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 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36+ 3.11% |
$6.93K - $8.4K
|
1.19K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$5.97K - $7.23K
|
31
$6.12K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
30New |
$5.78K - $7K
|
30
$5.92K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 1350.0% |
$5.2K - $6.3K
|
29
$5.72K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
24+ 1.27% |
$4.62K - $5.6K
|
1.91K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
23+ 2.09% |
$4.43K - $5.36K
|
1.12K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.4% |
$4.43K - $5.36K
|
5.7K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 0.2% |
$4.43K - $5.36K
|
11.3K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
19+ 82.61% |
$3.66K - $4.43K
|
42
$8.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19New |
$3.66K - $4.43K
|
19
$3.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 7.73% |
$3.27K - $3.96K
|
237
$46.8K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 0.65% |
$3.27K - $3.96K
|
2.62K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.7K - $3.26K
|
14
$2.76K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13+ 0.85% |
$2.5K - $3.03K
|
1.55K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12+ 0.62% |
$2.31K - $2.8K
|
1.94K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.57K
|
7.14K
$1.41M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$1.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.21% |
$1.54K - $1.87K
|
3.87K
$764K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 0.43% |
$1.54K - $1.87K
|
1.87K
$368K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.44% |
$1.54K - $1.87K
|
1.82K
$359K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 1.02% |
$1.35K - $1.63K
|
690
$136K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.19% |
$1.16K - $1.4K
|
3.09K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.46% |
$963 - $1.17K
|
1.09K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.1% |
$963 - $1.17K
|
4.78K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
5+ 0.4% |
$963 - $1.17K
|
1.27K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.24% |
$963 - $1.17K
|
2.09K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.59K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4+ 0.27% |
$770 - $933
|
1.47K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.89% |
$770 - $933
|
452
$89.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$770 - $933
|
1.62K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.2% |
$578 - $700
|
1.47K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.1% |
$578 - $700
|
3.01K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.27K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.26K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2+ 0.11% |
$385 - $466
|
1.76K
$347K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2+ 0.19% |
$385 - $466
|
1.03K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.01% |
$193 - $233
|
13.8K
$2.71M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.38K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.02% |
$193 - $233
|
5.99K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$193 - $233
|
425
$83.8K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$193 - $233
|
4.17K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$193 - $233
|
1
$197
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.07% |
$193 - $233
|
1.43K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.61% |
$193 - $233
|
164
$32.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.23% |
$193 - $233
|
429
$84.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.15% |
$193 - $233
|
650
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.06% |
$193 - $233
|
1.64K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.14% |
$385 - $466
|
1.41K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.36% |
$385 - $466
|
145
$28.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.3% |
$578 - $700
|
228
$45K
|