A detailed history of Dowling & Yahnke LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dowling & Yahnke LLC holds 4,957 shares of XLY stock, worth $995,663. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,957
Previous 6,067 18.3%
Holding current value
$995,663
Previous $834,000 15.35%
% of portfolio
0.33%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022

SELL
$140.01 - $172.97 $155,411 - $191,996
-1,110 Reduced 18.3%
4,957 $706,000
Q2 2022

Aug 10, 2022

BUY
$134.63 - $189.39 $419,372 - $589,949
3,115 Added 105.52%
6,067 $834,000
Q1 2022

May 04, 2022

BUY
$163.19 - $210.31 $83,226 - $107,258
510 Added 20.88%
2,952 $546,000
Q4 2021

Feb 10, 2022

BUY
$179.37 - $211.42 $116,590 - $137,423
650 Added 36.27%
2,442 $499,000
Q4 2020

Jan 28, 2021

SELL
$142.97 - $160.78 $7,863 - $8,842
-55 Reduced 2.98%
1,792 $288,000
Q3 2020

Oct 19, 2020

SELL
$129.0 - $153.76 $39,474 - $47,050
-306 Reduced 14.21%
1,847 $271,000
Q2 2020

Jul 31, 2020

SELL
$92.41 - $133.25 $536,809 - $774,049
-5,809 Reduced 72.96%
2,153 $275,000
Q1 2020

May 15, 2020

BUY
$87.45 - $132.32 $428,067 - $647,706
4,895 Added 159.6%
7,962 $781,000
Q4 2019

Jan 27, 2020

SELL
$117.45 - $126.06 $3,640 - $3,907
-31 Reduced 1.0%
3,067 $385,000
Q3 2019

Oct 29, 2019

SELL
$119.52 - $123.67 $11,712 - $12,119
-98 Reduced 3.07%
3,098 $374,000
Q2 2019

Jul 22, 2019

SELL
N/A
-177 Reduced 5.25%
3,196 $381,000
Q1 2019

Apr 30, 2019

BUY
N/A
1,075 Added 46.78%
3,373 $384,000
Q4 2018

Jan 24, 2019

BUY
N/A
63 Added 2.82%
2,298 $248,000
Q3 2018

Oct 30, 2018

SELL
N/A
-75 Reduced 3.25%
2,235 $262,000
Q2 2018

Jul 30, 2018

BUY
N/A
96 Added 4.34%
2,310 $252,000
Q1 2018

May 01, 2018

SELL
N/A
-29 Reduced 1.29%
2,214 $224,000
Q4 2017

Feb 02, 2018

SELL
N/A
-2,604 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
N/A
2,604
2,604 $235,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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