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

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 8,131 shares of XLY stock, worth $1.89 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

8,131

Previous 8,154 0.28%

Holding current value

$1.89 Million

Previous $1.63 Million 11.7%

% of portfolio

0.62%

Previous 0.57%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$194.8 - $239.43 $4,480 - $5,506	-23 Reduced 0.28%	8,131 $1.82 Million
Q3 2024 Oct 15, 2024	SELL	$170.05 - $200.86 $74,481 - $87,976	-438 Reduced 5.1%	8,154 $1.63 Million
Q2 2024 Jul 17, 2024	SELL	$169.76 - $184.45 $455,805 - $495,248	-2,685 Reduced 23.81%	8,592 $1.57 Million
Q1 2024 Apr 17, 2024	SELL	$170.9 - $185.02 $158,595 - $171,698	-928 Reduced 7.6%	11,277 $2.07 Million
Q4 2023 Jan 17, 2024	SELL	$148.04 - $181.41 $280,239 - $343,409	-1,893 Reduced 13.43%	12,205 $2.18 Million
Q3 2023 Nov 15, 2023	SELL	$158.36 - $176.97 $45,924 - $51,321	-290 Reduced 2.02%	14,098 $2.27 Million
Q2 2023 Jul 20, 2023	SELL	$143.54 - $169.81 $230,668 - $272,884	-1,607 Reduced 10.05%	14,388 $2.44 Million
Q1 2023 Apr 17, 2023	SELL	$128.39 - $156.16 $2.01 Million - $2.45 Million	-15,665 Reduced 49.48%	15,995 $2.39 Million
Q4 2022 Jan 31, 2023	BUY	$126.26 - $147.57 $217,040 - $253,672	1,719 Added 5.74%	31,660 $4.09 Million
Q2 2022 Jul 13, 2022	BUY	$134.63 - $189.39 $66,911 - $94,126	497 Added 1.69%	29,941 $4.12 Million
Q1 2022 Apr 15, 2022	BUY	$163.19 - $210.31 $190,932 - $246,062	1,170 Added 4.14%	29,444 $5.45 Million
Q4 2021 Jan 26, 2022	BUY	$179.37 - $211.42 $69,774 - $82,242	389 Added 1.4%	28,274 $5.78 Million
Q3 2021 Oct 18, 2021	SELL	$175.93 - $185.89 $189,476 - $200,203	-1,077 Reduced 3.72%	27,885 $5 Million
Q2 2021 Jul 21, 2021	BUY	$166.65 - $179.87 $20,997 - $22,663	126 Added 0.44%	28,962 $5.17 Million
Q1 2021 Apr 15, 2021	SELL	$155.83 - $173.21 $2.07 Million - $2.3 Million	-13,306 Reduced 31.57%	28,836 $4.85 Million
Q4 2020 Jan 20, 2021	BUY	$142.97 - $160.78 $249,911 - $281,043	1,748 Added 4.33%	42,142 $6.78 Million
Q3 2020 Oct 21, 2020	SELL	$129.0 - $153.76 $91,719 - $109,323	-711 Reduced 1.73%	40,394 $5.94 Million
Q2 2020 Jul 15, 2020	SELL	$92.41 - $133.25 $116,806 - $168,428	-1,264 Reduced 2.98%	41,105 $5.25 Million
Q1 2020 Apr 23, 2020	SELL	$87.45 - $132.32 $87 - $132	-1 Reduced -0.0%	42,369 $4.16 Million
Q4 2019 Feb 03, 2020	BUY	$117.45 - $126.06 $4.98 Million - $5.34 Million	42,370 New	42,370 $5.31 Million

Others Institutions Holding XLY

# of Institutions

1,362

Shares Held

76.5M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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