Wetzel Investment Advisors, Inc. Select Sector Spdr Consumer Di Transaction History

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 1,403 shares of XLY stock, worth $315,141. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,403

Previous 1,415 0.85%

Holding current value

$315,141

Previous $279,000 8.96%

% of portfolio

0.16%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$176.34 - $218.59 $2,116 - $2,623	-12 Reduced 0.85%	1,403 $304,000
Q4 2024 Jan 22, 2025	BUY	$194.8 - $239.43 $6,233 - $7,661	32 Added 2.31%	1,415 $317,000
Q3 2024 Oct 29, 2024	BUY	$170.05 - $200.86 $13,774 - $16,269	81 Added 6.22%	1,383 $277,000
Q1 2024 Apr 23, 2024	BUY	$170.9 - $185.02 $12,988 - $14,061	76 Added 6.2%	1,302 $239,000
Q4 2023 Jan 31, 2024	BUY	$148.04 - $181.41 $181,497 - $222,408	1,226 New	1,226 $219,000

Others Institutions Holding XLY

# of Institutions

1,428

Shares Held

114M

Call Options Held

6.96M

Put Options Held

16M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Account

Wetzel Investment Advisors, Inc. Select Sector Spdr Consumer Di Transaction History