A detailed history of Live Oak Investment Partners transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Live Oak Investment Partners holds 641 shares of XLY stock, worth $128,347. This represents 0.1% of its overall portfolio holdings.

Number of Shares
641
Previous 5,796 88.94%
Holding current value
$128,347
Previous $1.04 Million 88.8%
% of portfolio
0.1%
Previous 0.95%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$169.76 - $184.45 $875,112 - $950,839
-5,155 Reduced 88.94%
641 $116,000
Q4 2023

Feb 14, 2024

BUY
$148.04 - $181.41 $40,711 - $49,887
275 Added 4.98%
5,796 $1.04 Million
Q3 2023

Oct 31, 2023

SELL
$158.36 - $176.97 $8,709 - $9,733
-55 Reduced 0.99%
5,521 $888,000
Q2 2023

Jul 13, 2023

SELL
$143.54 - $169.81 $69,903 - $82,697
-487 Reduced 8.03%
5,576 $946,000
Q1 2023

May 03, 2023

SELL
$128.39 - $156.16 $10,527 - $12,805
-82 Reduced 1.33%
6,063 $906,000
Q4 2022

Feb 15, 2023

BUY
$126.26 - $147.57 $775,867 - $906,817
6,145 New
6,145 $793,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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