A detailed history of Hb Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,495 shares of XLY stock, worth $1.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,495
Previous 7,442 0.71%
Holding current value
$1.36 Million
Previous $1.33 Million 3.61%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$170.9 - $185.02 $9,057 - $9,806
53 Added 0.71%
7,495 $1.38 Million
Q4 2023

Jan 16, 2024

BUY
$148.04 - $181.41 $33,160 - $40,635
224 Added 3.1%
7,442 $1.33 Million
Q3 2023

Oct 13, 2023

SELL
$158.36 - $176.97 $8,234 - $9,202
-52 Reduced 0.72%
7,218 $1.16 Million
Q2 2023

Jul 13, 2023

SELL
$143.54 - $169.81 $55,406 - $65,546
-386 Reduced 5.04%
7,270 $1.23 Million
Q1 2023

Apr 13, 2023

SELL
$128.39 - $156.16 $38,516 - $46,848
-300 Reduced 3.77%
7,656 $1.14 Million
Q4 2022

Jan 20, 2023

SELL
$126.26 - $146.17 $149,618 - $173,211
-1,185 Reduced 12.96%
7,956 $0
Q3 2022

Oct 19, 2022

SELL
N/A
-525 Reduced 5.43%
9,141 $1.3 Million
Q2 2022

Jul 15, 2022

SELL
N/A
-165 Reduced 1.68%
9,666 $1.33 Million
Q1 2022

May 16, 2022

BUY
N/A
272 Added 2.85%
9,831 $1.82 Million
Q4 2021

Feb 15, 2022

BUY
N/A
9,559 New
9,559 $1.95 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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