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

Birchcreek Wealth Management, LLC

$202 Million
Q4 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 7,348 shares of XLY stock, worth $1.7 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

7,348

Previous 6,194 18.63%

Holding current value

$1.7 Million

Previous $1.48 Million 14.29%

% of portfolio

0.84%

Previous 0.77%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$228.75 - $242.18 $263,977 - $279,475	1,154 Added 18.63%	7,348 $1.7 Million
Q3 2025 Oct 27, 2025	SELL	$216.09 - $242.18 $15,558 - $17,436	-72 Reduced 1.15%	6,194 $1.48 Million
Q2 2025 Aug 07, 2025	BUY	$176.34 - $218.59 $161,880 - $200,665	918 Added 17.17%	6,266 $1.36 Million
Q1 2025 May 06, 2025	BUY	$192.6 - $233.2 $90,329 - $109,370	469 Added 9.61%	5,348 $1.06 Million
Q4 2024 Feb 04, 2025	SELL	$194.8 - $239.43 $185,449 - $227,937	-952 Reduced 16.33%	4,879 $1.09 Million

Q3 2024 Nov 06, 2024	SELL	$170.05 - $200.86 $1.29 Million - $1.52 Million	-7,568 Reduced 56.48%	5,831 $1.17 Million
Q2 2024 Aug 02, 2024	SELL	$169.76 - $184.45 $278,915 - $303,051	-1,643 Reduced 10.92%	13,399 $2.44 Million
Q1 2024 Apr 29, 2024	BUY	$170.9 - $185.02 $56,738 - $61,426	332 Added 2.26%	15,042 $2.77 Million
Q4 2023 Feb 05, 2024	BUY	$148.04 - $181.41 $35,973 - $44,082	243 Added 1.68%	14,710 $2.63 Million
Q3 2023 Oct 23, 2023	BUY	$158.36 - $176.97 $534,306 - $597,096	3,374 Added 30.42%	14,467 $2.33 Million
Q2 2023 Jul 20, 2023	BUY	$143.54 - $169.81 $500,093 - $591,618	3,484 Added 45.79%	11,093 $1.88 Million
Q1 2023 May 01, 2023	BUY	$128.39 - $156.16 $203,112 - $247,045	1,582 Added 26.25%	7,609 $1.14 Million
Q4 2022 Feb 06, 2023	BUY	$126.26 - $147.57 $29,292 - $34,236	232 Added 4.0%	6,027 $778,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $79,245 - $97,901	-566 Reduced 8.9%	5,795 $825,000
Q2 2022 Aug 12, 2022	BUY	$134.63 - $189.39 $163,575 - $230,108	1,215 Added 23.61%	6,361 $875,000
Q1 2022 May 13, 2022	BUY	$163.19 - $210.31 $231,403 - $298,219	1,418 Added 38.04%	5,146 $952,000
Q4 2021 Feb 09, 2022	BUY	$179.37 - $211.42 $30,851 - $36,364	172 Added 4.84%	3,728 $762,000
Q3 2021 Nov 16, 2021	SELL	$175.93 - $185.89 $12,315 - $13,012	-70 Reduced 1.93%	3,556 $638,000
Q2 2021 Aug 16, 2021	SELL	$166.65 - $179.87 $34,496 - $37,233	-207 Reduced 5.4%	3,626 $647,000
Q1 2021 May 17, 2021	SELL	$155.83 - $173.21 $41,606 - $46,247	-267 Reduced 6.51%	3,833 $644,000
Q4 2020 Jan 28, 2021	BUY	$142.97 - $160.78 $586,177 - $659,198	4,100 New	4,100 $659,000

Others Institutions Holding XLY

# of Institutions

1,504

Shares Held

91M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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