Lbmc Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q3 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 1,366 shares of XLY stock, worth $304,631. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,366

Previous 1,366 -0.0%

Holding current value

$304,631

Previous $249,000 9.64%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$148.04 - $181.41 $11,103 - $13,605	-75 Reduced 5.2%	1,366 $244,000
Q2 2023 Jul 17, 2023	BUY	$143.54 - $169.81 $861 - $1,018	6 Added 0.42%	1,441 $244,000
Q1 2023 Apr 10, 2023	BUY	$128.39 - $156.16 $184,239 - $224,089	1,435 New	1,435 $214,000
Q2 2022 Jul 07, 2022	SELL	$134.63 - $189.39 $168,287 - $236,737	-1,250 Closed	0 $0
Q4 2021 Mar 17, 2022	SELL	$179.37 - $211.42 $968,059 - $1.14 Million	-5,397 Reduced 81.19%	1,250 $256,000
Q3 2021 Nov 15, 2021	BUY	$175.93 - $185.89 $949,494 - $1 Million	5,397 Added 431.76%	6,647 $224,000
Q4 2020 Jan 21, 2021	BUY	$142.97 - $160.78 $178,712 - $200,975	1,250 New	1,250 $201,000

Others Institutions Holding XLY

# of Institutions

1,300

Shares Held

76M

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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Lbmc Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History