Founders Financial Alliance, LLC Select Sector Spdr Consumer Di Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 683 shares of XLY stock, worth $157,732. This represents 0.04% of its overall portfolio holdings.

Number of Shares

683

Previous 708 3.53%

Holding current value

$157,732

Previous $129,000 5.43%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$170.05 - $200.86 $4,251 - $5,021	-25 Reduced 3.53%	683 $136,000
Q2 2024 Aug 23, 2024	SELL	$169.76 - $184.45 $9,167 - $9,960	-54 Reduced 7.09%	708 $129,000
Q1 2024 May 14, 2024	BUY	$170.9 - $185.02 $14,868 - $16,096	87 Added 12.89%	762 $140,000
Q4 2023 Feb 09, 2024	BUY	$148.04 - $181.41 $1,776 - $2,176	12 Added 1.81%	675 $120,000
Q3 2023 Nov 13, 2023	SELL	$158.36 - $176.97 $2,692 - $3,008	-17 Reduced 2.5%	663 $106,000
Q2 2023 Aug 11, 2023	BUY	$143.54 - $169.81 $3,875 - $4,584	27 Added 4.13%	680 $115,000
Q1 2023 May 15, 2023	SELL	$128.39 - $156.16 $52,126 - $63,400	-406 Reduced 38.34%	653 $97,000
Q4 2022 Feb 15, 2023	SELL	$126.26 - $147.57 $7,449 - $8,706	-59 Reduced 5.28%	1,059 $136,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $14,421 - $17,815	-103 Reduced 8.44%	1,118 $159,000
Q2 2022 Aug 15, 2022	SELL	$134.63 - $189.39 $18,309 - $25,757	-136 Reduced 10.02%	1,221 $168,000
Q1 2022 May 12, 2022	BUY	$163.19 - $210.31 $5,385 - $6,940	33 Added 2.49%	1,357 $251,000
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $179 - $211	1 Added 0.08%	1,324 $271,000
Q3 2021 Nov 15, 2021	BUY	$175.93 - $185.89 $5,629 - $5,948	32 Added 2.48%	1,323 $238,000
Q2 2021 Aug 02, 2021	BUY	$166.65 - $179.87 $15,998 - $17,267	96 Added 8.03%	1,291 $229,000
Q1 2021 May 14, 2021	BUY	$155.83 - $173.21 $18,076 - $20,092	116 Added 10.75%	1,195 $201,000
Q4 2020 Feb 04, 2021	BUY	$142.97 - $160.78 $18,443 - $20,740	129 Added 13.58%	1,079 $172,000
Q3 2020 Nov 13, 2020	BUY	$129.0 - $153.76 $122,550 - $146,072	950 New	950 $137,000

Others Institutions Holding XLY

# of Institutions

1,341

Shares Held

76.7M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Select Sector Spdr Consumer Di Transaction History