Adviser Investments LLC Select Sector Spdr Consumer Di Transaction History

Adviser Investments LLC

$8.03 Billion
Q4 2024

A detailed history of Adviser Investments LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Adviser Investments LLC holds 6,036 shares of XLY stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,036

Previous 5,523 9.29%

Holding current value

$1.3 Million

Previous $1.11 Million 22.42%

% of portfolio

0.02%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$194.8 - $239.43 $99,932 - $122,827	513 Added 9.29%	6,036 $1.35 Million
Q2 2024 Aug 12, 2024	SELL	$169.76 - $184.45 $2,546 - $2,766	-15 Reduced 0.27%	5,523 $1.01 Million
Q1 2024 Apr 29, 2024	BUY	$170.9 - $185.02 $14,184 - $15,356	83 Added 1.52%	5,538 $1.02 Million
Q4 2023 Feb 01, 2024	BUY	$148.04 - $181.41 $807,558 - $989,591	5,455 New	5,455 $975,000
Q1 2019 May 07, 2019	SELL	N/A	-34,574 Closed	0 $0
Q4 2018 Jan 25, 2019	SELL	N/A	-38,634 Reduced 52.77%	34,574 $3.42 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-8,871 Reduced 10.81%	73,208 $8.58 Million
Q2 2018 Aug 02, 2018	BUY	N/A	27,914 Added 51.54%	82,079 $8.97 Million
Q1 2018 May 14, 2018	BUY	N/A	54,165 New	54,165 $5.49 Million
Q3 2017 Oct 23, 2017	SELL	N/A	-109,967 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	109,967	109,967 $9.86 Million

Others Institutions Holding XLY

# of Institutions

1,454

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

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Adviser Investments LLC Select Sector Spdr Consumer Di Transaction History