Optimum Investment Advisors Select Sector Spdr Consumer Di Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Optimum Investment Advisors holds 700 shares of XLY stock, worth $139,741. This represents 0.06% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$139,741
Previous $127,000 10.24%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 08, 2022
SELL
$163.19 - $210.31 $16,319 - $21,031
-100 Reduced 12.5%
700 $130,000
Q3 2021

Oct 22, 2021
SELL
$175.93 - $185.89 $51,723 - $54,651
-294 Reduced 26.87%
800 $144,000
Q1 2021

Apr 15, 2021
SELL
$155.83 - $173.21 $31,166 - $34,642
-200 Reduced 15.46%
1,094 $184,000
Q4 2020

Jan 21, 2021
SELL
$142.97 - $160.78 $57,188 - $64,312
-400 Reduced 23.61%
1,294 $208,000
Q3 2020

Oct 06, 2020
SELL
$129.0 - $153.76 $25,800 - $30,752
-200 Reduced 10.56%
1,694 $249,000
Q2 2020

Jul 16, 2020
BUY
$92.41 - $133.25 $24,765 - $35,711
268 Added 16.48%
1,894 $242,000
Q1 2020

Apr 21, 2020
SELL
$87.45 - $132.32 $19,588 - $29,639
-224 Reduced 12.11%
1,626 $159,000
Q4 2019

Jan 22, 2020
SELL
$117.45 - $126.06 $35,235 - $37,818
-300 Reduced 13.95%
1,850 $232,000
Q4 2017

Jan 16, 2018
SELL
N/A
-250 Reduced 10.42%
2,150 $212,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,400
2,400 $215,000

Others Institutions Holding XLY

# of Institutions
1,276
Shares Held
81.5M
Call Options Held
5.83M
Put Options Held
12.5M
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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