Sequoia Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,731 shares of XLY stock, worth $735,156. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,731

Previous 3,213 16.12%

Holding current value

$735,156

Previous $643,000 30.17%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$194.8 - $239.43 $100,906 - $124,024	518 Added 16.12%	3,731 $837,000
Q3 2024 Oct 21, 2024	BUY	$170.05 - $200.86 $10,203 - $12,051	60 Added 1.9%	3,213 $643,000
Q2 2024 Jul 15, 2024	BUY	$169.76 - $184.45 $14,090 - $15,309	83 Added 2.7%	3,153 $575,000
Q1 2024 Apr 30, 2024	SELL	$170.9 - $185.02 $105,103 - $113,787	-615 Reduced 16.69%	3,070 $564,000
Q4 2023 Jan 25, 2024	BUY	$148.04 - $181.41 $235,827 - $288,986	1,593 Added 76.15%	3,685 $658,000
Q3 2023 Nov 08, 2023	BUY	$158.36 - $176.97 $6,492 - $7,255	41 Added 2.0%	2,092 $336,000
Q2 2023 Aug 08, 2023	BUY	$143.54 - $169.81 $294,400 - $348,280	2,051 New	2,051 $348,000
Q3 2022 Oct 26, 2022	SELL	$140.01 - $172.97 $60,904 - $75,241	-435 Reduced 17.91%	1,994 $284,000
Q2 2022 Jul 22, 2022	SELL	$134.63 - $189.39 $10,905 - $15,340	-81 Reduced 3.23%	2,429 $334,000
Q1 2022 May 13, 2022	BUY	$163.19 - $210.31 $50,262 - $64,775	308 Added 13.99%	2,510 $464,000
Q4 2021 Feb 11, 2022	BUY	$179.37 - $211.42 $131,298 - $154,759	732 Added 49.8%	2,202 $450,000
Q3 2021 Oct 26, 2021	SELL	$175.93 - $185.89 $116,465 - $123,059	-662 Reduced 31.05%	1,470 $264,000
Q2 2021 Jul 27, 2021	BUY	$166.65 - $179.87 $18,664 - $20,145	112 Added 5.54%	2,132 $381,000
Q1 2021 May 14, 2021	BUY	$155.83 - $173.21 $314,776 - $349,884	2,020 New	2,020 $340,000
Q2 2018 Aug 14, 2018	SELL	N/A	-3,556 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	184 Added 5.46%	3,556 $360,000
Q4 2017 Feb 13, 2018	BUY	N/A	3,372	3,372 $333,000

Others Institutions Holding XLY

# of Institutions

1,463

Shares Held

82.4M

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

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Sequoia Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History