Warren Averett Asset Management, LLC Select Sector Spdr Consumer Di Transaction History

Warren Averett Asset Management, LLC

  • $4.21 Billion
  • Q1 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,881 shares of XLY stock, worth $3.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,881
Previous 1,189 1403.87%
Holding current value
$3.4 Million
Previous $212,000 1450.94%
% of portfolio
0.08%
Previous 0.01%

Shares

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

May 15, 2024
BUY
$170.9 - $185.02 $2.85 Million - $3.09 Million
16,692 Added 1403.87%
17,881 $3.29 Million
Q4 2023

Feb 14, 2024
BUY
$148.04 - $181.41 $176,019 - $215,696
1,189 New
1,189 $212,000

Others Institutions Holding XLY

# of Institutions
1,271
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 Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email