Fortis Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Fortis Advisors, LLC

$127 Million
Q2 2024

A detailed history of Fortis Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Fortis Advisors, LLC holds 276 shares of XLY stock, worth $55,097. This represents 0.04% of its overall portfolio holdings.

Number of Shares

276

Previous 260 6.15%

Holding current value

$55,097

Previous $47,000 6.38%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$169.76 - $184.45 $2,716 - $2,951	16 Added 6.15%	276 $50,000
Q1 2024 May 13, 2024	BUY	$170.9 - $185.02 $24,609 - $26,642	144 Added 124.14%	260 $47,000
Q4 2023 Feb 13, 2024	BUY	$148.04 - $181.41 $12,731 - $15,601	86 Added 286.67%	116 $20,000
Q3 2023 Nov 13, 2023	BUY	$158.36 - $176.97 $4,750 - $5,309	30 New	30 $4,000
Q4 2019 Feb 14, 2020	SELL	$117.45 - $126.06 $108,641 - $116,605	-925 Closed	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-135 Reduced 12.74%	925 $105,000
Q2 2018 Aug 14, 2018	BUY	N/A	925 Added 685.19%	1,060 $116,000
Q4 2017 Feb 14, 2018	BUY	N/A	135	135 $13,000

Others Institutions Holding XLY

# of Institutions

1,276

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Fortis Advisors, LLC Select Sector Spdr Consumer Di Transaction History