A detailed history of Element Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Element Wealth, LLC holds 1,301 shares of XLY stock, worth $259,718. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,301
Previous 1,256 3.58%
Holding current value
$259,718
Previous $230,000 3.04%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Aug 08, 2024

BUY
$169.76 - $184.45 $7,639 - $8,300
45 Added 3.58%
1,301 $237,000
Q2 2023

Aug 07, 2023

BUY
$143.54 - $169.81 $2,583 - $3,056
18 Added 1.45%
1,256 $213,000
Q1 2020

May 14, 2020

SELL
$87.45 - $132.32 $93,309 - $141,185
-1,067 Reduced 46.29%
1,238 $121,000
Q4 2019

Feb 12, 2020

BUY
$117.45 - $126.06 $270,722 - $290,568
2,305 New
2,305 $289,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.