Accurate Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 36,145 shares of XLY stock, worth $7.79 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

36,145

Previous 1,744 1972.53%

Holding current value

$7.79 Million

Previous $349,000 2223.5%

% of portfolio

1.67%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$194.8 - $239.43 $6.7 Million - $8.24 Million	34,401 Added 1972.53%	36,145 $8.11 Million
Q3 2024 Oct 17, 2024	BUY	$170.05 - $200.86 $68,360 - $80,745	402 Added 29.96%	1,744 $349,000
Q2 2024 Jul 17, 2024	BUY	$169.76 - $184.45 $227,817 - $247,531	1,342 New	1,342 $244,000
Q2 2023 Jul 24, 2023	SELL	$143.54 - $169.81 $765,642 - $905,766	-5,334 Reduced 10.31%	46,383 $7.88 Million
Q1 2023 Apr 13, 2023	BUY	$128.39 - $156.16 $6.56 Million - $7.98 Million	51,082 Added 8044.41%	51,717 $7.73 Million
Q4 2022 Jan 11, 2023	BUY	$126.26 - $147.57 $80,175 - $93,706	635 New	635 $0
Q1 2022 May 10, 2022	SELL	$163.19 - $210.31 $183,099 - $235,967	-1,122 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$179.37 - $211.42 $3,946 - $4,651	-22 Reduced 1.92%	1,122 $218,000
Q3 2021 Oct 22, 2021	BUY	$175.93 - $185.89 $1,231 - $1,301	7 Added 0.62%	1,144 $209,000
Q2 2021 Aug 25, 2021	BUY	$166.65 - $179.87 $189,481 - $204,512	1,137 New	1,137 $203,000

Others Institutions Holding XLY

# of Institutions

1,451

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Accurate Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History