Fortis Group Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 34,050 shares of XLY stock, worth $6.73 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
34,050
Previous 48 70837.5%
Holding current value
$6.73 Million
Previous $9.57 Million 79739.69%
% of portfolio
1.42%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
$194.8 - $239.43 $6.62 Million - $8.14 Million
34,002 Added 70837.5%
34,050 $7.64 Billion
Q1 2024

Apr 30, 2024
SELL
$170.9 - $185.02 $8,203 - $8,880
-48 Reduced 50.0%
48 $8.78 Million
Q4 2023

Mar 04, 2024
BUY
$148.04 - $181.41 $7,105 - $8,707
48 Added 100.0%
96 $17.1 Million
Q3 2023

Dec 01, 2023
BUY
$158.36 - $176.97 $7,601 - $8,494
48 New
48 $7.69 Million
Q1 2023

May 26, 2023
SELL
$128.39 - $156.16 $6,034 - $7,339
-47 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$129.0 - $153.76 $6,063 - $7,226
47 New
47 $7,000

Others Institutions Holding XLY

# of Institutions
1,443
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
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email