Wbh Advisory Inc Select Sector Spdr Consumer Di Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wbh Advisory Inc holds 76,675 shares of XLY stock, worth $17.1 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

76,675

Previous 85,181 9.99%

Holding current value

$17.1 Million

Previous $16.8 Million 0.93%

% of portfolio

1.44%

Previous 1.58%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$176.34 - $218.59 $1.5 Million - $1.86 Million	-8,506 Reduced 9.99%	76,675 $16.7 Million
Q1 2025 May 09, 2025	SELL	$192.6 - $233.2 $847,054 - $1.03 Million	-4,398 Reduced 4.91%	85,181 $16.8 Million
Q4 2024 Jan 30, 2025	BUY	$194.8 - $239.43 $786,212 - $966,339	4,036 Added 4.72%	89,579 $20.1 Million
Q3 2024 Oct 15, 2024	BUY	$170.05 - $200.86 $9,862 - $11,649	58 Added 0.07%	85,543 $17.1 Million
Q2 2024 Jul 11, 2024	BUY	$169.76 - $184.45 $248,698 - $270,219	1,465 Added 1.74%	85,485 $15.6 Million
Q1 2024 Apr 16, 2024	BUY	$170.9 - $185.02 $1.12 Million - $1.21 Million	6,555 Added 8.46%	84,020 $15.5 Million
Q4 2023 Jan 09, 2024	BUY	$148.04 - $181.41 $135,900 - $166,534	918 Added 1.2%	77,465 $13.9 Million
Q3 2023 Oct 10, 2023	BUY	$158.36 - $176.97 $736,374 - $822,910	4,650 Added 6.47%	76,547 $12.3 Million
Q2 2023 Jul 12, 2023	SELL	$143.54 - $169.81 $131,482 - $155,545	-916 Reduced 1.26%	71,897 $12.2 Million
Q1 2023 Apr 20, 2023	SELL	$128.39 - $156.16 $666,986 - $811,251	-5,195 Reduced 6.66%	72,813 $10.9 Million
Q3 2022 Oct 18, 2022	BUY	$140.01 - $172.97 $382,647 - $472,727	2,733 Added 3.63%	78,008 $11.1 Million
Q2 2022 Jul 12, 2022	SELL	$134.63 - $189.39 $2.33 Million - $3.28 Million	-17,302 Reduced 18.69%	75,275 $10.7 Million
Q1 2022 Apr 29, 2022	SELL	$163.19 - $210.31 $1.17 Million - $1.51 Million	-7,163 Reduced 7.18%	92,577 $0
Q4 2021 Jan 28, 2022	BUY	$179.37 - $211.42 $1.8 Million - $2.12 Million	10,014 Added 11.16%	99,740 $20.4 Million
Q3 2021 Oct 25, 2021	BUY	$175.93 - $185.89 $3.92 Million - $4.15 Million	22,307 Added 33.09%	89,726 $16.1 Million
Q2 2021 Jul 27, 2021	BUY	$166.65 - $179.87 $855,247 - $923,092	5,132 Added 8.24%	67,419 $12.4 Million
Q1 2021 Apr 19, 2021	BUY	$155.83 - $173.21 $355,448 - $395,092	2,281 Added 3.8%	62,287 $10.5 Million
Q4 2020 Jan 21, 2021	BUY	$142.97 - $160.78 $697,407 - $784,284	4,878 Added 8.85%	60,006 $10.2 Million
Q3 2020 Oct 27, 2020	BUY	$129.0 - $153.76 $524,901 - $625,649	4,069 Added 7.97%	55,128 $8.1 Million
Q2 2020 Aug 05, 2020	SELL	$92.41 - $133.25 $498,921 - $719,416	-5,399 Reduced 9.56%	51,059 $6.52 Million
Q1 2020 May 07, 2020	SELL	$87.45 - $132.32 $155,748 - $235,661	-1,781 Reduced 3.06%	56,458 $5.54 Million
Q4 2019 Jan 27, 2020	BUY	$117.45 - $126.06 $429,044 - $460,497	3,653 Added 6.69%	58,239 $7.3 Million
Q3 2019 Oct 25, 2019	SELL	$119.52 - $123.67 $53,903 - $55,775	-451 Reduced 0.82%	54,586 $6.59 Million
Q2 2019 Aug 02, 2019	BUY	N/A	8 Added 0.01%	55,037 $6.56 Million
Q1 2019 Apr 22, 2019	BUY	N/A	940 Added 1.74%	55,029 $6.27 Million
Q4 2018 Jan 29, 2019	BUY	N/A	767 Added 1.44%	54,089 $5.36 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-2,326 Reduced 4.18%	53,322 $6.25 Million
Q2 2018 Jul 31, 2018	BUY	N/A	318 Added 0.57%	55,648 $6.08 Million
Q1 2018 Apr 30, 2018	BUY	N/A	314 Added 0.57%	55,330 $5.6 Million
Q4 2017 Jan 31, 2018	BUY	N/A	110 Added 0.2%	55,016 $5.43 Million
Q3 2017 Nov 29, 2017	BUY	N/A	54,906	54,906 $4.95 Million

Others Institutions Holding XLY

# of Institutions

1,434

Shares Held

115M

Call Options Held

6.96M

Put Options Held

16M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account