Ibex Wealth Advisors Select Sector Spdr Consumer Di Transaction History

Ibex Wealth Advisors

$635 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$134.63 - $189.39 $18,175 - $25,567	-135 Reduced 8.43%	1,467 $202,000
Q1 2022 May 16, 2022	SELL	$163.19 - $210.31 $24,641 - $31,756	-151 Reduced 8.61%	1,602 $296,000
Q4 2021 Feb 22, 2022	SELL	$179.37 - $211.42 $1,793 - $2,114	-10 Reduced 0.57%	1,753 $358,000
Q3 2021 Nov 12, 2021	BUY	$175.93 - $185.89 $5,101 - $5,390	29 Added 1.67%	1,763 $316,000
Q2 2021 Aug 20, 2021	BUY	$166.65 - $179.87 $288,971 - $311,894	1,734 New	1,734 $310,000
Q3 2019 Nov 12, 2019	SELL	$119.52 - $123.67 $252,426 - $261,191	-2,112 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	2,112 New	2,112 $251,000
Q4 2017 Feb 13, 2018	SELL	N/A	-3,174 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	3,174	3,174 $290,000

Others Institutions Holding XLY

# of Institutions

1,276

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ibex Wealth Advisors with notifications on news.