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
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 45.03% |
$26.2K - $31.7K
|
438
$96K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
135+ 0.41% |
$26K - $31.5K
|
33.2K
$7.27M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
135+ 1.42% |
$26K - $31.5K
|
9.63K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
134+ 73.63% |
$25.8K - $31.2K
|
316
$69.3K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
133+ 31.07% |
$25.6K - $31K
|
561
$123K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
132+ 11.11% |
$25.4K - $30.8K
|
1.32K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
131New |
$25.2K - $30.5K
|
131
$28.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
126+ 7.09% |
$24.3K - $29.4K
|
1.9K
$417K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125New |
$24.1K - $29.2K
|
125
$27.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
119+ 2.87% |
$22.9K - $27.8K
|
4.26K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 7.91% |
$22.9K - $27.8K
|
1.62K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
115+ 6.4% |
$22.1K - $26.8K
|
1.91K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 1.91% |
$22.1K - $26.8K
|
6.14K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
109+ 5.7% |
$21K - $25.4K
|
2.02K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
105+ 4.88% |
$20.2K - $24.5K
|
2.26K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
105+ 6.26% |
$20.2K - $24.5K
|
1.78K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
101+ 0.73% |
$19.5K - $23.6K
|
13.9K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100+ 27.4% |
$19.3K - $23.3K
|
465
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 1.95% |
$19.1K - $23.1K
|
5.16K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
97+ 9.34% |
$18.7K - $22.6K
|
1.14K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 16.55% |
$18.5K - $22.4K
|
676
$148K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
96+ 0.34% |
$18.5K - $22.4K
|
28.5K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.71% |
$18.3K - $22.2K
|
13.4K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
93+ 6.49% |
$17.9K - $21.7K
|
1.53K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
91+ 0.86% |
$17.5K - $21.2K
|
10.7K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
91+ 2.91% |
$17.5K - $21.2K
|
3.21K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90New |
$17.3K - $21K
|
90
$19.7K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
90+ 0.33% |
$17.3K - $21K
|
27.4K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89+ 6.77% |
$17.1K - $20.8K
|
1.4K
$308K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89New |
$17.1K - $20.8K
|
89
$19.5K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
88+ 5.8% |
$16.9K - $20.5K
|
1.61K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
88+ 191.3% |
$16.9K - $20.5K
|
134
$29.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
83+ 1.73% |
$16K - $19.4K
|
4.87K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
82+ 1.61% |
$15.8K - $19.1K
|
5.16K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
80+ 4.08% |
$15.4K - $18.7K
|
2.04K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
79+ 2.06% |
$15.2K - $18.4K
|
3.91K
$856K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 7.52% |
$14.8K - $18K
|
1.1K
$241K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 53.57% |
$14.4K - $17.5K
|
215
$47.1K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
71+ 2.55% |
$13.7K - $16.6K
|
2.85K
$625K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
70+ 0.21% |
$13.5K - $16.3K
|
33.9K
$7.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
70+ 7.45% |
$13.5K - $16.3K
|
1.01K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
69+ 0.8% |
$13.3K - $16.1K
|
8.74K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
67+ 6.25% |
$12.9K - $15.6K
|
1.14K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
66+ 0.24% |
$12.7K - $15.4K
|
27.4K
$6M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
66+ 1.05% |
$12.7K - $15.4K
|
6.38K
$1.4M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
65New |
$12.5K - $15.2K
|
65
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
62+ 1.94% |
$11.9K - $14.5K
|
3.26K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
62New |
$11.9K - $14.5K
|
62
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
61+ 4.49% |
$11.7K - $14.2K
|
1.42K
$311K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 11.34% |
$11.6K - $14K
|
589
$129K
|