Insight Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 41,333 shares of XLY stock, worth $8.23 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

41,333

Previous 48,938 15.54%

Holding current value

$8.23 Million

Previous $11 Million 25.82%

% of portfolio

1.12%

Previous 1.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	SELL	$192.6 - $233.2 $1.46 Million - $1.77 Million	-7,605 Reduced 15.54%	41,333 $8.14 Million
Q4 2024 Jan 06, 2025	BUY	$194.8 - $239.43 $9.53 Million - $11.7 Million	48,938 New	48,938 $11 Million
Q1 2022 Apr 12, 2022	SELL	$163.19 - $210.31 $170,043 - $219,143	-1,042 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$179.37 - $211.42 $186,903 - $220,299	1,042 New	1,042 $213,000
Q2 2021 Aug 12, 2021	SELL	$166.65 - $179.87 $233,809 - $252,357	-1,403 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$155.83 - $173.21 $4,051 - $4,503	-26 Reduced 1.82%	1,403 $236,000
Q4 2020 Feb 05, 2021	BUY	$142.97 - $160.78 $285 - $321	2 Added 0.14%	1,429 $230,000
Q3 2020 Oct 29, 2020	SELL	$129.0 - $153.76 $60,759 - $72,420	-471 Reduced 24.82%	1,427 $210,000
Q2 2020 Jul 31, 2020	SELL	$92.41 - $133.25 $96,476 - $139,113	-1,044 Reduced 35.49%	1,898 $242,000
Q1 2020 Apr 21, 2020	SELL	$87.45 - $132.32 $14.5 Million - $21.9 Million	-165,323 Reduced 98.25%	2,942 $289,000
Q4 2019 Feb 21, 2020	BUY	$117.45 - $126.06 $36,409 - $39,078	310 Added 0.18%	168,265 $21.1 Million
Q3 2019 Nov 06, 2019	BUY	$119.52 - $123.67 $1.83 Million - $1.89 Million	15,320 Added 10.04%	167,955 $20.3 Million
Q2 2019 Aug 06, 2019	BUY	N/A	152,635 New	152,635 $18.2 Million

Others Institutions Holding XLY

# of Institutions

1,440

Shares Held

83.1M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Insight Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History