Balboa Wealth Partners Select Sector Spdr Consumer Di Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Balboa Wealth Partners holds 1,353 shares of XLY stock, worth $319,849. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,353
Previous 1,467 7.77%
Holding current value
$319,849
Previous $289,000 1.73%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$176.34 - $218.59 $20,102 - $24,919
-114 Reduced 7.77%
1,353 $294,000
Q1 2025

Apr 23, 2025
BUY
$192.6 - $233.2 $770 - $932
4 Added 0.27%
1,467 $289,000
Q4 2024

Feb 10, 2025
SELL
$194.8 - $239.43 $47,920 - $58,899
-246 Reduced 14.39%
1,463 $328,000
Q3 2024

Nov 06, 2024
SELL
$170.05 - $200.86 $3,060 - $3,615
-18 Reduced 1.04%
1,709 $342,000
Q2 2024

Aug 13, 2024
BUY
$169.76 - $184.45 $60,774 - $66,033
358 Added 26.15%
1,727 $315,000
Q1 2024

May 13, 2024
SELL
$170.9 - $185.02 $122,535 - $132,659
-717 Reduced 34.37%
1,369 $251,000
Q4 2023

Feb 09, 2024
SELL
$148.04 - $181.41 $177,055 - $216,966
-1,196 Reduced 36.44%
2,086 $372,000
Q3 2023

Oct 23, 2023
BUY
$158.36 - $176.97 $160,893 - $179,801
1,016 Added 44.84%
3,282 $528,000
Q2 2023

Aug 08, 2023
SELL
$143.54 - $169.81 $235,118 - $278,148
-1,638 Reduced 41.96%
2,266 $384,000
Q1 2023

May 11, 2023
BUY
$128.39 - $156.16 $296,452 - $360,573
2,309 Added 144.76%
3,904 $583,000
Q4 2022

Feb 14, 2023
SELL
$126.26 - $147.57 $192,925 - $225,486
-1,528 Reduced 48.93%
1,595 $206,000
Q3 2022

Jan 04, 2023
BUY
$140.01 - $172.97 $437,251 - $540,185
3,123 New
3,123 $445,000

Others Institutions Holding XLY

# of Institutions
1,438
Shares Held
117M
Call Options Held
6.62M
Put Options Held
11.4M
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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