Bellwether Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Bellwether Advisors, LLC

$457 Million
Q1 2025

A detailed history of Bellwether Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Bellwether Advisors, LLC holds 80,790 shares of XLY stock, worth $18.1 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

80,790

Previous 111,494 27.54%

Holding current value

$18.1 Million

Previous $25 Million 36.23%

% of portfolio

3.49%

Previous 4.61%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$192.6 - $233.2 $5.91 Million - $7.16 Million	-30,704 Reduced 27.54%	80,790 $16 Million
Q4 2024 Feb 14, 2025	SELL	$194.8 - $239.43 $2.1 Million - $2.58 Million	-10,762 Reduced 8.8%	111,494 $25 Million
Q3 2024 Nov 08, 2024	BUY	$170.05 - $200.86 $1.93 Million - $2.28 Million	11,360 Added 10.24%	122,256 $24.5 Million
Q2 2024 Jul 31, 2024	SELL	$169.76 - $184.45 $1.82 Million - $1.98 Million	-10,741 Reduced 8.83%	110,896 $20.2 Million
Q1 2024 May 06, 2024	BUY	$170.9 - $185.02 $2.11 Million - $2.28 Million	12,338 Added 11.29%	121,637 $22.4 Million
Q4 2023 Jan 12, 2024	SELL	$148.04 - $181.41 $899,194 - $1.1 Million	-6,074 Reduced 5.26%	109,299 $19.5 Million
Q3 2023 Oct 27, 2023	SELL	$158.36 - $176.97 $836,774 - $935,109	-5,284 Reduced 4.38%	115,373 $18.6 Million
Q2 2023 Aug 04, 2023	BUY	$143.54 - $169.81 $17.3 Million - $20.5 Million	120,657 New	120,657 $20.5 Million
Q2 2022 Aug 05, 2022	SELL	$134.63 - $189.39 $7.92 Million - $11.1 Million	-58,849 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$163.19 - $210.31 $4.95 Million - $6.38 Million	-30,354 Reduced 34.03%	58,849 $10.9 Million
Q4 2021 Jan 28, 2022	BUY	$179.37 - $211.42 $15.8 Million - $18.6 Million	87,843 Added 6459.04%	89,203 $18.2 Million
Q3 2021 Nov 12, 2021	SELL	$175.93 - $185.89 $6.72 Million - $7.1 Million	-38,179 Reduced 96.56%	1,360 $244,000
Q2 2021 Aug 10, 2021	BUY	$166.65 - $179.87 $4.41 Million - $4.76 Million	26,463 Added 202.38%	39,539 $7.06 Million
Q1 2021 May 06, 2021	SELL	$155.83 - $173.21 $815,614 - $906,581	-5,234 Reduced 28.59%	13,076 $2.2 Million
Q4 2020 Jan 29, 2021	BUY	$142.97 - $160.78 $2.62 Million - $2.94 Million	18,310 New	18,310 $2.94 Million

Others Institutions Holding XLY

# of Institutions

1,428

Shares Held

114M

Call Options Held

6.96M

Put Options Held

16M

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 Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Account

Bellwether Advisors, LLC Select Sector Spdr Consumer Di Transaction History