Ever Source Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,612 shares of XLY stock, worth $341,179. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,612

Previous 1,253 28.65%

Holding current value

$341,179

Previous $281,000 13.17%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$192.6 - $233.2 $69,143 - $83,718	359 Added 28.65%	1,612 $318,000
Q4 2024 Feb 07, 2025	BUY	$194.8 - $239.43 $128,568 - $158,023	660 Added 111.3%	1,253 $281,000
Q2 2024 Aug 13, 2024	BUY	$169.76 - $184.45 $83,521 - $90,749	492 Added 487.13%	593 $108,000
Q1 2024 Jun 11, 2024	BUY	$170.9 - $185.02 $17,260 - $18,687	101 New	101 $18,000
Q1 2023 May 11, 2023	SELL	$128.39 - $156.16 $770 - $936	-6 Reduced 6.59%	85 $12,000
Q4 2022 Feb 09, 2023	BUY	$126.26 - $147.57 $11,489 - $13,428	91 New	91 $11,000
Q1 2022 May 25, 2022	SELL	$163.19 - $210.31 $1,958 - $2,523	-12 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$179.37 - $211.42 $2,152 - $2,537	12 New	12 $2,000

Others Institutions Holding XLY

# of Institutions

1,411

Shares Held

83.2M

Call Options Held

6.96M

Put Options Held

16.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Ever Source Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History