A detailed history of United Capital Financial Advisers, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 7,040 shares of XLY stock, worth $1.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,040
Previous 4,754 48.09%
Holding current value
$1.32 Million
Previous $850,000 52.24%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$170.9 - $185.02 $390,677 - $422,955
2,286 Added 48.09%
7,040 $1.29 Million
Q4 2023

Feb 14, 2024

SELL
$148.04 - $181.41 $2.99 Million - $3.66 Million
-20,168 Reduced 80.92%
4,754 $850,000
Q3 2023

Nov 14, 2023

SELL
$158.36 - $176.97 $38,164 - $42,649
-241 Reduced 0.96%
24,922 $4.01 Million
Q2 2023

Aug 14, 2023

BUY
$143.54 - $169.81 $306,457 - $362,544
2,135 Added 9.27%
25,163 $4.27 Million
Q1 2023

Aug 14, 2023

SELL
$128.39 - $156.16 $274,112 - $333,401
-2,135 Reduced 8.48%
23,028 $3.44 Million
Q1 2023

May 15, 2023

BUY
$128.39 - $156.16 $40,571 - $49,346
316 Added 1.39%
23,028 $3.44 Million
Q4 2022

Feb 14, 2023

BUY
$126.26 - $146.17 $46,337 - $53,644
367 Added 1.64%
22,712 $2.93 Million
Q3 2022

Nov 14, 2022

BUY
N/A
370 Added 1.68%
22,345 $3.18 Million
Q2 2022

Aug 11, 2022

BUY
N/A
2,262 Added 11.47%
21,975 $3.02 Million
Q1 2022

May 16, 2022

SELL
N/A
-269 Reduced 1.35%
19,713 $3.65 Million
Q4 2021

Feb 14, 2022

BUY
N/A
1,624 Added 8.85%
19,982 $4.09 Million
Q3 2021

Nov 15, 2021

BUY
N/A
2,517 Added 15.89%
18,358 $3.29 Million
Q2 2021

Aug 13, 2021

BUY
N/A
419 Added 2.72%
15,841 $2.83 Million
Q1 2021

May 14, 2021

SELL
N/A
-18,690 Reduced 54.79%
15,422 $2.59 Million
Q4 2020

Feb 17, 2021

SELL
N/A
-61,907 Reduced 64.47%
34,112 $5.49 Million
Q3 2020

Nov 13, 2020

SELL
N/A
-65,078 Reduced 40.4%
96,019 $14.1 Million
Q2 2020

Aug 13, 2020

BUY
N/A
63,384 Added 64.87%
161,097 $20.6 Million
Q1 2020

May 15, 2020

SELL
N/A
-199,568 Reduced 67.13%
97,713 $9.58 Million
Q4 2019

Feb 14, 2020

SELL
N/A
-90,085 Reduced 23.26%
297,281 $37.3 Million
Q3 2019

Nov 14, 2019

SELL
N/A
-24,093 Reduced 5.86%
387,366 $46.8 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-36,573 Reduced 8.16%
411,459 $49 Million
Q1 2019

May 14, 2019

BUY
N/A
182,415 Added 68.68%
448,032 $51 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-171,991 Reduced 39.3%
265,617 $26.3 Million
Q3 2018

Nov 14, 2018

BUY
N/A
350,677 Added 403.4%
437,608 $51.3 Million
Q2 2018

Aug 14, 2018

BUY
N/A
4,716 Added 5.74%
86,931 $9.5 Million
Q1 2018

May 15, 2018

BUY
N/A
59,704 Added 265.22%
82,215 $8.33 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-941 Reduced 4.01%
22,511 $2.22 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-65,093 Reduced 73.51%
23,452 $2.11 Million
Q2 2017

Aug 14, 2017

BUY
N/A
88,545
88,545 $7.94 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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