Graves Light Lenhart Wealth, Inc. Select Sector Spdr Consumer Di Transaction History

Graves Light Lenhart Wealth, Inc.

$801 Million
Q4 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 1,475 shares of XLY stock, worth $340,636. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,475

Previous 1,823 19.09%

Holding current value

$340,636

Previous $365,000 9.59%

% of portfolio

0.04%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$194.8 - $239.43 $67,790 - $83,321	-348 Reduced 19.09%	1,475 $330,000
Q3 2024 Nov 14, 2024	BUY	$170.05 - $200.86 $59,177 - $69,899	348 Added 23.59%	1,823 $365,000
Q2 2024 Aug 14, 2024	SELL	$169.76 - $184.45 $40,402 - $43,899	-238 Reduced 13.89%	1,475 $269,000
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $219,932 - $267,502	1,713 New	1,713 $256,000
Q1 2022 May 13, 2022	SELL	$163.19 - $210.31 $2,774 - $3,575	-17 Reduced 1.76%	947 $175,000
Q3 2021 Nov 15, 2021	SELL	$175.93 - $185.89 $56,825 - $60,042	-323 Reduced 25.1%	964 $173,000
Q2 2021 Jul 12, 2021	SELL	$166.65 - $179.87 $8,165 - $8,813	-49 Reduced 3.67%	1,287 $230,000
Q4 2020 Feb 04, 2021	SELL	$142.97 - $160.78 $32,740 - $36,818	-229 Reduced 14.63%	1,336 $215,000
Q3 2020 Nov 10, 2020	BUY	$129.0 - $153.76 $129 - $153	1 Added 0.06%	1,565 $230,000
Q2 2020 Jul 31, 2020	BUY	$92.41 - $133.25 $144,529 - $208,403	1,564 New	1,564 $200,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Account

Graves Light Lenhart Wealth, Inc. Select Sector Spdr Consumer Di Transaction History