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

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 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 11,167 shares of XLY stock, worth $2.2 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
11,167
Previous 8,230 35.69%
Holding current value
$2.2 Million
Previous $1.85 Billion 19.42%
% of portfolio
0.99%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,425
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
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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