Campbell Wealth Management Select Sector Spdr Consumer Di Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

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 3,071 shares of XLY stock, worth $713,761. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,071

Previous 2,820 8.9%

Holding current value

$713,761

Previous $565,000 21.95%

% of portfolio

0.06%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$194.8 - $239.43 $48,894 - $60,096	251 Added 8.9%	3,071 $689,000
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

# of Institutions

1,441

Shares Held

86.5M

Call Options Held

6.62M

Put Options Held

11.4M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Campbell Wealth Management Select Sector Spdr Consumer Di Transaction History