Legacy Financial Strategies, LLC Select Sector Spdr Consumer Di Transaction History

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 1,950 shares of XLY stock, worth $421,122. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,950
Previous 2,101 7.19%
Holding current value
$421,122
Previous $420,000 4.05%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$194.8 - $239.43 $29,414 - $36,153
-151 Reduced 7.19%
1,950 $437,000
Q1 2024

Apr 10, 2024
BUY
$170.9 - $185.02 $11,963 - $12,951
70 Added 3.45%
2,101 $386,000
Q4 2023

Feb 01, 2024
BUY
$148.04 - $181.41 $300,669 - $368,443
2,031 New
2,031 $363,000

Others Institutions Holding XLY

# of Institutions
1,454
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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