Wealthspire Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,265 shares of XLY stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,265

Previous 3,405 83.99%

Holding current value

$1.38 Million

Previous $621,000 102.09%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$170.05 - $200.86 $486,343 - $574,459	2,860 Added 83.99%	6,265 $1.26 Million
Q2 2024 Aug 08, 2024	BUY	$169.76 - $184.45 $79,447 - $86,322	468 Added 15.93%	3,405 $621,000
Q1 2024 May 06, 2024	BUY	$170.9 - $185.02 $72,461 - $78,448	424 Added 16.87%	2,937 $540,000
Q4 2023 Feb 06, 2024	BUY	$148.04 - $181.41 $372,024 - $455,883	2,513 New	2,513 $449,000
Q1 2022 May 09, 2022	SELL	$163.19 - $210.31 $223,080 - $287,493	-1,367 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $23,318 - $27,484	130 Added 10.51%	1,367 $279,000
Q3 2021 Nov 15, 2021	BUY	$175.93 - $185.89 $217,625 - $229,945	1,237 New	1,237 $222,000
Q2 2021 Aug 13, 2021	SELL	$166.65 - $179.87 $258,307 - $278,798	-1,550 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$155.83 - $173.21 $241,536 - $268,475	1,550 New	1,550 $261,000
Q1 2019 May 08, 2019	SELL	N/A	-48 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	48 New	48 $5,000

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

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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Wealthspire Advisors, LLC Select Sector Spdr Consumer Di Transaction History