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

Horizon Wealth Management, LLC

  • $590 Million
  • Q1 2025

A detailed history of Horizon Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 1,522 shares of XLY stock, worth $299,894. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,522
Previous 57,724 97.36%
Holding current value
$299,894
Previous $13 Million 97.69%
% of portfolio
0.05%
Previous 2.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$192.6 - $233.2 $10.8 Million - $13.1 Million
-56,202 Reduced 97.36%
1,522 $299,000
Q4 2024

Jan 13, 2025
BUY
$194.8 - $239.43 $11 Million - $13.5 Million
56,304 Added 3965.07%
57,724 $13 Million
Q1 2024

Apr 18, 2024
SELL
$170.9 - $185.02 $44,775 - $48,475
-262 Reduced 15.58%
1,420 $261,000
Q4 2023

Jan 22, 2024
SELL
$148.04 - $181.41 $15,100 - $18,503
-102 Reduced 5.72%
1,682 $300,000
Q2 2023

Jul 31, 2023
SELL
$143.54 - $169.81 $31,291 - $37,018
-218 Reduced 10.89%
1,784 $302,000
Q4 2022

Feb 09, 2023
SELL
$126.26 - $147.57 $122,977 - $143,733
-974 Reduced 32.73%
2,002 $258,000
Q3 2022

Nov 18, 2022
SELL
$140.01 - $172.97 $244,597 - $302,178
-1,747 Reduced 36.99%
2,976 $424,000
Q2 2022

Aug 02, 2022
SELL
$134.63 - $189.39 $467,435 - $657,562
-3,472 Reduced 42.37%
4,723 $649,000
Q1 2022

May 12, 2022
SELL
$163.19 - $210.31 $2,121 - $2,734
-13 Reduced 0.16%
8,195 $1.52 Million
Q4 2021

Feb 14, 2022
BUY
$179.37 - $211.42 $1.47 Million - $1.74 Million
8,208 New
8,208 $1.68 Million

Others Institutions Holding XLY

# of Institutions
1,461
Shares Held
82.4M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email