Hb Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

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 10,879 shares of XLY stock, worth $2.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,879
Previous 10,599 2.64%
Holding current value
$2.5 Million
Previous $1.93 Million 12.73%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024
BUY
$170.05 - $200.86 $47,614 - $56,240
280 Added 2.64%
10,879 $2.18 Million
Q2 2024

Jul 26, 2024
BUY
$169.76 - $184.45 $526,935 - $572,532
3,104 Added 41.41%
10,599 $1.93 Million
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 - $147.57 $149,618 - $174,870
-1,185 Reduced 12.96%
7,956 $0
Q3 2022

Oct 19, 2022
SELL
$140.01 - $172.97 $73,505 - $90,809
-525 Reduced 5.43%
9,141 $1.3 Million
Q2 2022

Jul 15, 2022
SELL
$134.63 - $189.39 $22,213 - $31,249
-165 Reduced 1.68%
9,666 $1.33 Million
Q1 2022

May 16, 2022
BUY
$163.19 - $210.31 $44,387 - $57,204
272 Added 2.85%
9,831 $1.82 Million
Q4 2021

Feb 15, 2022
BUY
$179.37 - $211.42 $1.71 Million - $2.02 Million
9,559 New
9,559 $1.95 Million

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
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