Buckingham Strategic Wealth, LLC Select Sector Spdr Consumer Di Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,117 shares of XLY stock, worth $422,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,117

Previous 2,439 13.2%

Holding current value

$422,616

Previous $448,000 13.84%

% of portfolio

0.0%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$169.76 - $184.45 $54,662 - $59,392	-322 Reduced 13.2%	2,117 $386,000
Q1 2024 May 09, 2024	SELL	$170.9 - $185.02 $138,087 - $149,496	-808 Reduced 24.88%	2,439 $448,000
Q4 2023 Feb 14, 2024	BUY	$148.04 - $181.41 $158,550 - $194,290	1,071 Added 49.22%	3,247 $580,000
Q3 2023 Nov 13, 2023	BUY	$158.36 - $176.97 $7,284 - $8,140	46 Added 2.16%	2,176 $350,000
Q2 2023 Aug 11, 2023	SELL	$143.54 - $169.81 $96,889 - $114,621	-675 Reduced 24.06%	2,130 $361,000
Q4 2022 Feb 13, 2023	BUY	$126.26 - $147.57 $6,439 - $7,526	51 Added 1.85%	2,805 $362,000
Q3 2022 Nov 07, 2022	SELL	$140.01 - $172.97 $37,802 - $46,701	-270 Reduced 8.93%	2,754 $392,000
Q2 2022 Aug 12, 2022	BUY	$134.63 - $189.39 $45,101 - $63,445	335 Added 12.46%	3,024 $416,000
Q1 2022 May 10, 2022	SELL	$163.19 - $210.31 $75,230 - $96,952	-461 Reduced 14.63%	2,689 $498,000
Q4 2021 Feb 09, 2022	SELL	$179.37 - $211.42 $126,635 - $149,262	-706 Reduced 18.31%	3,150 $644,000
Q3 2021 Nov 10, 2021	BUY	$175.93 - $185.89 $202,495 - $213,959	1,151 Added 42.55%	3,856 $692,000
Q2 2021 Aug 06, 2021	SELL	$166.65 - $179.87 $112,822 - $121,771	-677 Reduced 20.02%	2,705 $483,000
Q1 2021 Apr 30, 2021	SELL	$155.83 - $173.21 $64,669 - $71,882	-415 Reduced 10.93%	3,382 $568,000
Q4 2020 Feb 16, 2021	SELL	$142.97 - $160.78 $78,633 - $88,429	-550 Reduced 12.65%	3,797 $610,000
Q3 2020 Nov 12, 2020	SELL	$129.0 - $153.76 $125,001 - $148,993	-969 Reduced 18.23%	4,347 $639,000
Q2 2020 Aug 03, 2020	SELL	$92.41 - $133.25 $63,116 - $91,009	-683 Reduced 11.39%	5,316 $679,000
Q1 2020 May 07, 2020	BUY	$87.45 - $132.32 $90,948 - $137,612	1,040 Added 20.97%	5,999 $588,000
Q4 2019 Feb 04, 2020	SELL	$117.45 - $126.06 $34,177 - $36,683	-291 Reduced 5.54%	4,959 $622,000
Q3 2019 Nov 12, 2019	SELL	$119.52 - $123.67 $179,160 - $185,381	-1,499 Reduced 22.21%	5,250 $634,000
Q2 2019 Aug 05, 2019	BUY	N/A	855 Added 14.51%	6,749 $804,000
Q1 2019 May 02, 2019	BUY	N/A	133 Added 2.31%	5,894 $671,000
Q4 2018 Feb 11, 2019	BUY	N/A	134 Added 2.38%	5,761 $570,000
Q1 2018 May 14, 2018	SELL	N/A	-1,752 Reduced 23.74%	5,627 $570,000
Q4 2017 Feb 12, 2018	SELL	N/A	-1,083 Reduced 12.8%	7,379 $728,000
Q3 2017 Nov 08, 2017	BUY	N/A	8,462	8,462 $762,000

Others Institutions Holding XLY

# of Institutions

1,276

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Buckingham Strategic Wealth, LLC Select Sector Spdr Consumer Di Transaction History