Silver Oak Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Silver Oak Wealth Management LLC

  • $593 Billion
  • Q3 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 887 shares of XLY stock, worth $204,799. This represents 0.04% of its overall portfolio holdings.

Number of Shares
887
Previous 1,109 20.02%
Holding current value
$204,799
Previous $241 Million 11.81%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$216.09 - $242.18 $47,971 - $53,763
-222 Reduced 20.02%
887 $213 Million
Q2 2025

Jul 29, 2025
BUY
$176.34 - $218.59 $195,561 - $242,416
1,109 New
1,109 $241 Million
Q4 2024

Jan 31, 2025
BUY
$194.8 - $239.43 $176,099 - $216,444
904 New
904 $203 Million
Q4 2023

Feb 14, 2024
BUY
$148.04 - $181.41 $173,947 - $213,156
1,175 New
1,175 $210 Million

Others Institutions Holding XLY

# of Institutions
1,502
Shares Held
88.1M
Call Options Held
5.19M
Put Options Held
12.7M
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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