Private Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Private Wealth Advisors, LLC

$250 Million
Q4 2024

A detailed history of Private Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 5,556 shares of XLY stock, worth $1.2 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

5,556

Previous 6,027 7.81%

Holding current value

$1.2 Million

Previous $1.21 Million 3.23%

% of portfolio

0.5%

Previous 0.47%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$194.8 - $239.43 $91,750 - $112,771	-471 Reduced 7.81%	5,556 $1.25 Million
Q3 2024 Nov 05, 2024	BUY	$170.05 - $200.86 $510 - $602	3 Added 0.05%	6,027 $1.21 Million
Q2 2024 Jul 23, 2024	BUY	$169.76 - $184.45 $339 - $368	2 Added 0.03%	6,024 $1.1 Million
Q1 2024 May 08, 2024	SELL	$170.9 - $185.02 $409,818 - $443,677	-2,398 Reduced 28.48%	6,022 $1.11 Million
Q4 2023 Jan 23, 2024	BUY	$148.04 - $181.41 $33,012 - $40,454	223 Added 2.72%	8,420 $1.51 Million
Q3 2023 Oct 18, 2023	SELL	$158.36 - $176.97 $49,408 - $55,214	-312 Reduced 3.67%	8,197 $1.32 Million
Q2 2023 Jul 20, 2023	BUY	$143.54 - $169.81 $1,004 - $1,188	7 Added 0.08%	8,509 $1.44 Million
Q1 2023 Apr 24, 2023	SELL	$128.39 - $156.16 $4,622 - $5,621	-36 Reduced 0.42%	8,502 $1.27 Million
Q4 2022 Feb 13, 2023	BUY	$126.26 - $147.57 $122,219 - $142,847	968 Added 12.79%	8,538 $1.1 Million
Q3 2022 Nov 14, 2022	BUY	$140.01 - $172.97 $1,820 - $2,248	13 Added 0.17%	7,570 $1.08 Million
Q2 2022 Aug 15, 2022	SELL	$134.63 - $189.39 $78,489 - $110,414	-583 Reduced 7.16%	7,557 $1.26 Million
Q1 2022 May 17, 2022	BUY	$163.19 - $210.31 $489 - $630	3 Added 0.04%	8,140 $1.51 Million
Q4 2021 Feb 11, 2022	SELL	$179.37 - $211.42 $34,977 - $41,226	-195 Reduced 2.34%	8,137 $1.66 Million
Q3 2021 Dec 03, 2021	SELL	$175.93 - $185.89 $62,807 - $66,362	-357 Reduced 4.11%	8,332 $1.7 Million
Q2 2021 Jul 29, 2021	SELL	$166.65 - $179.87 $58,827 - $63,494	-353 Reduced 3.9%	8,689 $1.55 Million
Q1 2021 May 17, 2021	SELL	$155.83 - $173.21 $207,098 - $230,196	-1,329 Reduced 12.81%	9,042 $1.52 Million
Q4 2020 Feb 11, 2021	BUY	$142.97 - $160.78 $2,716 - $3,054	19 Added 0.18%	10,371 $1.74 Million
Q3 2020 Nov 16, 2020	SELL	$129.0 - $153.76 $31,605 - $37,671	-245 Reduced 2.31%	10,352 $1.52 Million
Q2 2020 Aug 13, 2020	SELL	$92.41 - $133.25 $5,267 - $7,595	-57 Reduced 0.54%	10,597 $1.35 Million
Q1 2020 May 14, 2020	SELL	$87.45 - $132.32 $1.03 Million - $1.55 Million	-11,733 Reduced 52.41%	10,654 $1.05 Million
Q4 2019 Feb 12, 2020	SELL	$117.45 - $126.06 $4.6 Million - $4.94 Million	-39,205 Reduced 63.65%	22,387 $2.81 Million
Q4 2019 Jan 31, 2020	SELL	$117.45 - $126.06 $395,571 - $424,570	-3,368 Reduced 5.18%	61,592 $6.1 Million
Q3 2019 Nov 22, 2019	BUY	$119.52 - $123.67 $196,729 - $203,560	1,646 Added 2.6%	64,960 $7.84 Million
Q1 2019 Nov 22, 2019	BUY	N/A	1,722 Added 2.8%	63,314 $7.21 Million
Q4 2018 Feb 03, 2020	BUY	N/A	61,592 New	61,592 $6.1 Million

Others Institutions Holding XLY

# of Institutions

1,454

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Private Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History