Peterson Wealth Management Select Sector Spdr Consumer Di Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

A detailed history of Peterson Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Peterson Wealth Management holds 29,401 shares of XLY stock, worth $6.73 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

29,401

Previous 28,983 1.44%

Holding current value

$6.73 Million

Previous $5.29 Million 11.45%

% of portfolio

3.77%

Previous 3.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$170.05 - $200.86 $71,080 - $83,959	418 Added 1.44%	29,401 $5.89 Million
Q2 2024 Aug 05, 2024	BUY	$169.76 - $184.45 $1.03 Million - $1.11 Million	6,043 Added 26.34%	28,983 $5.29 Million
Q1 2024 May 15, 2024	BUY	$170.9 - $185.02 $86,133 - $93,250	504 Added 2.25%	22,940 $4.22 Million
Q4 2023 Feb 22, 2024	BUY	$148.04 - $181.41 $560,035 - $686,274	3,783 Added 20.28%	22,436 $4.01 Million
Q3 2023 Nov 14, 2023	BUY	$158.36 - $176.97 $1.31 Million - $1.46 Million	8,251 Added 79.32%	18,653 $3 Million
Q2 2023 Aug 17, 2023	BUY	$143.54 - $169.81 $321,673 - $380,544	2,241 Added 27.46%	10,402 $1.77 Million
Q1 2023 Aug 17, 2023	BUY	$128.39 - $156.16 $82,683 - $100,567	644 Added 8.57%	8,161 $1.22 Million
Q4 2022 Feb 07, 2023	SELL	$126.26 - $147.57 $13,257 - $15,494	-105 Reduced 1.38%	7,517 $970,000
Q3 2022 Oct 13, 2022	BUY	$140.01 - $172.97 $1.07 Million - $1.32 Million	7,622 New	7,622 $1.09 Million
Q2 2022 Aug 03, 2022	SELL	$134.63 - $189.39 $1.75 Million - $2.46 Million	-13,015 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$163.19 - $210.31 $1.53 Million - $1.97 Million	-9,358 Reduced 41.83%	13,015 $2.41 Million
Q4 2021 Feb 09, 2022	BUY	$179.37 - $211.42 $185,827 - $219,031	1,036 Added 4.86%	22,373 $4.57 Million
Q3 2021 Nov 12, 2021	BUY	$175.93 - $185.89 $26,037 - $27,511	148 Added 0.7%	21,337 $3.83 Million
Q2 2021 Aug 03, 2021	SELL	$166.65 - $179.87 $957,237 - $1.03 Million	-5,744 Reduced 21.33%	21,189 $3.78 Million
Q1 2021 Apr 19, 2021	BUY	$155.83 - $173.21 $2.03 Million - $2.25 Million	12,997 Added 93.26%	26,933 $4.53 Million
Q4 2020 Mar 10, 2021	BUY	$142.97 - $160.78 $205,590 - $231,201	1,438 Added 11.51%	13,936 $2.24 Million
Q3 2020 Nov 03, 2020	BUY	$129.0 - $153.76 $1.06 Million - $1.26 Million	8,189 Added 190.04%	12,498 $1.84 Million
Q2 2020 Jul 22, 2020	BUY	$92.41 - $133.25 $183,064 - $263,968	1,981 Added 85.09%	4,309 $550,000
Q1 2020 Apr 23, 2020	SELL	$87.45 - $132.32 $2.09 Million - $3.17 Million	-23,953 Reduced 91.14%	2,328 $228,000
Q4 2019 Jan 17, 2020	BUY	$117.45 - $126.06 $3.09 Million - $3.31 Million	26,281 New	26,281 $3.33 Million

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Peterson Wealth Management Select Sector Spdr Consumer Di Transaction History