Institute For Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,915 shares of XLY stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,915

Previous 4,761 3.23%

Holding current value

$1.08 Million

Previous $868,000 13.36%

% of portfolio

0.13%

Previous 0.12%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$170.05 - $200.86 $26,187 - $30,932	154 Added 3.23%	4,915 $984,000
Q1 2024 Apr 30, 2024	BUY	$170.9 - $185.02 $10,254 - $11,101	60 Added 1.28%	4,761 $875,000
Q4 2023 Jan 31, 2024	BUY	$148.04 - $181.41 $9,030 - $11,066	61 Added 1.31%	4,701 $840,000
Q3 2023 Oct 13, 2023	SELL	$158.36 - $176.97 $6,176 - $6,901	-39 Reduced 0.83%	4,640 $746,000
Q1 2023 Apr 20, 2023	BUY	$128.39 - $156.16 $22,596 - $27,484	176 Added 3.91%	4,679 $699,000
Q4 2022 Feb 02, 2023	SELL	$126.26 - $147.57 $57,195 - $66,849	-453 Reduced 9.14%	4,503 $581,000
Q3 2022 Oct 18, 2022	SELL	$140.01 - $172.97 $420 - $518	-3 Reduced 0.06%	4,956 $706,000
Q2 2022 Jul 25, 2022	SELL	$134.63 - $189.39 $6,462 - $9,090	-48 Reduced 0.96%	4,959 $682,000
Q1 2022 Apr 29, 2022	SELL	$163.19 - $210.31 $229,445 - $295,695	-1,406 Reduced 21.92%	5,007 $926,000
Q4 2021 Jan 21, 2022	BUY	$179.37 - $211.42 $27,622 - $32,558	154 Added 2.46%	6,413 $1.31 Million
Q3 2021 Nov 15, 2021	SELL	$175.93 - $185.89 $34,306 - $36,248	-195 Reduced 3.02%	6,259 $1.12 Million
Q2 2021 Jul 21, 2021	SELL	$166.65 - $179.87 $4,666 - $5,036	-28 Reduced 0.43%	6,454 $1.15 Million
Q1 2021 May 04, 2021	SELL	$155.83 - $173.21 $43,476 - $48,325	-279 Reduced 4.13%	6,482 $1.09 Million
Q4 2020 Feb 01, 2021	BUY	$142.97 - $160.78 $68,053 - $76,531	476 Added 7.57%	6,761 $1.09 Million
Q3 2020 Nov 03, 2020	SELL	$129.0 - $153.76 $12,771 - $15,222	-99 Reduced 1.55%	6,285 $924,000
Q2 2020 Jul 30, 2020	BUY	$92.41 - $133.25 $33,452 - $48,236	362 Added 6.01%	6,384 $815,000
Q1 2020 Apr 29, 2020	SELL	$87.45 - $132.32 $101,267 - $153,226	-1,158 Reduced 16.13%	6,022 $591,000
Q4 2019 Feb 27, 2020	BUY	$117.45 - $126.06 $737,468 - $791,530	6,279 Added 696.89%	7,180 $901,000
Q4 2019 Jan 27, 2020	SELL	$117.45 - $126.06 $775,404 - $832,248	-6,602 Reduced 87.99%	901 $901,000
Q3 2019 Oct 28, 2019	SELL	$119.52 - $123.67 $18,645 - $19,292	-156 Reduced 2.04%	7,503 $906,000
Q2 2019 Aug 02, 2019	BUY	N/A	2,715 Added 54.92%	7,659 $913,000
Q1 2019 May 15, 2019	SELL	N/A	-3,377 Reduced 40.58%	4,944 $563,000
Q4 2018 Feb 08, 2019	BUY	N/A	8,321 New	8,321 $824,000
Q2 2018 Aug 10, 2018	SELL	N/A	-8,487 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	4,822 Added 131.57%	8,487 $883,000
Q4 2017 Feb 12, 2018	SELL	N/A	-65 Reduced 1.74%	3,665 $362,000
Q3 2017 Nov 14, 2017	SELL	N/A	-6,099 Reduced 62.05%	3,730 $336,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,829	9,829 $884,000

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History