Goelzer Investment Management, Inc. Select Sector Spdr Consumer Di Transaction History

Goelzer Investment Management, Inc.

  • $1.81 Billion
  • Q3 2024

A detailed history of Goelzer Investment Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 2,449 shares of XLY stock, worth $562,633. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,449
Previous 2,306 6.2%
Holding current value
$562,633
Previous $420,000 16.67%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 04, 2024
BUY
$170.05 - $200.86 $24,317 - $28,722
143 Added 6.2%
2,449 $490,000
Q2 2024

Aug 09, 2024
BUY
$169.76 - $184.45 $17,315 - $18,813
102 Added 4.63%
2,306 $420,000
Q1 2024

May 01, 2024
BUY
$170.9 - $185.02 $83,741 - $90,659
490 Added 28.59%
2,204 $405,000
Q4 2023

Feb 07, 2024
BUY
$148.04 - $181.41 $148 - $181
1 Added 0.06%
1,714 $306,000
Q3 2023

Nov 13, 2023
BUY
$158.36 - $176.97 $21,061 - $23,537
133 Added 8.42%
1,713 $275,000
Q2 2023

Jul 26, 2023
SELL
$143.54 - $169.81 $4,306 - $5,094
-30 Reduced 1.86%
1,580 $268,000
Q1 2023

Apr 27, 2023
SELL
$128.39 - $156.16 $3,723 - $4,528
-29 Reduced 1.77%
1,610 $240,000
Q4 2022

Jan 20, 2023
SELL
$126.26 - $147.57 $49,872 - $58,290
-395 Reduced 19.42%
1,639 $0
Q3 2022

Nov 10, 2022
BUY
$140.01 - $172.97 $22,961 - $28,367
164 Added 8.77%
2,034 $290,000
Q2 2022

Aug 01, 2022
BUY
$134.63 - $189.39 $7,673 - $10,795
57 Added 3.14%
1,870 $257,000
Q1 2022

May 10, 2022
SELL
$163.19 - $210.31 $16,645 - $21,451
-102 Reduced 5.33%
1,813 $335,000
Q4 2021

Feb 11, 2022
SELL
$179.37 - $211.42 $22,779 - $26,850
-127 Reduced 6.22%
1,915 $391,000
Q3 2021

Oct 29, 2021
BUY
$175.93 - $185.89 $10,907 - $11,525
62 Added 3.13%
2,042 $366,000
Q2 2021

Aug 12, 2021
SELL
$166.65 - $179.87 $12,832 - $13,849
-77 Reduced 3.74%
1,980 $354,000
Q1 2021

May 06, 2021
BUY
$155.83 - $173.21 $13,557 - $15,069
87 Added 4.42%
2,057 $346,000
Q4 2020

Feb 12, 2021
BUY
$142.97 - $160.78 $1,572 - $1,768
11 Added 0.56%
1,970 $317,000
Q3 2020

Oct 27, 2020
SELL
$129.0 - $153.76 $8,514 - $10,148
-66 Reduced 3.26%
1,959 $288,000
Q2 2020

Aug 12, 2020
SELL
$92.41 - $133.25 $14,323 - $20,653
-155 Reduced 7.11%
2,025 $259,000
Q1 2020

May 07, 2020
BUY
$87.45 - $132.32 $19,501 - $29,507
223 Added 11.39%
2,180 $214,000
Q3 2019

Nov 06, 2019
SELL
$119.52 - $123.67 $6,215 - $6,430
-52 Reduced 2.59%
1,957 $236,000
Q1 2019

May 03, 2019
BUY
N/A
2,009 New
2,009 $229,000
Q4 2018

Jan 28, 2019
SELL
N/A
-3,295 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
99 Added 3.1%
3,295 $386,000
Q2 2018

Aug 14, 2018
SELL
N/A
-224 Reduced 6.55%
3,196 $349,000
Q1 2018

May 07, 2018
SELL
N/A
-12 Reduced 0.35%
3,420 $346,000
Q4 2017

Feb 06, 2018
SELL
N/A
-201 Reduced 5.53%
3,432 $339,000
Q3 2017

Oct 31, 2017
BUY
N/A
3,633
3,633 $327,000

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

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Goelzer Investment Management, Inc. Portfolio

Follow Goelzer Investment Management, Inc. 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 Goelzer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Goelzer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email