Pinnacle Family Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 6,835 shares of XLY stock, worth $1.53 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

6,835

Previous 3,180 114.94%

Holding current value

$1.53 Million

Previous $713,000 89.2%

% of portfolio

0.83%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$192.6 - $233.2 $703,953 - $852,346	3,655 Added 114.94%	6,835 $1.35 Million
Q4 2024 Feb 14, 2025	BUY	$194.8 - $239.43 $619,464 - $761,387	3,180 New	3,180 $713,000
Q1 2024 May 15, 2024	SELL	$170.9 - $185.02 $849,373 - $919,549	-4,970 Reduced 60.61%	3,230 $593,000
Q4 2023 Feb 14, 2024	BUY	$148.04 - $181.41 $1.21 Million - $1.49 Million	8,200 New	8,200 $1.47 Million
Q2 2023 Aug 14, 2023	BUY	$143.54 - $169.81 $449,280 - $531,505	3,130 New	3,130 $531,000

Others Institutions Holding XLY

# of Institutions

1,429

Shares Held

114M

Call Options Held

6.96M

Put Options Held

15.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Pinnacle Family Advisors, LLC Select Sector Spdr Consumer Di Transaction History