Frank, Rimerman Advisors LLC Select Sector Spdr Consumer Di Transaction History

Frank, Rimerman Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Frank, Rimerman Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 6,124 shares of XLY stock, worth $1.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,124

Previous 6,069 0.91%

Holding current value

$1.44 Million

Previous $1.11 Million 10.94%

% of portfolio

0.09%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$170.05 - $200.86 $9,352 - $11,047	55 Added 0.91%	6,124 $1.23 Million
Q1 2024 May 09, 2024	SELL	$170.9 - $185.02 $170 - $185	-1 Reduced 0.02%	6,069 $1.12 Million
Q4 2023 Feb 13, 2024	BUY	$148.04 - $181.41 $272,541 - $333,975	1,841 Added 43.53%	6,070 $1.09 Billion
Q3 2023 Nov 14, 2023	BUY	$158.36 - $176.97 $22,012 - $24,598	139 Added 3.4%	4,229 $681 Million
Q2 2023 Aug 14, 2023	BUY	$143.54 - $169.81 $49,377 - $58,414	344 Added 9.18%	4,090 $695 Million
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $480,948 - $584,975	3,746 New	3,746 $560 Million
Q4 2022 Sep 07, 2023	BUY	$126.26 - $147.57 $86,866 - $101,528	688 Added 32.78%	2,787 $360 Million
Q3 2022 Sep 07, 2023	SELL	$140.01 - $172.97 $278,759 - $344,383	-1,991 Reduced 48.68%	2,099 $299 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Frank, Rimerman Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frank, Rimerman Advisors LLC with notifications on news.

Account

Frank, Rimerman Advisors LLC Select Sector Spdr Consumer Di Transaction History