Wealth Enhancement Advisory Services, LLC Select Sector Spdr Consumer Di Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 59,386 shares of XLY stock, worth $11.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

59,386

Previous 51,595 15.1%

Holding current value

$11.7 Million

Previous $11.6 Million 15.1%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$194.8 - $239.43 $1.52 Million - $1.87 Million	7,791 Added 15.1%	59,386 $13.3 Million
Q4 2024 Jan 10, 2025	BUY	$194.8 - $239.43 $2.77 Million - $3.41 Million	14,225 Added 38.07%	51,595 $11.6 Million
Q3 2024 Oct 23, 2024	SELL	$170.05 - $200.86 $997,343 - $1.18 Million	-5,865 Reduced 13.57%	37,370 $7.49 Million
Q2 2024 Jul 16, 2024	SELL	$169.76 - $184.45 $608,589 - $661,253	-3,585 Reduced 7.66%	43,235 $7.89 Million
Q1 2024 Apr 15, 2024	SELL	$170.9 - $185.02 $447,587 - $484,567	-2,619 Reduced 5.3%	46,820 $8.61 Million
Q4 2023 Jan 30, 2024	SELL	$148.04 - $181.41 $303,185 - $371,527	-2,048 Reduced 3.98%	49,439 $8.84 Million
Q3 2023 Nov 13, 2023	BUY	$158.36 - $176.97 $7.44 Million - $8.31 Million	46,967 Added 1039.09%	51,487 $8.29 Million
Q2 2023 Jul 21, 2023	SELL	$143.54 - $169.81 $433,921 - $513,335	-3,023 Reduced 40.08%	4,520 $767,000
Q1 2023 Apr 25, 2023	BUY	$128.39 - $156.16 $14,122 - $17,177	110 Added 1.48%	7,543 $1.13 Million
Q4 2022 Feb 01, 2023	BUY	$126.26 - $147.57 $26,514 - $30,989	210 Added 2.91%	7,433 $960,000
Q3 2022 Oct 17, 2022	BUY	$140.01 - $172.97 $79,525 - $98,246	568 Added 8.53%	7,223 $1.02 Million
Q2 2022 Jul 18, 2022	BUY	$134.63 - $189.39 $285,415 - $401,506	2,120 Added 46.75%	6,655 $974,000
Q1 2022 Apr 18, 2022	SELL	$163.19 - $210.31 $197,786 - $254,895	-1,212 Reduced 21.09%	4,535 $859,000
Q4 2021 Feb 08, 2022	BUY	$179.37 - $211.42 $74,617 - $87,950	416 Added 7.8%	5,747 $1.05 Million
Q3 2021 Nov 03, 2021	BUY	$175.93 - $185.89 $207,421 - $219,164	1,179 Added 28.4%	5,331 $1.05 Million
Q2 2021 Aug 10, 2021	BUY	$166.65 - $179.87 $9,999 - $10,792	60 Added 1.47%	4,152 $748,000
Q1 2021 May 12, 2021	BUY	$155.83 - $173.21 $637,656 - $708,775	4,092 New	4,092 $712,000

Others Institutions Holding XLY

# of Institutions

1,461

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Select Sector Spdr Consumer Di Transaction History