Kcm Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History

Kcm Investment Advisors LLC

$2.74 Billion
Q1 2025

A detailed history of Kcm Investment Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 238,548 shares of XLY stock, worth $52.3 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

238,548

Previous 226,489 5.32%

Holding current value

$52.3 Million

Previous $50.8 Million 7.3%

% of portfolio

1.72%

Previous 1.78%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$192.6 - $233.2 $2.32 Million - $2.81 Million	12,059 Added 5.32%	238,548 $47.1 Million
Q4 2024 Feb 12, 2025	SELL	$194.8 - $239.43 $1.62 Million - $1.99 Million	-8,330 Reduced 3.55%	226,489 $50.8 Million
Q3 2024 Nov 06, 2024	BUY	$170.05 - $200.86 $636,327 - $751,618	3,742 Added 1.62%	234,819 $47.1 Million
Q2 2024 Jul 29, 2024	BUY	$169.76 - $184.45 $1.19 Million - $1.29 Million	7,014 Added 3.13%	231,077 $42.1 Million
Q1 2024 May 07, 2024	BUY	$170.9 - $185.02 $244,899 - $265,133	1,433 Added 0.64%	224,063 $41.2 Million
Q4 2023 Feb 13, 2024	SELL	$148.04 - $181.41 $1.08 Million - $1.32 Million	-7,275 Reduced 3.16%	222,630 $39.8 Million
Q3 2023 Nov 08, 2023	BUY	$158.36 - $176.97 $513,561 - $573,913	3,243 Added 1.43%	229,905 $37 Million
Q2 2023 Aug 09, 2023	BUY	$143.54 - $169.81 $378,945 - $448,298	2,640 Added 1.18%	226,662 $38.5 Million
Q1 2023 May 09, 2023	BUY	$128.39 - $156.16 $28.8 Million - $35 Million	224,022 New	224,022 $33.5 Million
Q4 2022 Jan 31, 2023	BUY	$126.26 - $147.57 $968,414 - $1.13 Million	7,670 Added 3.71%	214,208 $27.7 Million
Q3 2022 Nov 10, 2022	BUY	$140.01 - $172.97 $1.41 Million - $1.74 Million	10,081 Added 5.13%	206,538 $29.4 Million
Q2 2022 Aug 15, 2022	SELL	$134.63 - $189.39 $2.42 Million - $3.4 Million	-17,971 Reduced 8.38%	196,457 $27 Million
Q1 2022 May 13, 2022	BUY	$163.19 - $210.31 $2.87 Million - $3.7 Million	17,605 Added 8.94%	214,428 $39.7 Million
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $1.61 Million - $1.9 Million	8,993 Added 4.79%	196,823 $40.2 Million
Q3 2021 Nov 12, 2021	BUY	$175.93 - $185.89 $918,354 - $970,345	5,220 Added 2.86%	187,830 $33.7 Million
Q2 2021 Aug 12, 2021	BUY	$166.65 - $179.87 $780,588 - $842,511	4,684 Added 2.63%	182,610 $32.6 Million
Q1 2021 May 13, 2021	BUY	$155.83 - $173.21 $733,959 - $815,819	4,710 Added 2.72%	177,926 $29.9 Million
Q4 2020 Feb 19, 2021	BUY	$142.97 - $160.78 $351,992 - $395,840	2,462 Added 1.44%	173,216 $27.9 Million
Q3 2020 Nov 16, 2020	SELL	$129.0 - $153.76 $2.63 Million - $3.13 Million	-20,356 Reduced 10.65%	170,754 $25.1 Million
Q2 2020 Aug 14, 2020	SELL	$92.41 - $133.25 $910,423 - $1.31 Million	-9,852 Reduced 4.9%	191,110 $24.4 Million
Q1 2020 Apr 27, 2020	BUY	$87.45 - $132.32 $17.6 Million - $26.6 Million	200,962 New	200,962 $19.7 Million
Q4 2019 Feb 18, 2020	BUY	$117.45 - $126.06 $460,169 - $493,903	3,918 Added 1.26%	315,856 $39.6 Million
Q3 2019 Nov 15, 2019	BUY	$119.52 - $123.67 $1.7 Million - $1.76 Million	14,225 Added 4.78%	311,938 $37.7 Million
Q2 2019 Aug 14, 2019	BUY	N/A	19,147 Added 6.87%	297,713 $35.5 Million
Q1 2019 May 16, 2019	SELL	N/A	-278,108 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-86,702 Reduced 23.77%	278,108 $27.5 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-19,678 Reduced 5.12%	364,810 $0
Q2 2018 Aug 10, 2018	BUY	N/A	110,300 Added 40.23%	384,488 $42 Million
Q1 2018 May 09, 2018	BUY	N/A	76,921 Added 38.99%	274,188 $27.8 Million
Q4 2017 Feb 22, 2018	BUY	N/A	33,919 Added 20.76%	197,267 $19.5 Million
Q3 2017 Nov 13, 2017	BUY	N/A	163,348	163,348 $14.7 Million

Others Institutions Holding XLY

# of Institutions

1,413

Shares Held

83.3M

Call Options Held

6.96M

Put Options Held

16.1M

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About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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Kcm Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History