Strategic Wealth Investment Group, LLC Select Sector Spdr Consumer Di Transaction History

Strategic Wealth Investment Group, LLC

$876 Million
Q3 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 1,725 shares of XLY stock, worth $381,449. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,725

Previous 8,212 78.99%

Holding current value

$381,449

Previous $1.5 Million 76.95%

% of portfolio

0.04%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$170.05 - $200.86 $1.1 Million - $1.3 Million	-6,487 Reduced 78.99%	1,725 $345,000
Q2 2024 Aug 13, 2024	SELL	$169.76 - $184.45 $9.41 Million - $10.2 Million	-55,409 Reduced 87.09%	8,212 $1.5 Million
Q4 2023 Jan 16, 2024	BUY	$148.04 - $181.41 $545,527 - $668,495	3,685 Added 6.15%	63,621 $11.4 Million
Q3 2023 Nov 03, 2023	BUY	$158.36 - $176.97 $277,605 - $310,228	1,753 Added 3.01%	59,936 $9.65 Million
Q2 2023 Jul 17, 2023	BUY	$143.54 - $169.81 $2.11 Million - $2.5 Million	14,731 Added 33.9%	58,183 $9.88 Million
Q1 2023 Apr 24, 2023	BUY	$128.39 - $156.16 $1.03 Million - $1.25 Million	8,022 Added 22.64%	43,452 $6.5 Million
Q1 2023 Apr 20, 2023	SELL	$128.39 - $156.16 $330,861 - $402,424	-2,577 Reduced 6.78%	35,430 $5.3 Million
Q4 2022 Jan 27, 2023	BUY	$126.26 - $147.57 $905,662 - $1.06 Million	7,173 Added 23.26%	38,007 $0
Q3 2022 Oct 21, 2022	BUY	$140.01 - $172.97 $751,573 - $928,502	5,368 Added 21.08%	30,834 $4.39 Million
Q2 2022 Aug 08, 2022	BUY	$134.63 - $189.39 $1.31 Million - $1.84 Million	9,698 Added 61.5%	25,466 $3.5 Million
Q4 2020 Jan 15, 2021	BUY	$142.97 - $160.78 $2.25 Million - $2.54 Million	15,768 New	15,768 $2.54 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

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Strategic Wealth Investment Group, LLC Select Sector Spdr Consumer Di Transaction History