A detailed history of Strategies Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,209 shares of XLY stock, worth $229,564. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,187 1.85%
Holding current value
$229,564
Previous $212 Million 4.74%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$170.9 - $185.02 $3,759 - $4,070
22 Added 1.85%
1,209 $222 Million
Q4 2023

Jan 22, 2024

BUY
$148.04 - $181.41 $175,723 - $215,333
1,187 New
1,187 $212 Million
Q4 2022

Jun 27, 2023

SELL
$126.26 - $146.17 $184,213 - $213,262
-1,459 Closed
0 $0
Q2 2022

Jun 27, 2023

SELL
N/A
-362 Reduced 19.88%
1,459 $201 Million
Q1 2022

Jun 27, 2023

BUY
N/A
1,821 New
1,821 $337 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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