Financial & Tax Architects, LLC Select Sector Spdr Consumer Di Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 3,167 shares of XLY stock, worth $679,701. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,167

Previous 3,396 6.74%

Holding current value

$679,701

Previous $619 Million 2.44%

% of portfolio

0.16%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$170.05 - $200.86 $38,941 - $45,996	-229 Reduced 6.74%	3,167 $635 Million
Q2 2024 Aug 09, 2024	SELL	$169.76 - $184.45 $16,636 - $18,076	-98 Reduced 2.8%	3,396 $619 Million
Q1 2024 May 08, 2024	SELL	$170.9 - $185.02 $51,782 - $56,061	-303 Reduced 7.98%	3,494 $643 Million
Q4 2023 Jan 25, 2024	SELL	$148.04 - $181.41 $166,248 - $203,723	-1,123 Reduced 22.83%	3,797 $679 Million
Q3 2023 Oct 19, 2023	SELL	$158.36 - $176.97 $44,657 - $49,905	-282 Reduced 5.42%	4,920 $792 Million
Q2 2023 Jul 25, 2023	BUY	$143.54 - $169.81 $746,695 - $883,351	5,202 New	5,202 $883 Million
Q4 2021 Aug 25, 2023	BUY	$179.37 - $211.42 $163,764 - $193,026	913 Added 17.1%	6,252 $1.28 Billion
Q3 2021 Aug 25, 2023	BUY	$175.93 - $185.89 $234,338 - $247,605	1,332 Added 33.24%	5,339 $958 Million
Q2 2021 Aug 25, 2023	BUY	$166.65 - $179.87 $147,818 - $159,544	887 Added 28.43%	4,007 $715 Million
Q1 2021 Aug 25, 2023	SELL	$155.83 - $173.21 $324,438 - $360,623	-2,082 Reduced 40.02%	3,120 $524 Million

Others Institutions Holding XLY

# of Institutions

1,294

Shares Held

76.7M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Account

Financial & Tax Architects, LLC Select Sector Spdr Consumer Di Transaction History