Marion Wealth Management Select Sector Spdr Consumer Di Transaction History

Marion Wealth Management

$371 Million
Q1 2025

A detailed history of Marion Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Marion Wealth Management holds 12,678 shares of XLY stock, worth $2.5 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

12,678

Previous 13,745 7.76%

Holding current value

$2.5 Million

Previous $3.08 Million 18.98%

% of portfolio

0.67%

Previous 0.82%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$192.6 - $233.2 $205,504 - $248,824	-1,067 Reduced 7.76%	12,678 $2.5 Million
Q4 2024 Jan 13, 2025	BUY	$194.8 - $239.43 $13,830 - $16,999	71 Added 0.52%	13,745 $3.08 Million
Q3 2024 Oct 07, 2024	BUY	$170.05 - $200.86 $72,951 - $86,168	429 Added 3.24%	13,674 $2.74 Million
Q2 2024 Jul 09, 2024	BUY	$169.76 - $184.45 $23,257 - $25,269	137 Added 1.05%	13,245 $2.42 Million
Q1 2024 Apr 08, 2024	SELL	$170.9 - $185.02 $9,570 - $10,361	-56 Reduced 0.43%	13,108 $2.41 Million
Q4 2023 Jan 10, 2024	BUY	$148.04 - $181.41 $22,798 - $27,937	154 Added 1.18%	13,164 $2.35 Million
Q3 2023 Oct 18, 2023	BUY	$158.36 - $176.97 $22,803 - $25,483	144 Added 1.12%	13,010 $2.09 Million
Q2 2023 Jul 24, 2023	BUY	$143.54 - $169.81 $18,086 - $21,396	126 Added 0.99%	12,866 $2.18 Million
Q1 2023 Apr 24, 2023	BUY	$128.39 - $156.16 $91,028 - $110,717	709 Added 5.89%	12,740 $1.91 Million
Q4 2022 Jan 19, 2023	BUY	$126.26 - $147.57 $256,181 - $299,419	2,029 Added 20.29%	12,031 $0
Q3 2022 Nov 10, 2022	BUY	$140.01 - $172.97 $112,008 - $138,376	800 Added 8.69%	10,002 $1.43 Million
Q2 2022 Jul 27, 2022	BUY	$134.63 - $189.39 $176,096 - $247,722	1,308 Added 16.57%	9,202 $1.27 Million
Q1 2022 Apr 08, 2022	BUY	$163.19 - $210.31 $183,751 - $236,809	1,126 Added 16.64%	7,894 $1.46 Million
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $1.21 Million - $1.43 Million	6,768 New	6,768 $1.38 Million

Others Institutions Holding XLY

# of Institutions

1,461

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

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 Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Account

Marion Wealth Management Select Sector Spdr Consumer Di Transaction History