Clearstead Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Clearstead Advisors, LLC holds 998 shares of XLY stock, worth $199,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
998
Previous 959 4.07%
Holding current value
$199,230
Previous $176,000 3.41%
% of portfolio
0.0%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$169.76 - $184.45 $6,620 - $7,193
39 Added 4.07%
998 $182,000
Q1 2024

May 14, 2024
SELL
$170.9 - $185.02 $15,722 - $17,021
-92 Reduced 8.75%
959 $176,000
Q4 2023

Feb 12, 2024
BUY
$148.04 - $181.41 $71,947 - $88,165
486 Added 86.02%
1,051 $187,000
Q2 2023

Aug 07, 2023
BUY
$143.54 - $169.81 $143 - $169
1 Added 0.18%
565 $95,000
Q1 2023

May 09, 2023
SELL
$128.39 - $156.16 $77,162 - $93,852
-601 Reduced 51.59%
564 $84,000
Q4 2022

Feb 14, 2023
SELL
$126.26 - $147.57 $16,035 - $18,741
-127 Reduced 9.83%
1,165 $150,000
Q3 2022

Nov 14, 2022
SELL
$140.01 - $172.97 $20,021 - $24,734
-143 Reduced 9.97%
1,292 $184,000
Q2 2022

Aug 12, 2022
SELL
$134.63 - $189.39 $49,274 - $69,316
-366 Reduced 20.32%
1,435 $197,000
Q1 2022

May 04, 2022
SELL
$163.19 - $210.31 $20,072 - $25,868
-123 Reduced 6.39%
1,801 $333,000
Q4 2021

Feb 14, 2022
SELL
$179.37 - $211.42 $21,524 - $25,370
-120 Reduced 5.87%
1,924 $393,000
Q3 2021

Nov 12, 2021
BUY
$175.93 - $185.89 $317,553 - $335,531
1,805 Added 755.23%
2,044 $367,000
Q4 2020

Feb 11, 2021
SELL
$142.97 - $160.78 $9,293 - $10,450
-65 Reduced 21.38%
239 $38,000
Q3 2020

Nov 12, 2020
BUY
$129.0 - $153.76 $10,578 - $12,608
82 Added 36.94%
304 $45,000
Q2 2020

Aug 11, 2020
BUY
$92.41 - $133.25 $6,006 - $8,661
65 Added 41.4%
222 $28,000
Q1 2020

May 14, 2020
BUY
$87.45 - $132.32 $13,729 - $20,774
157 New
157 $15,000

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

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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