Meridian Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 2,740 shares of XLY stock, worth $605,896. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,740
Previous 2,740 -0.0%
Holding current value
$605,896
Previous $499,000 10.02%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$158.36 - $176.97 $34,839 - $38,933
-220 Reduced 7.43%
2,740 $441,000
Q2 2021

Aug 10, 2021
SELL
$166.65 - $179.87 $8,332 - $8,993
-50 Reduced 1.66%
2,960 $529,000
Q4 2020

May 07, 2021
BUY
$142.97 - $160.78 $430,339 - $483,947
3,010 New
3,010 $484,000
Q4 2020

Feb 16, 2021
SELL
$142.97 - $160.78 $430,339 - $483,947
-3,010 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$129.0 - $153.76 $25,800 - $30,752
200 Added 7.12%
3,010 $442,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,810 New
2,810 $278,000

Others Institutions Holding XLY

# of Institutions
1,296
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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