Simplicity Wealth,Llc Select Sector Spdr Consumer Di Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,239 shares of XLY stock, worth $998,496. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,239

Previous 6,486 34.64%

Holding current value

$998,496

Previous $1.18 Million 28.23%

% of portfolio

0.08%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$170.05 - $200.86 $382,102 - $451,332	-2,247 Reduced 34.64%	4,239 $849,000
Q2 2024 Jul 10, 2024	SELL	$169.76 - $184.45 $3.5 Million - $3.81 Million	-20,632 Reduced 76.08%	6,486 $1.18 Million
Q1 2024 Apr 24, 2024	BUY	$170.9 - $185.02 $4.2 Million - $4.55 Million	24,594 Added 974.41%	27,118 $4.99 Million
Q4 2023 Jan 29, 2024	BUY	$148.04 - $181.41 $373,652 - $457,878	2,524 New	2,524 $451,000
Q3 2022 Oct 12, 2022	BUY	$140.01 - $172.97 $3,780 - $4,670	27 Added 0.41%	6,649 $947,000
Q2 2022 Jul 19, 2022	SELL	$134.63 - $189.39 $712,731 - $1 Million	-5,294 Reduced 44.43%	6,622 $910,000
Q1 2022 May 20, 2022	SELL	$163.19 - $210.31 $2.57 Million - $3.31 Million	-15,719 Reduced 56.88%	11,916 $2.2 Million
Q4 2021 Feb 25, 2022	BUY	$179.37 - $211.42 $4.96 Million - $5.84 Million	27,635 New	27,635 $5.65 Million

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Simplicity Wealth,Llc Select Sector Spdr Consumer Di Transaction History