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.46KNew |
$282K - $341K
|
1.46K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.43K+ 11.11% |
$275K - $333K
|
14.3K
$3.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 16.08% |
$271K - $328K
|
10.1K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$266K - $322K
|
1.38K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 10.28% |
$265K - $321K
|
14.7K
$3.23M
|