Institutional & Family Asset Management, LLC Select Sector Spdr Consumer Di Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$143.54 - $169.81 $287 - $339	2 New	2 $0
Q4 2021 Feb 14, 2022	SELL	$179.37 - $211.42 $294,166 - $346,728	-1,640 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$175.93 - $185.89 $235,394 - $248,720	1,338 Added 443.05%	1,640 $294,000
Q2 2021 Aug 10, 2021	SELL	$166.65 - $179.87 $333 - $359	-2 Reduced 0.66%	302 $54,000
Q1 2021 May 06, 2021	BUY	$155.83 - $173.21 $40,671 - $45,207	261 Added 606.98%	304 $51,000
Q2 2020 Aug 14, 2020	SELL	$92.41 - $133.25 $52,304 - $75,419	-566 Reduced 92.94%	43 $5,000
Q1 2020 May 14, 2020	BUY	$87.45 - $132.32 $32,006 - $48,429	366 Added 150.62%	609 $60,000
Q4 2019 Feb 14, 2020	BUY	$117.45 - $126.06 $19,144 - $20,547	163 Added 203.75%	243 $31,000
Q1 2019 May 13, 2019	SELL	N/A	-304 Reduced 79.17%	80 $9,000
Q3 2018 Nov 13, 2018	BUY	N/A	196 Added 104.26%	384 $45,000
Q1 2018 May 14, 2018	BUY	N/A	188 New	188 $19,000

Others Institutions Holding XLY

# of Institutions

1,297

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

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account