Key Client Fiduciary Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 1,213 shares of XLY stock, worth $264,555. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,213

Previous 1,262 3.88%

Holding current value

$264,555

Previous $230,000 5.65%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$170.05 - $200.86 $8,332 - $9,842	-49 Reduced 3.88%	1,213 $243,000
Q2 2024 Jul 16, 2024	BUY	$169.76 - $184.45 $5,941 - $6,455	35 Added 2.85%	1,262 $230,000
Q1 2024 Apr 15, 2024	SELL	$170.9 - $185.02 $29,223 - $31,638	-171 Reduced 12.23%	1,227 $225,000
Q4 2023 Jan 09, 2024	BUY	$148.04 - $181.41 $2,960 - $3,628	20 Added 1.45%	1,398 $249,000
Q3 2023 Nov 14, 2023	SELL	$158.36 - $176.97 $43,865 - $49,020	-277 Reduced 16.74%	1,378 $221,000
Q2 2023 Jul 13, 2023	SELL	$143.54 - $169.81 $91,147 - $107,829	-635 Reduced 27.73%	1,655 $281,000
Q1 2023 Apr 25, 2023	BUY	$128.39 - $156.16 $79,730 - $96,975	621 Added 37.21%	2,290 $342,000
Q4 2022 Jan 17, 2023	BUY	$126.26 - $147.57 $28,913 - $33,793	229 Added 15.9%	1,669 $0
Q3 2022 Oct 12, 2022	BUY	$140.01 - $172.97 $201,614 - $249,076	1,440 New	1,440 $205,000
Q2 2022 Jul 19, 2022	SELL	$134.63 - $189.39 $250,277 - $352,076	-1,859 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$163.19 - $210.31 $5,222 - $6,729	32 Added 1.75%	1,859 $344,000
Q4 2021 Mar 01, 2022	BUY	$179.37 - $211.42 $327,708 - $386,264	1,827 New	1,827 $374,000

Others Institutions Holding XLY

# of Institutions

1,294

Shares Held

76.7M

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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Key Client Fiduciary Advisors, LLC Select Sector Spdr Consumer Di Transaction History