Wellspring Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Wellspring Financial Advisors, LLC

$838 Billion
Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 117,049 shares of XLY stock, worth $26.9 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

117,049

Previous 122,528 4.47%

Holding current value

$26.9 Million

Previous $22.3 Billion 4.94%

% of portfolio

2.8%

Previous 3.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$170.05 - $200.86 $931,703 - $1.1 Million	-5,479 Reduced 4.47%	117,049 $23.5 Billion
Q2 2024 Aug 12, 2024	BUY	$169.76 - $184.45 $2.55 Million - $2.77 Million	14,992 Added 13.94%	122,528 $22.3 Billion
Q1 2024 May 01, 2024	BUY	$170.9 - $185.02 $7.49 Million - $8.11 Million	43,838 Added 68.82%	107,536 $19.8 Billion
Q4 2023 Feb 13, 2024	BUY	$148.04 - $181.41 $9.43 Million - $11.6 Million	63,698 New	63,698 $11.4 Billion

Others Institutions Holding XLY

# of Institutions

1,297

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

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Wellspring Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History