Wealthpoint, LLC Select Sector Spdr Consumer Di Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wealthpoint, LLC holds 51,941 shares of XLY stock, worth $11.3 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

51,941

Previous 54,714 5.07%

Holding current value

$11.3 Million

Previous $9.29 Million 10.0%

% of portfolio

3.38%

Previous 3.41%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$158.36 - $176.97 $439,132 - $490,737	-2,773 Reduced 5.07%	51,941 $8.36 Million
Q2 2023 Jul 24, 2023	SELL	$143.54 - $169.81 $114,832 - $135,848	-800 Reduced 1.44%	54,714 $9.29 Million
Q1 2023 Apr 20, 2023	BUY	$128.39 - $156.16 $63,296 - $76,986	493 Added 0.9%	55,514 $8.3 Million
Q4 2022 Jan 24, 2023	SELL	$126.26 - $147.57 $288,882 - $337,640	-2,288 Reduced 3.99%	55,021 $0
Q3 2022 Oct 18, 2022	SELL	$140.01 - $172.97 $344,004 - $424,987	-2,457 Reduced 4.11%	57,309 $8.16 Million
Q2 2022 Jul 18, 2022	SELL	$134.63 - $189.39 $137,726 - $193,745	-1,023 Reduced 1.68%	59,766 $8.22 Million
Q1 2022 Apr 27, 2022	SELL	$163.19 - $210.31 $260,451 - $335,654	-1,596 Reduced 2.56%	60,789 $11.2 Million
Q4 2021 Feb 11, 2022	SELL	$179.37 - $211.42 $68,160 - $80,339	-380 Reduced 0.61%	62,385 $12.8 Million
Q3 2021 Nov 01, 2021	BUY	$175.93 - $185.89 $585,495 - $618,641	3,328 Added 5.6%	62,765 $11.3 Million
Q2 2021 Jul 26, 2021	BUY	$166.65 - $179.87 $562,277 - $606,881	3,374 Added 6.02%	59,437 $10.6 Million
Q1 2021 Apr 27, 2021	BUY	$155.83 - $173.21 $391,289 - $434,930	2,511 Added 4.69%	56,063 $9.42 Million
Q4 2020 Feb 08, 2021	BUY	$142.97 - $160.78 $446,352 - $501,955	3,122 Added 6.19%	53,552 $8.61 Million
Q3 2020 Nov 09, 2020	BUY	$129.0 - $153.76 $415,896 - $495,722	3,224 Added 6.83%	50,430 $7.41 Million
Q2 2020 Aug 06, 2020	BUY	$92.41 - $133.25 $250,246 - $360,841	2,708 Added 6.09%	47,206 $6.03 Million
Q1 2020 Apr 16, 2020	SELL	$87.45 - $132.32 $115,608 - $174,927	-1,322 Reduced 2.89%	44,498 $4.36 Million
Q4 2019 Jan 31, 2020	BUY	$117.45 - $126.06 $1 Million - $1.08 Million	8,547 Added 22.93%	45,820 $5.75 Million
Q3 2019 Nov 14, 2019	BUY	$119.52 - $123.67 $461,108 - $477,118	3,858 Added 11.55%	37,273 $4.5 Million
Q2 2019 Aug 08, 2019	BUY	N/A	31,847 Added 2031.06%	33,415 $3.98 Million
Q1 2019 May 16, 2019	SELL	N/A	-509 Reduced 24.51%	1,568 $1.79 Million
Q4 2018 Feb 15, 2019	BUY	N/A	2,077 New	2,077 $205,000

Others Institutions Holding XLY

# of Institutions

1,294

Shares Held

76.7M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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