Caldwell Trust CO Select Sector Spdr Consumer Di Transaction History

Caldwell Trust CO

$1.13 Trillion
Q4 2025

A detailed history of Caldwell Trust CO transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Caldwell Trust CO holds 1,802 shares of XLY stock, worth $416,063. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,802

Previous 901 100.0%

Holding current value

$416,063

Previous $216 Million 0.34%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 30, 2026	BUY	$228.75 - $242.18 $206,103 - $218,204	901 Added 100.0%	1,802 $215 Million
Q2 2025 Sep 22, 2025	BUY	$176.34 - $218.59 $158,882 - $196,949	901 New	901 $196 Million
Q4 2024 Sep 24, 2025	SELL	$194.8 - $239.43 $77,920 - $95,772	-400 Reduced 30.75%	901 $202 Million
Q3 2024 Sep 24, 2025	BUY	$170.05 - $200.86 $38,261 - $45,193	225 Added 20.91%	1,301 $261 Million
Q1 2024 Sep 24, 2025	BUY	$170.9 - $185.02 $29,907 - $32,378	175 Added 19.42%	1,076 $198 Million

Q4 2023 Oct 01, 2025	BUY	$148.04 - $181.41 $3,701 - $4,535	25 Added 2.87%	896 $160 Million
Q3 2023 Oct 01, 2025	SELL	$158.36 - $176.97 $4,592 - $5,132	-29 Reduced 3.22%	871 $140 Million
Q2 2023 Oct 01, 2025	SELL	$143.54 - $169.81 $623,107 - $737,145	-4,341 Reduced 82.83%	900 $153 Million
Q1 2023 Oct 01, 2025	BUY	$128.39 - $156.16 $557,212 - $677,734	4,340 Added 481.69%	5,241 $784 Million
Q4 2022 Oct 01, 2025	SELL	$126.26 - $147.57 $522,968 - $611,234	-4,142 Reduced 78.03%	1,166 $151 Million
Q3 2022 Oct 01, 2025	BUY	$140.01 - $172.97 $617,024 - $762,278	4,407 Added 489.12%	5,308 $756 Million
Q2 2022 Oct 01, 2025	BUY	$134.63 - $189.39 $11,174 - $15,719	83 Added 1.62%	5,221 $718 Million
Q1 2022 Oct 01, 2025	BUY	$163.19 - $210.31 $691,436 - $891,083	4,237 Added 470.26%	5,138 $951 Million
Q4 2021 Oct 02, 2025	BUY	$179.37 - $211.42 $3,228 - $3,805	18 Added 0.46%	3,944 $806 Million
Q3 2021 Oct 02, 2025	BUY	$175.93 - $185.89 $292,395 - $308,949	1,662 Added 73.41%	3,926 $705 Million
Q2 2021 Oct 02, 2025	BUY	$166.65 - $179.87 $209,812 - $226,456	1,259 Added 125.27%	2,264 $404 Million
Q1 2021 Oct 02, 2025	BUY	$155.83 - $173.21 $16,206 - $18,013	104 Added 11.54%	1,005 $169 Million
Q4 2020 Oct 02, 2025	BUY	$142.97 - $160.78 $1,858 - $2,090	13 Added 1.44%	914 $147 Million
Q3 2020 Oct 02, 2025	SELL	$129.0 - $153.76 $3,612 - $4,305	-28 Reduced 3.07%	884 $130 Million
Q2 2020 Oct 02, 2025	SELL	$92.41 - $133.25 $7,670 - $11,059	-83 Reduced 8.34%	912 $116 Million
Q1 2020 Oct 02, 2025	BUY	$87.45 - $132.32 $8,220 - $12,438	94 Added 10.43%	995 $97.6 Million
Q4 2019 Oct 06, 2025	BUY	$117.45 - $126.06 $11,040 - $11,849	94 Added 10.43%	995 $125 Million

Others Institutions Holding XLY

# of Institutions

1,515

Shares Held

94.9M

Call Options Held

5.51M

Put Options Held

12.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Caldwell Trust CO Select Sector Spdr Consumer Di Transaction History