Soa Wealth Advisors, Llc. Select Sector Spdr Consumer Di Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 147 shares of XLY stock, worth $33,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares

147

Previous 140 5.0%

Holding current value

$33,948

Previous $28,000 14.29%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$194.8 - $239.43 $1,363 - $1,676	7 Added 5.0%	147 $32,000
Q4 2023 Jan 10, 2024	SELL	$148.04 - $181.41 $1,184 - $1,451	-8 Reduced 5.41%	140 $25,000
Q3 2023 Oct 10, 2023	SELL	$158.36 - $176.97 $7,918 - $8,848	-50 Reduced 25.25%	148 $23,000
Q3 2022 Oct 07, 2022	BUY	$140.01 - $172.97 $8,120 - $10,032	58 Added 41.43%	198 $28,000
Q4 2020 Mar 10, 2021	BUY	$142.97 - $160.78 $20,015 - $22,509	140 New	140 $23,000

Others Institutions Holding XLY

# of Institutions

1,341

Shares Held

76.7M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Soa Wealth Advisors, Llc. Select Sector Spdr Consumer Di Transaction History