Lgt Financial Advisors LLC Select Sector Spdr Consumer Di Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 69 shares of XLY stock, worth $14,727. This represents 0.03% of its overall portfolio holdings.

Number of Shares

Previous 75 8.0%

Holding current value

$14,727

Previous $13.7 Million 1.15%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$170.05 - $200.86 $1,020 - $1,205	-6 Reduced 8.0%	69 $13.9 Million
Q2 2024 Aug 05, 2024	SELL	$169.76 - $184.45 $130,545 - $141,842	-769 Reduced 91.11%	75 $13.7 Million
Q1 2024 May 02, 2024	BUY	$170.9 - $185.02 $56,909 - $61,611	333 Added 65.17%	844 $155 Million
Q4 2023 Feb 12, 2024	SELL	$148.04 - $181.41 $888 - $1,088	-6 Reduced 1.16%	511 $91.4 Million
Q3 2023 Nov 01, 2023	BUY	$158.36 - $176.97 $38,006 - $42,472	240 Added 86.64%	517 $83.2 Million
Q2 2023 Aug 14, 2023	BUY	$143.54 - $169.81 $39,760 - $47,037	277 New	277 $47.1 Million
Q4 2022 Feb 14, 2023	BUY	$126.26 - $147.57 $2,525 - $2,951	20 New	20 $2.6 Million

Others Institutions Holding XLY

# of Institutions

1,293

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

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Select Sector Spdr Consumer Di Transaction History