Transform Wealth, LLC Select Sector Spdr Consumer Di Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Transform Wealth, LLC holds 30,335 shares of XLY stock, worth $7.01 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

30,335

Holding current value

$7.01 Million

% of portfolio

0.39%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$194.8 - $239.43 $5.91 Million - $7.26 Million	30,335 New	30,335 $6.81 Million
Q4 2022 Jan 12, 2023	BUY	$126.26 - $147.57 $132,194 - $154,505	1,047 Added 56.63%	2,896 $0
Q3 2022 Oct 21, 2022	SELL	$140.01 - $172.97 $34,022 - $42,031	-243 Reduced 11.62%	1,849 $263,000
Q2 2022 Jul 15, 2022	SELL	$134.63 - $189.39 $32,445 - $45,642	-241 Reduced 10.33%	2,092 $288,000
Q1 2022 Apr 25, 2022	SELL	$163.19 - $210.31 $5.8 Million - $7.48 Million	-35,547 Reduced 93.84%	2,333 $432,000
Q4 2021 Jan 26, 2022	SELL	$179.37 - $211.42 $1.45 Million - $1.71 Million	-8,079 Reduced 17.58%	37,880 $7.74 Million
Q3 2021 Oct 15, 2021	BUY	$175.93 - $185.89 $7.69 Million - $8.13 Million	43,725 Added 1957.25%	45,959 $8.25 Million
Q2 2021 Jul 20, 2021	SELL	$166.65 - $179.87 $81,325 - $87,776	-488 Reduced 17.93%	2,234 $399,000
Q1 2021 Apr 22, 2021	BUY	$155.83 - $173.21 $6,856 - $7,621	44 Added 1.64%	2,722 $457,000
Q4 2020 Jan 20, 2021	SELL	$142.97 - $160.78 $3,717 - $4,180	-26 Reduced 0.96%	2,678 $431,000
Q3 2020 Oct 21, 2020	BUY	$129.0 - $153.76 $31,089 - $37,056	241 Added 9.78%	2,704 $397,000
Q2 2020 Jul 22, 2020	BUY	$92.41 - $133.25 $227,605 - $328,194	2,463 New	2,463 $315,000
Q1 2020 Apr 30, 2020	SELL	$87.45 - $132.32 $150,151 - $227,193	-1,717 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$117.45 - $126.06 $1.01 Million - $1.08 Million	-8,605 Reduced 83.37%	1,717 $215,000
Q3 2019 Oct 24, 2019	BUY	$119.52 - $123.67 $763,732 - $790,251	6,390 Added 162.51%	10,322 $1.25 Million
Q2 2019 Jul 30, 2019	BUY	N/A	3,932 New	3,932 $468,000

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

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Transform Wealth, LLC Select Sector Spdr Consumer Di Transaction History