M3 Advisory Group, LLC Select Sector Spdr Consumer Di Transaction History

M3 Advisory Group, LLC

$145 Billion
Q2 2025

A detailed history of M3 Advisory Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, M3 Advisory Group, LLC holds 7,231 shares of XLY stock, worth $1.62 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

7,231

Previous 7,141 1.26%

Holding current value

$1.62 Million

Previous $1.41 Billion 11.45%

% of portfolio

1.09%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$176.34 - $218.59 $15,870 - $19,673	90 Added 1.26%	7,231 $1.57 Billion
Q1 2025 Apr 22, 2025	BUY	$192.6 - $233.2 $2,118 - $2,565	11 Added 0.15%	7,141 $1.41 Billion
Q4 2024 Jan 21, 2025	BUY	$194.8 - $239.43 $17,921 - $22,027	92 Added 1.31%	7,130 $1.6 Billion
Q3 2024 Oct 17, 2024	BUY	$170.05 - $200.86 $69,210 - $81,750	407 Added 6.14%	7,038 $1.41 Billion
Q2 2024 Jul 19, 2024	BUY	$169.76 - $184.45 $91,161 - $99,049	537 Added 8.81%	6,631 $1.21 Billion
Q1 2024 Apr 29, 2024	BUY	$170.9 - $185.02 $111,597 - $120,818	653 Added 12.0%	6,094 $1.12 Billion
Q4 2023 Mar 19, 2024	BUY	$148.04 - $181.41 $805,485 - $987,051	5,441 New	5,441 $973 Million

Others Institutions Holding XLY

# of Institutions

1,433

Shares Held

116M

Call Options Held

6.84M

Put Options Held

15.9M

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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Account

M3 Advisory Group, LLC Select Sector Spdr Consumer Di Transaction History