Foster Victor Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Foster Victor Wealth Advisors, LLC

$1.27 Billion
Q1 2025

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 1,135 shares of XLY stock, worth $240,222. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,135

Previous 1,038 9.34%

Holding current value

$240,222

Previous $232,000 3.88%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$192.6 - $233.2 $18,682 - $22,620	97 Added 9.34%	1,135 $223,000
Q4 2024 Jan 22, 2025	SELL	$194.8 - $239.43 $2,337 - $2,873	-12 Reduced 1.14%	1,038 $232,000
Q3 2024 Oct 15, 2024	BUY	$170.05 - $200.86 $2,040 - $2,410	12 Added 1.16%	1,050 $210,000
Q2 2024 Jul 18, 2024	BUY	$169.76 - $184.45 $176,210 - $191,459	1,038 New	1,038 $189,000
Q1 2022 Apr 14, 2022	SELL	$163.19 - $210.31 $173,307 - $223,349	-1,062 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$179.37 - $211.42 $190,490 - $224,528	1,062 New	1,062 $214,000

Others Institutions Holding XLY

# of Institutions

1,411

Shares Held

83.2M

Call Options Held

6.96M

Put Options Held

16.1M

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 Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Account

Foster Victor Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History