Sea Crest Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 1,926 shares of XLY stock, worth $415,938. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,926
Previous 1,750 10.06%
Holding current value
$415,938
Previous $350,000 23.43%
% of portfolio
0.05%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$194.8 - $239.43 $34,284 - $42,139
176 Added 10.06%
1,926 $432,000
Q3 2024

Oct 16, 2024
SELL
$170.05 - $200.86 $8,502 - $10,043
-50 Reduced 2.78%
1,750 $350,000
Q2 2024

Jul 19, 2024
BUY
$169.76 - $184.45 $69,431 - $75,440
409 Added 29.4%
1,800 $328,000
Q1 2024

Apr 18, 2024
SELL
$170.9 - $185.02 $52,979 - $57,356
-310 Reduced 18.22%
1,391 $255,000
Q4 2023

Jan 18, 2024
SELL
$148.04 - $181.41 $11,695 - $14,331
-79 Reduced 4.44%
1,701 $304,000
Q3 2023

Oct 12, 2023
BUY
$158.36 - $176.97 $7,918 - $8,848
50 Added 2.89%
1,780 $286,000
Q2 2023

Jul 14, 2023
BUY
$143.54 - $169.81 $55,406 - $65,546
386 Added 28.72%
1,730 $293,000
Q1 2023

May 11, 2023
BUY
$128.39 - $156.16 $172,556 - $209,879
1,344 New
1,344 $200,000
Q3 2022

Nov 14, 2022
BUY
$140.01 - $172.97 $77,425 - $95,652
553 Added 55.58%
1,548 $220,000
Q2 2022

Aug 09, 2022
BUY
$134.63 - $189.39 $133,956 - $188,443
995 New
995 $137,000
Q1 2021

May 17, 2021
SELL
$155.83 - $173.21 $229,070 - $254,618
-1,470 Closed
0 $0
Q4 2020

Feb 09, 2021
SELL
$142.97 - $160.78 $145,114 - $163,191
-1,015 Reduced 40.85%
1,470 $236,000
Q3 2020

Nov 12, 2020
BUY
$129.0 - $153.76 $320,565 - $382,093
2,485 New
2,485 $365,000
Q2 2019

Jul 19, 2019
SELL
N/A
-524 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
1 Added 0.19%
524 $52,000
Q3 2018

Nov 14, 2018
SELL
N/A
-10 Reduced 1.88%
523 $61,000
Q1 2018

Apr 20, 2018
BUY
N/A
1 Added 0.19%
533 $54,000
Q4 2017

Feb 02, 2018
BUY
N/A
532
532 $53,000

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

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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