Goal Vest Advisory LLC Select Sector Spdr Consumer Di Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Goal Vest Advisory LLC holds 533 shares of XLY stock, worth $123,746. This represents 0.03% of its overall portfolio holdings.

Number of Shares
533
Holding current value
$123,746
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$194.8 - $239.43 $103,828 - $127,616
533 New
533 $119,000
Q1 2021

May 13, 2021
SELL
$155.83 - $173.21 $2,649 - $2,944
-17 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$142.97 - $160.78 $2,430 - $2,733
17 New
17 $3,000

Others Institutions Holding XLY

# of Institutions
1,350
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
17.7M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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