Buckingham Strategic Wealth, LLC Select Sector Spdr Consumer Di Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,117 shares of XLY stock, worth $467,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,117
Previous 2,439 13.2%
Holding current value
$467,475
Previous $448,000 13.84%
% of portfolio
0.0%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$169.76 - $184.45 $54,662 - $59,392
-322 Reduced 13.2%
2,117 $386,000
Q1 2024

May 09, 2024
SELL
$170.9 - $185.02 $138,087 - $149,496
-808 Reduced 24.88%
2,439 $448,000
Q4 2023

Feb 14, 2024
BUY
$148.04 - $181.41 $158,550 - $194,290
1,071 Added 49.22%
3,247 $580,000
Q3 2023

Nov 13, 2023
BUY
$158.36 - $176.97 $7,284 - $8,140
46 Added 2.16%
2,176 $350,000
Q2 2023

Aug 11, 2023
SELL
$143.54 - $169.81 $96,889 - $114,621
-675 Reduced 24.06%
2,130 $361,000
Q4 2022

Feb 13, 2023
BUY
$126.26 - $147.57 $6,439 - $7,526
51 Added 1.85%
2,805 $362,000
Q3 2022

Nov 07, 2022
SELL
$140.01 - $172.97 $37,802 - $46,701
-270 Reduced 8.93%
2,754 $392,000
Q2 2022

Aug 12, 2022
BUY
$134.63 - $189.39 $45,101 - $63,445
335 Added 12.46%
3,024 $416,000
Q1 2022

May 10, 2022
SELL
$163.19 - $210.31 $75,230 - $96,952
-461 Reduced 14.63%
2,689 $498,000
Q4 2021

Feb 09, 2022
SELL
$179.37 - $211.42 $126,635 - $149,262
-706 Reduced 18.31%
3,150 $644,000
Q3 2021

Nov 10, 2021
BUY
$175.93 - $185.89 $202,495 - $213,959
1,151 Added 42.55%
3,856 $692,000
Q2 2021

Aug 06, 2021
SELL
$166.65 - $179.87 $112,822 - $121,771
-677 Reduced 20.02%
2,705 $483,000
Q1 2021

Apr 30, 2021
SELL
$155.83 - $173.21 $64,669 - $71,882
-415 Reduced 10.93%
3,382 $568,000
Q4 2020

Feb 16, 2021
SELL
$142.97 - $160.78 $78,633 - $88,429
-550 Reduced 12.65%
3,797 $610,000
Q3 2020

Nov 12, 2020
SELL
$129.0 - $153.76 $125,001 - $148,993
-969 Reduced 18.23%
4,347 $639,000
Q2 2020

Aug 03, 2020
SELL
$92.41 - $133.25 $63,116 - $91,009
-683 Reduced 11.39%
5,316 $679,000
Q1 2020

May 07, 2020
BUY
$87.45 - $132.32 $90,948 - $137,612
1,040 Added 20.97%
5,999 $588,000
Q4 2019

Feb 04, 2020
SELL
$117.45 - $126.06 $34,177 - $36,683
-291 Reduced 5.54%
4,959 $622,000
Q3 2019

Nov 12, 2019
SELL
$119.52 - $123.67 $179,160 - $185,381
-1,499 Reduced 22.21%
5,250 $634,000
Q2 2019

Aug 05, 2019
BUY
N/A
855 Added 14.51%
6,749 $804,000
Q1 2019

May 02, 2019
BUY
N/A
133 Added 2.31%
5,894 $671,000
Q4 2018

Feb 11, 2019
BUY
N/A
134 Added 2.38%
5,761 $570,000
Q1 2018

May 14, 2018
SELL
N/A
-1,752 Reduced 23.74%
5,627 $570,000
Q4 2017

Feb 12, 2018
SELL
N/A
-1,083 Reduced 12.8%
7,379 $728,000
Q3 2017

Nov 08, 2017
BUY
N/A
8,462
8,462 $762,000

Others Institutions Holding XLY

# of Institutions
1,300
Shares Held
76M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email