Golden State Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,942 shares of XLY stock, worth $1.14 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,942

Previous 5,445 9.24%

Holding current value

$1.14 Million

Previous $1.01 Million 110013.11%

% of portfolio

0.17%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$194.8 - $239.43 $97,984 - $120,433	-503 Reduced 9.24%	4,942 $1.11 Billion
Q1 2022 May 19, 2022	SELL	$163.19 - $210.31 $62,012 - $79,917	-380 Reduced 6.52%	5,445 $1.01 Million
Q1 2022 May 16, 2022	BUY	$163.19 - $210.31 $65,765 - $84,754	403 Added 7.43%	5,825 $979,000
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $1,076 - $1,268	6 Added 0.11%	5,422 $1.11 Million
Q3 2021 Nov 15, 2021	SELL	$175.93 - $185.89 $54,186 - $57,254	-308 Reduced 5.38%	5,416 $972,000
Q2 2021 Aug 12, 2021	SELL	$166.65 - $179.87 $16,831 - $18,166	-101 Reduced 1.73%	5,724 $1.02 Million
Q1 2021 May 14, 2021	SELL	$155.83 - $173.21 $12,310 - $13,683	-79 Reduced 1.34%	5,825 $979,000
Q4 2020 Jan 28, 2021	SELL	$142.97 - $160.78 $16,870 - $18,972	-118 Reduced 1.96%	5,904 $949,000
Q2 2020 Aug 13, 2020	BUY	$92.41 - $133.25 $332,768 - $479,833	3,601 Added 148.74%	6,022 $769,000
Q2 2020 Aug 11, 2020	SELL	$92.41 - $133.25 $473,693 - $683,039	-5,126 Reduced 67.92%	2,421 $309,000
Q1 2020 Apr 17, 2020	BUY	$87.45 - $132.32 $659,985 - $998,619	7,547 New	7,547 $740,000

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

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Golden State Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History