Avidian Wealth Solutions, LLC Select Sector Spdr Consumer Di Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,641 shares of XLY stock, worth $1.89 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,641
Previous 9,041 4.42%
Holding current value
$1.89 Million
Previous $2.03 Million 15.88%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 25, 2025
SELL
$192.6 - $233.2 $77,040 - $93,280
-400 Reduced 4.42%
8,641 $1.71 Million
Q4 2024

Jan 29, 2025
SELL
$194.8 - $239.43 $105,581 - $129,771
-542 Reduced 5.66%
9,041 $2.03 Million
Q3 2024

Oct 30, 2024
BUY
$170.05 - $200.86 $22,106 - $26,111
130 Added 1.38%
9,583 $1.92 Million
Q2 2024

Aug 06, 2024
BUY
$169.76 - $184.45 $169 - $184
1 Added 0.01%
9,453 $1.72 Million
Q1 2024

May 03, 2024
SELL
$170.9 - $185.02 $30,762 - $33,303
-180 Reduced 1.87%
9,452 $1.74 Million
Q4 2023

Feb 06, 2024
BUY
$148.04 - $181.41 $176,611 - $216,422
1,193 Added 14.14%
9,632 $1.72 Million
Q3 2023

Oct 13, 2023
SELL
$158.36 - $176.97 $24,704 - $27,607
-156 Reduced 1.82%
8,439 $1.36 Million
Q2 2023

Aug 03, 2023
BUY
$143.54 - $169.81 $470,954 - $557,146
3,281 Added 61.74%
8,595 $1.46 Million
Q1 2023

May 08, 2023
BUY
$128.39 - $156.16 $15,791 - $19,207
123 Added 2.37%
5,314 $794,000
Q4 2022

Feb 06, 2023
SELL
$126.26 - $147.57 $41,539 - $48,550
-329 Reduced 5.96%
5,191 $670,000
Q3 2022

Nov 03, 2022
SELL
$140.01 - $172.97 $85,546 - $105,684
-611 Reduced 9.97%
5,520 $786,000
Q2 2022

Jul 29, 2022
SELL
$134.63 - $189.39 $19,790 - $27,840
-147 Reduced 2.34%
6,131 $843,000
Q1 2022

May 10, 2022
SELL
$163.19 - $210.31 $131,367 - $169,299
-805 Reduced 11.37%
6,278 $1.16 Million
Q4 2021

Feb 14, 2022
BUY
$179.37 - $211.42 $905,101 - $1.07 Million
5,046 Added 247.72%
7,083 $1.45 Million
Q3 2021

Nov 10, 2021
SELL
$175.93 - $185.89 $19,704 - $20,819
-112 Reduced 5.21%
2,037 $365,000
Q2 2021

Aug 09, 2021
BUY
$166.65 - $179.87 $12,332 - $13,310
74 Added 3.57%
2,149 $384,000
Q1 2021

May 05, 2021
BUY
$155.83 - $173.21 $46,904 - $52,136
301 Added 16.97%
2,075 $349,000
Q4 2020

Feb 09, 2021
SELL
$142.97 - $160.78 $241,762 - $271,878
-1,691 Reduced 48.8%
1,774 $285,000
Q3 2020

Nov 06, 2020
SELL
$129.0 - $153.76 $861,333 - $1.03 Million
-6,677 Reduced 65.84%
3,465 $509,000
Q2 2020

Aug 10, 2020
BUY
$92.41 - $133.25 $937,222 - $1.35 Million
10,142 New
10,142 $1.3 Million
Q3 2019

Nov 14, 2019
SELL
$119.52 - $123.67 $256,728 - $265,643
-2,148 Closed
0 $0
Q2 2019

Aug 14, 2019
SELL
N/A
-609 Reduced 22.09%
2,148 $256,000
Q1 2019

May 15, 2019
SELL
N/A
-399 Reduced 12.64%
2,757 $314,000
Q4 2018

Feb 14, 2019
BUY
N/A
154 Added 5.13%
3,156 $312,000
Q3 2018

Nov 14, 2018
SELL
N/A
-2,271 Reduced 43.07%
3,002 $352,000
Q2 2018

Aug 14, 2018
SELL
N/A
-72 Reduced 1.35%
5,273 $576,000
Q1 2018

May 15, 2018
SELL
N/A
-2,063 Reduced 27.85%
5,345 $541,000
Q4 2017

Feb 14, 2018
SELL
N/A
-473 Reduced 6.0%
7,408 $731,000
Q3 2017

Nov 14, 2017
SELL
N/A
-108,306 Reduced 93.22%
7,881 $710,000
Q2 2017

Aug 14, 2017
BUY
N/A
116,187
116,187 $10.4 Million

Others Institutions Holding XLY

# of Institutions
1,418
Shares Held
115M
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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