Axxcess Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,362 shares of XLY stock, worth $997,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,362

Previous 4,429 1.51%

Holding current value

$997,327

Previous $807,000 8.3%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$170.05 - $200.86 $11,393 - $13,457	-67 Reduced 1.51%	4,362 $874,000
Q2 2024 Aug 09, 2024	SELL	$169.76 - $184.45 $2.13 Million - $2.32 Million	-12,551 Reduced 73.92%	4,429 $807,000
Q1 2024 May 14, 2024	BUY	$170.9 - $185.02 $191,749 - $207,592	1,122 Added 7.08%	16,980 $3.12 Million
Q4 2023 Feb 06, 2024	BUY	$148.04 - $181.41 $156,626 - $191,931	1,058 Added 7.15%	15,858 $2.84 Million
Q3 2023 Nov 14, 2023	SELL	$158.36 - $176.97 $207,926 - $232,361	-1,313 Reduced 8.15%	14,800 $2.38 Million
Q2 2023 Aug 08, 2023	BUY	$143.54 - $169.81 $501,959 - $593,825	3,497 Added 27.72%	16,113 $2.74 Million
Q1 2023 May 03, 2023	BUY	$128.39 - $156.16 $1.62 Million - $1.97 Million	12,616 New	12,616 $1.89 Million

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Axxcess Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History