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 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$11.6K - $14K
|
60
$13.2K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$12.9K
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59New |
$11.4K - $13.8K
|
59
$12.9K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
58+ 1.91% |
$11.2K - $13.5K
|
3.09K
$678K
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
57+ 4.16% |
$11K - $13.3K
|
1.43K
$313K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
55New |
$10.6K - $12.8K
|
55
$12.1K
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
50+ 2.34% |
$9.63K - $11.7K
|
2.19K
$480K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
50New |
$9.63K - $11.7K
|
50
$11K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
50+ 0.31% |
$9.63K - $11.7K
|
16.2K
$3.54M
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
50+ 2.82% |
$9.63K - $11.7K
|
1.82K
$400K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 3.57% |
$9.24K - $11.2K
|
1.39K
$306K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48+ 2.21% |
$9.24K - $11.2K
|
2.22K
$487K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
45+ 2.41% |
$8.67K - $10.5K
|
1.92K
$420K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$8.47K - $10.3K
|
44
$9.64K
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
44+ 2.57% |
$8.47K - $10.3K
|
1.75K
$384K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 2.23% |
$8.28K - $10K
|
1.97K
$432K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43New |
$8.28K - $10K
|
43
$9.43K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 0.42% |
$7.9K - $9.56K
|
9.73K
$2.13M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 1.13% |
$7.51K - $9.09K
|
3.48K
$762K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 65.0% |
$7.51K - $9.09K
|
99
$21.7K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
38+ 36.19% |
$7.32K - $8.86K
|
143
$31.3K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
37+ 7.4% |
$7.13K - $8.63K
|
537
$118K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36+ 3.11% |
$6.93K - $8.4K
|
1.19K
$262K
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$6.74K - $8.16K
|
35
$7.67K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$5.97K - $7.23K
|
31
$6.79K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
30New |
$5.78K - $7K
|
30
$6.58K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 1350.0% |
$5.2K - $6.3K
|
29
$6.36K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 32.89% |
$4.82K - $5.83K
|
101
$22.1K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
24+ 1.27% |
$4.62K - $5.6K
|
1.91K
$419K
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
23+ 2.09% |
$4.43K - $5.36K
|
1.12K
$246K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
23+ 0.2% |
$4.43K - $5.36K
|
11.3K
$2.47M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23+ 0.4% |
$4.43K - $5.36K
|
5.7K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22+ 0.24% |
$4.24K - $5.13K
|
9.34K
$2.05M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
21+ 2.11% |
$4.04K - $4.9K
|
1.01K
$222K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 142.86% |
$3.85K - $4.66K
|
34
$7.45K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 0.28% |
$3.85K - $4.66K
|
7.16K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
19New |
$3.66K - $4.43K
|
19
$4.16K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
19+ 82.61% |
$3.66K - $4.43K
|
42
$9.21K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
17+ 0.65% |
$3.27K - $3.96K
|
2.62K
$575K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 7.73% |
$3.27K - $3.96K
|
237
$51.9K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16New |
$3.08K - $3.73K
|
16
$3.51K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.7K - $3.26K
|
14
$3.07K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13+ 0.85% |
$2.5K - $3.03K
|
1.55K
$339K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 76.47% |
$2.5K - $3.03K
|
30
$6.58K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12+ 1.66% |
$2.31K - $2.8K
|
737
$162K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12+ 0.62% |
$2.31K - $2.8K
|
1.94K
$424K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.57K
|
7.14K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
11+ 0.38% |
$2.12K - $2.57K
|
2.88K
$630K
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.27% |
$1.93K - $2.33K
|
3.72K
$816K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.93K - $2.33K
|
10
$2.19K
|