Concord Wealth Partners Select Sector Spdr Consumer Di Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Concord Wealth Partners holds 573 shares of XLY stock, worth $134,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares
573
Previous 583 1.72%
Holding current value
$134,351
Previous $106,000 7.55%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024
SELL
$170.05 - $200.86 $1,700 - $2,008
-10 Reduced 1.72%
573 $114,000
Q2 2024

Jul 31, 2024
SELL
$169.76 - $184.45 $11,034 - $11,989
-65 Reduced 10.03%
583 $106,000
Q1 2024

Apr 30, 2024
SELL
$170.9 - $185.02 $39,990 - $43,294
-234 Reduced 26.53%
648 $119,000
Q4 2023

Apr 30, 2024
SELL
$148.04 - $181.41 $17,764 - $21,769
-120 Reduced 11.98%
882 $157,000
Q4 2023

Feb 05, 2024
SELL
$148.04 - $181.41 $17,764 - $21,769
-120 Reduced 11.98%
882 $157,000
Q3 2023

Apr 30, 2024
BUY
$158.36 - $176.97 $19,003 - $21,236
120 Added 13.61%
1,002 $161,000
Q3 2023

Oct 25, 2023
SELL
$158.36 - $176.97 $9,976 - $11,149
-63 Reduced 5.92%
1,002 $161,000
Q2 2023

Aug 07, 2023
BUY
$143.54 - $169.81 $31,435 - $37,188
219 Added 25.89%
1,065 $180,000
Q1 2023

Apr 26, 2023
SELL
$128.39 - $156.16 $79,216 - $96,350
-617 Reduced 42.17%
846 $126,000
Q4 2022

Jan 27, 2023
BUY
$126.26 - $147.57 $184,718 - $215,894
1,463 New
1,463 $188,000
Q1 2022

Apr 20, 2022
BUY
$163.19 - $210.31 $14,034 - $18,086
86 Added 8.65%
1,080 $200,000
Q4 2021

Jan 21, 2022
BUY
$179.37 - $211.42 $125,020 - $147,359
697 Added 234.68%
994 $203,000
Q3 2021

Nov 09, 2021
SELL
$175.93 - $185.89 $40,639 - $42,940
-231 Reduced 43.75%
297 $53,000
Q2 2021

Jul 29, 2021
SELL
$166.65 - $179.87 $51,494 - $55,579
-309 Reduced 36.92%
528 $94,000
Q1 2021

May 13, 2021
BUY
$155.83 - $173.21 $91,628 - $101,847
588 Added 236.14%
837 $141,000
Q4 2020

Feb 16, 2021
BUY
$142.97 - $160.78 $35,599 - $40,034
249 New
249 $40,000

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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