New Wave Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

New Wave Wealth Advisors LLC

$231 Billion
Q3 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 9,578 shares of XLY stock, worth $2.21 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

9,578

Previous 9,578 -0.0%

Holding current value

$2.21 Million

Previous $2.08 Billion -0.0%

% of portfolio

0.9%

Previous 0.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$216.09 - $242.18 $1.23 Million - $1.38 Million	-5,706 Reduced 59.57%	3,872 $928 Million
Q2 2025 Jul 18, 2025	SELL	$176.34 - $218.59 $280,204 - $347,339	-1,589 Reduced 14.23%	9,578 $2.08 Billion
Q1 2025 Apr 25, 2025	BUY	$192.6 - $233.2 $565,666 - $684,908	2,937 Added 35.69%	11,167 $2.21 Billion
Q4 2024 Jan 23, 2025	BUY	$194.8 - $239.43 $854,392 - $1.05 Million	4,386 Added 114.1%	8,230 $1.85 Billion
Q3 2024 Oct 23, 2024	SELL	$170.05 - $200.86 $510,150 - $602,580	-3,000 Reduced 43.83%	3,844 $770 Million

Q2 2024 Aug 27, 2024	BUY	$169.76 - $184.45 $1.16 Million - $1.26 Million	6,844 New	6,844 $1.25 Billion

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

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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New Wave Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History