Regent Peak Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

Regent Peak Wealth Advisors LLC

$428 Million
Q1 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,223 shares of XLY stock, worth $470,497. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,223

Previous 2,223 -0.0%

Holding current value

$470,497

Previous $498,000 12.05%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$169.76 - $184.45 $14,090 - $15,309	-83 Reduced 3.6%	2,223 $405,000
Q1 2024 May 01, 2024	BUY	$170.9 - $185.02 $2,050 - $2,220	12 Added 0.52%	2,306 $424,000
Q4 2023 Jan 23, 2024	SELL	$148.04 - $181.41 $40,266 - $49,343	-272 Reduced 10.6%	2,294 $410,000
Q3 2023 Nov 03, 2023	BUY	$158.36 - $176.97 $32,938 - $36,809	208 Added 8.82%	2,566 $413,000
Q2 2023 Jul 19, 2023	SELL	$143.54 - $169.81 $31,291 - $37,018	-218 Reduced 8.46%	2,358 $400,000
Q2 2022 Aug 11, 2022	SELL	$134.63 - $189.39 $2,961 - $4,166	-22 Reduced 0.85%	2,576 $354,000
Q1 2021 Apr 28, 2021	BUY	$155.83 - $173.21 $3,428 - $3,810	22 Added 0.85%	2,598 $436,000
Q3 2020 Nov 04, 2020	SELL	$129.0 - $153.76 $5,160 - $6,150	-40 Reduced 1.53%	2,576 $379,000
Q1 2020 Apr 27, 2020	BUY	$87.45 - $132.32 $3,498 - $5,292	40 Added 1.55%	2,616 $256,000
Q4 2019 Feb 14, 2020	BUY	$117.45 - $126.06 $302,551 - $324,730	2,576 New	2,576 $323,000

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Account

Regent Peak Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History