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 3,844 shares of XLY stock, worth $879,968. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,844
Previous 6,844 43.83%
Holding current value
$879,968
Previous $1.25 Billion 38.3%
% of portfolio
0.35%
Previous 0.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.