Live Oak Investment Partners Select Sector Spdr Consumer Di Transaction History

Live Oak Investment Partners

  • $123 Million
  • Q1 2025

A detailed history of Live Oak Investment Partners transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Live Oak Investment Partners holds 4,289 shares of XLY stock, worth $903,477. This represents 0.69% of its overall portfolio holdings.

Number of Shares
4,289
Previous 547 684.1%
Holding current value
$903,477
Previous $122,000 593.44%
% of portfolio
0.69%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$192.6 - $233.2 $720,709 - $872,634
3,742 Added 684.1%
4,289 $846,000
Q4 2024

Feb 06, 2025
SELL
$194.8 - $239.43 $11,882 - $14,605
-61 Reduced 10.03%
547 $122,000
Q3 2024

Nov 05, 2024
SELL
$170.05 - $200.86 $5,611 - $6,628
-33 Reduced 5.15%
608 $121,000
Q2 2024

Jul 16, 2024
SELL
$169.76 - $184.45 $875,112 - $950,839
-5,155 Reduced 88.94%
641 $116,000
Q4 2023

Feb 14, 2024
BUY
$148.04 - $181.41 $40,711 - $49,887
275 Added 4.98%
5,796 $1.04 Million
Q3 2023

Oct 31, 2023
SELL
$158.36 - $176.97 $8,709 - $9,733
-55 Reduced 0.99%
5,521 $888,000
Q2 2023

Jul 13, 2023
SELL
$143.54 - $169.81 $69,903 - $82,697
-487 Reduced 8.03%
5,576 $946,000
Q1 2023

May 03, 2023
SELL
$128.39 - $156.16 $10,527 - $12,805
-82 Reduced 1.33%
6,063 $906,000
Q4 2022

Feb 15, 2023
BUY
$126.26 - $147.57 $775,867 - $906,817
6,145 New
6,145 $793,000

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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