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

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,071 shares of XLY stock, worth $408,525. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,071
Previous 1,807 14.61%
Holding current value
$408,525
Previous $405,000 0.74%
% of portfolio
0.34%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$192.6 - $233.2 $50,846 - $61,564
264 Added 14.61%
2,071 $408,000
Q4 2024

Feb 13, 2025
BUY
$194.8 - $239.43 $2,727 - $3,352
14 Added 0.78%
1,807 $405,000
Q3 2024

Nov 13, 2024
SELL
$170.05 - $200.86 $1,190 - $1,406
-7 Reduced 0.39%
1,793 $359,000
Q2 2024

Aug 15, 2024
SELL
$169.76 - $184.45 $1,867 - $2,028
-11 Reduced 0.61%
1,800 $328,000
Q1 2024

May 15, 2024
BUY
$170.9 - $185.02 $6,323 - $6,845
37 Added 2.09%
1,811 $333,000
Q4 2023

Feb 13, 2024
BUY
$148.04 - $181.41 $262,622 - $321,821
1,774 New
1,774 $317 Million

Others Institutions Holding XLY

# of Institutions
1,411
Shares Held
83.1M
Call Options Held
6.96M
Put Options Held
16.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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