Forvis Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,789 shares of XLY stock, worth $3.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,789

Previous 13,750 0.28%

Holding current value

$3.23 Million

Previous $2.51 Million 10.13%

% of portfolio

0.06%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$170.05 - $200.86 $6,631 - $7,833	39 Added 0.28%	13,789 $2.76 Million
Q2 2024 Aug 09, 2024	SELL	$169.76 - $184.45 $129,526 - $140,735	-763 Reduced 5.26%	13,750 $2.51 Million
Q1 2024 Apr 19, 2024	SELL	$170.9 - $185.02 $25,976 - $28,123	-152 Reduced 1.04%	14,513 $2.67 Million
Q4 2023 Jan 11, 2024	SELL	$148.04 - $181.41 $141,970 - $173,972	-959 Reduced 6.14%	14,665 $2.62 Million
Q3 2023 Oct 25, 2023	SELL	$158.36 - $176.97 $1,108 - $1,238	-7 Reduced 0.04%	15,624 $2.52 Million
Q2 2023 Aug 08, 2023	SELL	$143.54 - $169.81 $10,478 - $12,396	-73 Reduced 0.46%	15,631 $2.65 Million
Q1 2023 Apr 26, 2023	SELL	$128.39 - $156.16 $109,388 - $133,048	-852 Reduced 5.15%	15,704 $2.35 Million
Q4 2022 Feb 02, 2023	SELL	$126.26 - $147.57 $70,453 - $82,344	-558 Reduced 3.26%	16,556 $2.14 Million
Q3 2022 Oct 13, 2022	SELL	$140.01 - $172.97 $61,464 - $75,933	-439 Reduced 2.5%	17,114 $2.44 Million
Q2 2022 Jul 22, 2022	BUY	$134.63 - $189.39 $13,328 - $18,749	99 Added 0.57%	17,553 $2.41 Million
Q1 2022 May 10, 2022	SELL	$163.19 - $210.31 $4,242 - $5,468	-26 Reduced 0.15%	17,454 $3.23 Million
Q4 2021 Jan 14, 2022	BUY	$179.37 - $211.42 $52,196 - $61,523	291 Added 1.69%	17,480 $3.57 Million
Q3 2021 Oct 14, 2021	SELL	$175.93 - $185.89 $29,908 - $31,601	-170 Reduced 0.98%	17,189 $3.09 Million
Q2 2021 Jul 14, 2021	BUY	$166.65 - $179.87 $43,495 - $46,946	261 Added 1.53%	17,359 $3.1 Million
Q1 2021 Apr 23, 2021	SELL	$155.83 - $173.21 $185,437 - $206,119	-1,190 Reduced 6.51%	17,098 $2.87 Million
Q4 2020 Jan 22, 2021	SELL	$142.97 - $160.78 $58,188 - $65,437	-407 Reduced 2.18%	18,288 $2.94 Million
Q3 2020 Nov 05, 2020	SELL	$129.0 - $153.76 $553,410 - $659,630	-4,290 Reduced 18.66%	18,695 $2.75 Million
Q2 2020 Jul 15, 2020	SELL	$92.41 - $133.25 $169,664 - $244,647	-1,836 Reduced 7.4%	22,985 $2.94 Million
Q1 2020 Apr 10, 2020	SELL	$87.45 - $132.32 $33,930 - $51,340	-388 Reduced 1.54%	24,821 $2.43 Million
Q4 2019 Jan 13, 2020	SELL	$117.45 - $126.06 $58,137 - $62,399	-495 Reduced 1.93%	25,209 $3.16 Million
Q3 2019 Oct 29, 2019	BUY	$119.52 - $123.67 $64,899 - $67,152	543 Added 2.16%	25,704 $3.1 Million
Q2 2019 Jul 10, 2019	BUY	N/A	480 Added 1.94%	25,161 $3 Million
Q1 2019 Apr 10, 2019	BUY	N/A	12,195 Added 97.67%	24,681 $2.81 Million
Q4 2018 Jan 15, 2019	BUY	N/A	1,783 Added 16.66%	12,486 $1.24 Million
Q3 2018 Oct 09, 2018	BUY	N/A	10,703 New	10,703 $1.26 Million

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

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

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Forvis Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History