Wealth Quarterback LLC Select Sector Spdr Consumer Di Transaction History

Wealth Quarterback LLC

$212 Million
Q4 2024

A detailed history of Wealth Quarterback LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wealth Quarterback LLC holds 2,088 shares of XLY stock, worth $478,506. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,088

Previous 2,084 0.19%

Holding current value

$478,506

Previous $417,000 12.23%

% of portfolio

0.22%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$194.8 - $239.43 $779 - $957	4 Added 0.19%	2,088 $468,000
Q3 2024 Nov 01, 2024	SELL	$170.05 - $200.86 $13,433 - $15,867	-79 Reduced 3.65%	2,084 $417,000
Q2 2024 Jul 22, 2024	BUY	$169.76 - $184.45 $848 - $922	5 Added 0.23%	2,163 $394,000
Q1 2024 May 09, 2024	SELL	$170.9 - $185.02 $98,951 - $107,126	-579 Reduced 21.15%	2,158 $396,000
Q4 2023 Feb 13, 2024	BUY	$148.04 - $181.41 $405,185 - $496,519	2,737 New	2,737 $489,000
Q3 2021 Nov 17, 2021	SELL	$175.93 - $185.89 $5,101 - $5,390	-29 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$166.65 - $179.87 $4,832 - $5,216	29 New	29 $6,000
Q1 2020 May 14, 2020	SELL	$87.45 - $132.32 $0 - $0	0 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$117.45 - $126.06 $0 - $0	0 New	0 $0

Others Institutions Holding XLY

# of Institutions

1,367

Shares Held

76.6M

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

More about XLY

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Wealth Quarterback LLC Select Sector Spdr Consumer Di Transaction History