A detailed history of Apexium Financial, LP transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Apexium Financial, LP holds 2,951 shares of XLY stock, worth $550,597. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,951
Previous 1,277 131.09%
Holding current value
$550,597
Previous $228,000 137.72%
% of portfolio
0.05%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$170.9 - $185.02 $286,086 - $309,723
1,674 Added 131.09%
2,951 $542,000
Q4 2023

Feb 08, 2024

SELL
$148.04 - $181.41 $2,368 - $2,902
-16 Reduced 1.24%
1,277 $228,000
Q2 2023

Aug 14, 2023

BUY
$143.54 - $169.81 $185,597 - $219,564
1,293 New
1,293 $219,000
Q4 2022

Feb 14, 2023

BUY
$126.26 - $146.17 $200,248 - $231,825
1,586 Added 76.77%
3,652 $471,000
Q3 2022

Nov 14, 2022

BUY
N/A
2,066 New
2,066 $294,000
Q1 2020

Apr 20, 2020

SELL
N/A
-1,791 Closed
0 $0
Q4 2019

Jan 08, 2020

BUY
N/A
1,791 New
1,791 $225,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Apexium Financial, LP Portfolio

Follow Apexium Financial, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.