A detailed history of Girard Partners Ltd. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Girard Partners Ltd. holds 2,696 shares of XLY stock, worth $541,518. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,696
Previous 2,919 7.64%
Holding current value
$541,518
Previous $536,000 8.4%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$169.76 - $184.45 $37,856 - $41,132
-223 Reduced 7.64%
2,696 $491,000
Q1 2024

May 13, 2024

SELL
$170.9 - $185.02 $648,052 - $701,595
-3,792 Reduced 56.5%
2,919 $536,000
Q4 2023

Feb 09, 2024

BUY
$148.04 - $181.41 $718,290 - $880,201
4,852 Added 261.0%
6,711 $1.2 Million
Q3 2023

Nov 02, 2023

BUY
$158.36 - $176.97 $3,800 - $4,247
24 Added 1.31%
1,859 $299,000
Q2 2023

Aug 15, 2023

SELL
$143.54 - $169.81 $260,381 - $308,035
-1,814 Reduced 49.71%
1,835 $311,000
Q1 2023

May 12, 2023

SELL
$128.39 - $156.16 $1.81 Million - $2.2 Million
-14,063 Reduced 79.4%
3,649 $545,000
Q4 2022

Jan 26, 2023

BUY
$126.26 - $147.57 $2.04 Million - $2.38 Million
16,130 Added 1019.6%
17,712 $0
Q3 2022

Oct 20, 2022

SELL
$140.01 - $172.97 $31,222 - $38,572
-223 Reduced 12.35%
1,582 $225,000
Q2 2022

Jul 26, 2022

BUY
$134.63 - $189.39 $6,192 - $8,711
46 Added 2.62%
1,805 $248,000
Q1 2022

Apr 27, 2022

SELL
$163.19 - $210.31 $25,784 - $33,228
-158 Reduced 8.24%
1,759 $325,000
Q4 2021

Feb 02, 2022

BUY
$179.37 - $211.42 $343,852 - $405,292
1,917 New
1,917 $391,000
Q1 2021

May 06, 2021

SELL
$155.83 - $173.21 $300,440 - $333,948
-1,928 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$142.97 - $160.78 $275,646 - $309,983
1,928 New
1,928 $309,000
Q2 2019

Aug 12, 2019

SELL
N/A
-4,259 Closed
0 $0
Q1 2019

May 08, 2019

SELL
N/A
-497 Reduced 10.45%
4,259 $484,000
Q4 2018

Feb 11, 2019

BUY
N/A
677 Added 16.6%
4,756 $470,000
Q3 2018

Nov 09, 2018

SELL
N/A
-3,885 Reduced 48.78%
4,079 $478,000
Q2 2018

Aug 07, 2018

SELL
N/A
-155 Reduced 1.91%
7,964 $870,000
Q1 2018

Apr 18, 2018

SELL
N/A
-724 Reduced 8.19%
8,119 $822,000
Q4 2017

Feb 07, 2018

BUY
N/A
8,843
8,843 $873,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Girard Partners Ltd. Portfolio

Follow Girard Partners Ltd. 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 Girard Partners Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Girard Partners Ltd. with notifications on news.