Guardian Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 30 shares of XLY stock, worth $6,767. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 28 7.14%

Holding current value

$6,767

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$170.05 - $200.86 $340 - $401	2 Added 7.14%	30 $6,000
Q2 2024 Aug 14, 2024	SELL	$169.76 - $184.45 $32,254 - $35,045	-190 Reduced 87.16%	28 $5,000
Q1 2024 May 15, 2024	SELL	$170.9 - $185.02 $48,364 - $52,360	-283 Reduced 56.49%	218 $40,000
Q4 2023 Feb 14, 2024	SELL	$148.04 - $181.41 $2,368 - $2,902	-16 Reduced 3.09%	501 $89,000
Q3 2023 Nov 14, 2023	BUY	$158.36 - $176.97 $316 - $353	2 Added 0.39%	517 $83,000
Q2 2023 Aug 14, 2023	BUY	$143.54 - $169.81 $287 - $339	2 Added 0.39%	515 $87,000
Q1 2023 May 15, 2023	SELL	$128.39 - $156.16 $9,886 - $12,024	-77 Reduced 13.05%	513 $76,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $23,661 - $29,231	-169 Reduced 22.27%	590 $84,000
Q2 2022 Aug 15, 2022	BUY	$134.63 - $189.39 $31,638 - $44,506	235 Added 44.85%	759 $104,000
Q1 2022 May 16, 2022	SELL	$163.19 - $210.31 $4,895 - $6,309	-30 Reduced 5.42%	524 $97,000
Q4 2021 May 16, 2022	BUY	$179.37 - $211.42 $99,370 - $117,126	554 New	554 $113,000

Others Institutions Holding XLY

# of Institutions

1,375

Shares Held

78.2M

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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History