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

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

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 $412,717. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,950
Previous 1,950 -0.0%
Holding current value
$412,717
Previous $437,000 12.13%
% of portfolio
0.08%
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
1,411
Shares Held
83.2M
Call Options Held
6.96M
Put Options Held
16.1M
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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