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 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-427- 9.89% |
$82.2K - $99.6K
|
3.89K
$767K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-430- 26.99% |
$82.8K - $100K
|
1.16K
$229K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-450- 6.14% |
$86.7K - $105K
|
6.88K
$1.36M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-454- 10.35% |
$87.4K - $106K
|
3.93K
$776K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-462- 6.16% |
$89K - $108K
|
7.04K
$1.39M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-464- 6.19% |
$89.4K - $108K
|
7.03K
$1.39M
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-464- 1.97% |
$89.4K - $108K
|
23K
$4.55M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-478- 1.44% |
$92.1K - $111K
|
32.8K
$6.47M
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-490- 23.73% |
$94.4K - $114K
|
1.58K
$311K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-493- 69.44% |
$95K - $115K
|
217
$42.8K
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-522- 14.79% |
$101K - $122K
|
3.01K
$593K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-522- 7.3% |
$101K - $122K
|
6.62K
$1.31M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-523- 1.87% |
$101K - $122K
|
27.5K
$5.43M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 8.59% |
$109K - $132K
|
6.04K
$1.19M
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-583- 24.99% |
$112K - $136K
|
1.75K
$345K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-588- 7.01% |
$113K - $137K
|
7.8K
$1.54M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-594- 31.83% |
$114K - $139K
|
1.27K
$251K
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-601- 3.93% |
$116K - $140K
|
14.7K
$2.9M
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-650- 1.51% |
$125K - $152K
|
42.5K
$8.39M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-680- 18.44% |
$131K - $159K
|
3.01K
$593K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-689- 92.36% |
$133K - $161K
|
57
$11.2K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-693- 1.26% |
$133K - $162K
|
54.4K
$10.7M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-699- 40.73% |
$135K - $163K
|
1.02K
$201K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-713- 39.72% |
$137K - $166K
|
1.08K
$213K
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-748- 0.97% |
$144K - $174K
|
76.5K
$15.1M
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-749- 6.58% |
$144K - $175K
|
10.6K
$2.1M
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-764- 28.53% |
$147K - $178K
|
1.91K
$378K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-773- 17.19% |
$149K - $180K
|
3.73K
$735K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-809- 20.18% |
$156K - $189K
|
3.2K
$631K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-885- 10.88% |
$170K - $206K
|
7.25K
$1.43M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-958- 10.08% |
$185K - $223K
|
8.55K
$1.69M
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-962- 10.18% |
$185K - $224K
|
8.49K
$1.67M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-995- 8.42% |
$192K - $232K
|
10.8K
$2.13M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1K- 35.57% |
$193K - $234K
|
1.82K
$358K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.03K- 4.64% |
$198K - $239K
|
21.1K
$4.16M
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.04K- 18.38% |
$199K - $241K
|
4.6K
$907K
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.06K- 22.34% |
$203K - $246K
|
3.67K
$724K
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.06K- 6.83% |
$205K - $248K
|
14.5K
$2.86M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.07K- 7.76% |
$206K - $249K
|
12.7K
$2.5M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.1K- 6.63% |
$212K - $257K
|
15.5K
$3.06M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.17K- 38.0% |
$226K - $273K
|
1.91K
$377K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 2.18% |
$226K - $274K
|
52.8K
$10.4M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.19K- 24.13% |
$228K - $276K
|
3.73K
$735K
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.2K- 15.94% |
$231K - $279K
|
6.32K
$1.25M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 41.9% |
$232K - $281K
|
1.67K
$330K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.24K- 18.49% |
$239K - $290K
|
5.48K
$1.08M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 10.45% |
$247K - $298K
|
11K
$2.16M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.32K- 5.6% |
$255K - $309K
|
22.3K
$4.4M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.35K- 1.03% |
$260K - $315K
|
129K
$25.5M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.39K- 66.17% |
$268K - $324K
|
710
$140K
|