A detailed history of Campbell Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Campbell Wealth Management holds 2,820 shares of XLY stock, worth $645,554. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,820
Previous 3,042 7.3%
Holding current value
$645,554
Previous $555,000 1.8%
% of portfolio
0.05%
Previous 0.18%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$170.05 - $200.86 $37,751 - $44,590
-222 Reduced 7.3%
2,820 $565,000
Q2 2024

Aug 07, 2024

BUY
$169.76 - $184.45 $109,834 - $119,339
647 Added 27.01%
3,042 $555,000
Q1 2024

May 09, 2024

BUY
$170.9 - $185.02 $162,355 - $175,769
950 Added 65.74%
2,395 $440,000
Q4 2023

Feb 08, 2024

SELL
$148.04 - $181.41 $18,060 - $22,132
-122 Reduced 7.79%
1,445 $258,000
Q3 2023

Nov 13, 2023

SELL
$158.36 - $176.97 $4,909 - $5,486
-31 Reduced 1.94%
1,567 $252,000
Q2 2023

Jul 27, 2023

SELL
$143.54 - $169.81 $22,248 - $26,320
-155 Reduced 8.84%
1,598 $271,000
Q1 2023

May 08, 2023

SELL
$128.39 - $156.16 $54,822 - $66,680
-427 Reduced 19.59%
1,753 $262,000
Q4 2022

Jan 10, 2023

BUY
$126.26 - $147.57 $1,010 - $1,180
8 Added 0.37%
2,180 $282,000
Q3 2022

Oct 11, 2022

BUY
$140.01 - $172.97 $2,100 - $2,594
15 Added 0.7%
2,172 $309,000
Q2 2022

Aug 02, 2022

BUY
$134.63 - $189.39 $3,904 - $5,492
29 Added 1.36%
2,157 $297,000
Q1 2022

May 18, 2022

SELL
$163.19 - $210.31 $57,769 - $74,449
-354 Reduced 14.26%
2,128 $394,000
Q4 2021

Jan 27, 2022

BUY
$179.37 - $211.42 $70,313 - $82,876
392 Added 18.76%
2,482 $507,000
Q3 2021

Dec 22, 2022

SELL
$175.93 - $185.89 $14,426 - $15,242
-82 Reduced 3.78%
2,090 $375,000
Q2 2021

Jul 21, 2021

BUY
$166.65 - $179.87 $20,331 - $21,944
122 Added 6.2%
2,090 $373,000
Q1 2021

Apr 30, 2021

BUY
$155.83 - $173.21 $47,839 - $53,175
307 Added 18.48%
1,968 $331,000
Q4 2020

Jan 19, 2021

BUY
$142.97 - $160.78 $18,157 - $20,419
127 Added 8.28%
1,661 $267,000
Q3 2020

Nov 02, 2020

BUY
$129.0 - $153.76 $32,895 - $39,208
255 Added 19.94%
1,534 $225,000
Q2 2020

Jul 23, 2020

BUY
$92.41 - $133.25 $118,192 - $170,426
1,279 New
1,279 $163,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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