Foundations Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 24,267 shares of XLY stock, worth $5.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
24,267
Previous 104,432 76.76%
Holding current value
$5.21 Million
Previous $19 Million 74.48%
% of portfolio
0.11%
Previous 0.49%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$170.05 - $200.86 $13.6 Million - $16.1 Million
-80,165 Reduced 76.76%
24,267 $4.86 Million
Q2 2024

Aug 02, 2024
BUY
$169.76 - $184.45 $14.2 Million - $15.4 Million
83,620 Added 401.79%
104,432 $19 Million
Q1 2024

May 13, 2024
SELL
$170.9 - $185.02 $958,065 - $1.04 Million
-5,606 Reduced 21.22%
20,812 $3.83 Million
Q4 2023

Feb 08, 2024
SELL
$148.04 - $181.41 $19 Million - $23.3 Million
-128,417 Reduced 82.94%
26,418 $4.72 Million
Q3 2023

Oct 05, 2023
BUY
$158.36 - $176.97 $11 Million - $12.3 Million
69,536 Added 81.52%
154,835 $24.9 Million
Q2 2023

Jul 19, 2023
BUY
$143.54 - $169.81 $4.81 Million - $5.69 Million
33,499 Added 64.67%
85,299 $14.5 Million
Q1 2023

Apr 25, 2023
BUY
$128.39 - $156.16 $277,194 - $337,149
2,159 Added 4.35%
51,800 $7.75 Million
Q4 2022

Jan 11, 2023
BUY
$126.26 - $147.57 $5.15 Million - $6.02 Million
40,801 Added 461.55%
49,641 $0
Q3 2022

Oct 19, 2022
BUY
$140.01 - $172.97 $599,102 - $740,138
4,279 Added 93.82%
8,840 $1.26 Million
Q2 2022

Jul 08, 2022
SELL
$134.63 - $189.39 $5.74 Million - $8.07 Million
-42,635 Reduced 90.34%
4,561 $651,000
Q1 2022

Apr 19, 2022
BUY
$163.19 - $210.31 $4.32 Million - $5.57 Million
26,474 Added 127.76%
47,196 $8.42 Million
Q4 2021

Jan 21, 2022
BUY
$179.37 - $211.42 $1.08 Million - $1.27 Million
6,022 Added 40.97%
20,722 $4.18 Million
Q3 2021

Oct 13, 2021
SELL
$175.93 - $185.89 $23.1 Million - $24.4 Million
-131,258 Reduced 89.93%
14,700 $2.65 Million
Q2 2021

Jul 14, 2021
BUY
$166.65 - $179.87 $5.3 Million - $5.73 Million
31,832 Added 27.89%
145,958 $26.6 Million
Q1 2021

Apr 09, 2021
SELL
$155.83 - $173.21 $5.35 Million - $5.95 Million
-34,328 Reduced 23.12%
114,126 $19.8 Million
Q4 2020

Jan 13, 2021
BUY
$142.97 - $160.78 $21.2 Million - $23.9 Million
148,454 New
148,454 $25.1 Million
Q1 2020

Apr 06, 2020
SELL
$87.45 - $132.32 $34.7 Million - $52.6 Million
-397,246 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$117.45 - $126.06 $42.6 Million - $45.7 Million
362,534 Added 1044.41%
397,246 $50.1 Million
Q3 2019

Oct 07, 2019
BUY
$119.52 - $123.67 $345,771 - $357,777
2,893 Added 9.09%
34,712 $4.1 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-380,329 Reduced 92.28%
31,819 $3.87 Million
Q1 2019

Apr 08, 2019
BUY
N/A
412,148 New
412,148 $46.9 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-158,676 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
16,344 Added 11.48%
158,676 $18.6 Million
Q2 2018

Aug 14, 2018
BUY
N/A
142,332 New
142,332 $15.6 Million

Others Institutions Holding XLY

# of Institutions
1,294
Shares Held
76.7M
Call Options Held
7.35M
Put Options Held
18M
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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email