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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Iht Wealth Management, LLC holds 69,594 shares of XLY stock, worth $12.7 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
69,594
Previous 62,830 10.77%
Holding current value
$12.7 Million
Previous $11.2 Million 13.91%
% of portfolio
0.49%
Previous 0.51%

Shares

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

May 15, 2024
BUY
$170.9 - $185.02 $1.16 Million - $1.25 Million
6,764 Added 10.77%
69,594 $12.8 Million
Q4 2023

Feb 14, 2024
BUY
$148.04 - $181.41 $349,818 - $428,671
2,363 Added 3.91%
62,830 $11.2 Million
Q3 2023

Nov 14, 2023
BUY
$158.36 - $176.97 $4.8 Million - $5.37 Million
30,336 Added 100.68%
60,467 $9.73 Million
Q2 2023

Aug 14, 2023
SELL
$143.54 - $169.81 $547,318 - $647,485
-3,813 Reduced 11.23%
30,131 $5.12 Million
Q1 2023

May 15, 2023
BUY
$128.39 - $156.16 $310,447 - $377,594
2,418 Added 7.67%
33,944 $5.08 Million
Q4 2022

Feb 14, 2023
BUY
$126.26 - $146.17 $193,177 - $223,640
1,530 Added 5.1%
31,526 $4.07 Million
Q3 2022

Nov 22, 2022
BUY
N/A
7,565 Added 33.73%
29,996 $4.27 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,176 Added 5.53%
22,431 $3.08 Million
Q1 2022

May 16, 2022
SELL
N/A
-5,928 Reduced 21.81%
21,255 $3.93 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,056 Added 4.04%
27,183 $5.56 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-986 Reduced 3.64%
26,127 $4.69 Million
Q2 2021

Aug 16, 2021
BUY
N/A
1,405 Added 5.47%
27,113 $4.84 Million
Q1 2021

May 18, 2021
BUY
N/A
1,325 Added 5.43%
25,708 $4.32 Million
Q4 2020

Feb 17, 2021
BUY
N/A
1,700 Added 7.49%
24,383 $3.92 Million
Q3 2020

Nov 19, 2020
BUY
N/A
2,282 Added 11.19%
22,683 $3.33 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-367 Reduced 1.77%
20,401 $2.61 Million
Q1 2020

May 13, 2020
BUY
N/A
6,600 Added 46.58%
20,768 $2.04 Million
Q4 2019

Feb 18, 2020
BUY
N/A
1,270 Added 9.85%
14,168 $1.78 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-311 Reduced 2.35%
12,898 $1.56 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-1,160 Reduced 8.07%
13,209 $1.58 Million
Q1 2019

May 16, 2019
BUY
N/A
2,297 Added 19.03%
14,369 $1.64 Million
Q4 2018

Feb 15, 2019
BUY
N/A
245 Added 2.07%
12,072 $1.2 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,117 Added 10.43%
11,827 $1.39 Million
Q2 2018

Aug 13, 2018
BUY
N/A
1,225 Added 12.92%
10,710 $1.17 Million
Q1 2018

May 15, 2018
BUY
N/A
1,316 Added 16.11%
9,485 $934,000
Q4 2017

Feb 14, 2018
BUY
N/A
5 Added 0.06%
8,169 $832,000
Q3 2017

Nov 14, 2017
BUY
N/A
8,164
8,164 $746,000

Others Institutions Holding XLY

# of Institutions
1,265
Shares Held
82.5M
Call Options Held
9.96M
Put Options Held
13.9M
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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