Bragg Financial Advisors, Inc Select Sector Spdr Consumer Di Transaction History

Bragg Financial Advisors, Inc

$2.42 Billion
Q4 2024

A detailed history of Bragg Financial Advisors, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 2,267 shares of XLY stock, worth $446,689. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,267

Previous 1,943 16.68%

Holding current value

$446,689

Previous $389,000 30.59%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$194.8 - $239.43 $63,115 - $77,575	324 Added 16.68%	2,267 $508,000
Q3 2024 Nov 14, 2024	BUY	$170.05 - $200.86 $38,771 - $45,796	228 Added 13.29%	1,943 $389,000
Q2 2024 Aug 15, 2024	BUY	$169.76 - $184.45 $22,238 - $24,162	131 Added 8.27%	1,715 $312,000
Q1 2024 May 14, 2024	SELL	$170.9 - $185.02 $4,443 - $4,810	-26 Reduced 1.61%	1,584 $291,000
Q4 2023 Feb 14, 2024	BUY	$148.04 - $181.41 $11,991 - $14,694	81 Added 5.3%	1,610 $287,000
Q2 2023 Aug 15, 2023	SELL	$143.54 - $169.81 $4,162 - $4,924	-29 Reduced 1.86%	1,529 $259,000
Q1 2023 May 15, 2023	SELL	$128.39 - $156.16 $23,495 - $28,577	-183 Reduced 10.51%	1,558 $232,000
Q4 2022 Feb 14, 2023	BUY	$126.26 - $147.57 $219,818 - $256,919	1,741 New	1,741 $224,000

Others Institutions Holding XLY

# of Institutions

1,464

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

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 Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.

Account

Bragg Financial Advisors, Inc Select Sector Spdr Consumer Di Transaction History