Live Oak Investment Partners Select Sector Spdr Consumer Di Transaction History

Live Oak Investment Partners

  • $146 Million
  • Q3 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 5,105 shares of XLY stock, worth $1.18 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
5,105
Previous 5,520 7.52%
Holding current value
$1.18 Million
Previous $1.32 Million 7.49%
% of portfolio
0.84%
Previous 1.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$216.09 - $242.18 $89,677 - $100,504
-415 Reduced 7.52%
5,105 $1.22 Million
Q3 2025

Oct 28, 2025
BUY
$216.09 - $242.18 $206,582 - $231,524
956 Added 20.95%
5,520 $1.32 Million
Q2 2025

Jul 24, 2025
BUY
$176.34 - $218.59 $48,493 - $60,112
275 Added 6.41%
4,564 $991,000
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
1,497
Shares Held
88.1M
Call Options Held
5.17M
Put Options Held
12.2M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email