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 $7.91 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

34,050

Previous 48 70837.5%

Holding current value

$7.91 Million

Previous $9.57 Million 79739.69%

% of portfolio

1.42%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,350

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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