Summit Trail Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Summit Trail Advisors, LLC

  • $3.71 Billion
  • Q1 2024

A detailed history of Summit Trail Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 12,557 shares of XLY stock, worth $2.29 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,557
Previous 12,557 -0.0%
Holding current value
$2.29 Million
Previous $2.25 Million 2.85%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$148.04 - $181.41 $77,869 - $95,421
-526 Reduced 4.02%
12,557 $2.25 Million
Q3 2023

Oct 30, 2023
BUY
$158.36 - $176.97 $1.08 Million - $1.21 Million
6,829 Added 109.19%
13,083 $2.11 Million
Q1 2023

May 04, 2023
BUY
$128.39 - $156.16 $802,951 - $976,624
6,254 New
6,254 $935,000

Others Institutions Holding XLY

# of Institutions
1,265
Shares Held
82.5M
Call Options Held
9.96M
Put Options Held
13.9M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email