Heritage Wealth Advisors Select Sector Spdr Consumer Di Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Dec 12, 2024	BUY	$140.01 - $172.97 $8,400 - $10,378	60 New	60 $8,000
Q2 2021 Aug 09, 2021	SELL	$166.65 - $179.87 $15,165 - $16,368	-91 Reduced 60.26%	60 $0
Q2 2021 Jul 27, 2021	BUY	$166.65 - $179.87 $12,665 - $13,670	76 Added 101.33%	151 $24,000
Q1 2021 Apr 27, 2021	SELL	$155.83 - $173.21 $11,843 - $13,163	-76 Reduced 50.33%	75 $0
Q3 2020 Nov 03, 2020	SELL	$129.0 - $153.76 $330,885 - $394,394	-2,565 Reduced 94.44%	151 $0
Q2 2020 Jul 17, 2020	BUY	$92.41 - $133.25 $94,073 - $135,648	1,018 Added 53.38%	2,925 $346,000
Q2 2020 Jul 17, 2020	SELL	$92.41 - $133.25 $19,313 - $27,849	-209 Reduced 7.15%	2,716 $0
Q1 2020 May 05, 2020	BUY	$87.45 - $132.32 $129,863 - $196,495	1,485 Added 351.9%	1,907 $0
Q3 2019 Oct 30, 2019	BUY	$119.52 - $123.67 $28,923 - $29,928	242 Added 134.44%	422 $50,000
Q2 2019 Aug 05, 2019	SELL	N/A	-90 Reduced 33.33%	180 $0
Q3 2018 Nov 14, 2018	BUY	N/A	270 New	270 $31,000

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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