Eagle Ridge Investment Management Select Sector Spdr Consumer Di Transaction History

Eagle Ridge Investment Management

  • $1.13 Billion
  • Q4 2024

A detailed history of Eagle Ridge Investment Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Eagle Ridge Investment Management holds 2,231 shares of XLY stock, worth $481,806. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,231
Previous 2,654 15.94%
Holding current value
$481,806
Previous $531,000 5.84%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$194.8 - $239.43 $82,400 - $101,278
-423 Reduced 15.94%
2,231 $500,000
Q3 2024

Oct 23, 2024
SELL
$170.05 - $200.86 $51,185 - $60,458
-301 Reduced 10.19%
2,654 $531,000
Q2 2024

Jul 24, 2024
SELL
$169.76 - $184.45 $6,960 - $7,562
-41 Reduced 1.37%
2,955 $538,000
Q3 2020

Oct 28, 2020
BUY
$129.0 - $153.76 $70,563 - $84,106
547 Added 22.34%
2,996 $440,000
Q1 2018

Apr 25, 2018
BUY
N/A
2,449 New
2,449 $248,000

Others Institutions Holding XLY

# of Institutions
1,454
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
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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