Burkett Financial Services, LLC Select Sector Spdr Consumer Di Transaction History

Burkett Financial Services, LLC

$239 Million
Q4 2025

A detailed history of Burkett Financial Services, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Burkett Financial Services, LLC holds 181 shares of XLY stock, worth $41,791. This represents 0.02% of its overall portfolio holdings.

Number of Shares

181

Previous 177 2.26%

Holding current value

$41,791

Previous $42,000 2.38%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$228.75 - $242.18 $915 - $968	4 Added 2.26%	181 $41,000
Q3 2025 Nov 24, 2025	SELL	$216.09 - $242.18 $9,724 - $10,898	-45 Reduced 20.27%	177 $42,000
Q2 2025 Jul 01, 2025	SELL	$176.34 - $218.59 $2,645 - $3,278	-15 Reduced 6.33%	222 $48.3 Million
Q1 2025 Apr 11, 2025	BUY	$192.6 - $233.2 $3,274 - $3,964	17 Added 7.73%	237 $46.7 Million
Q3 2024 Oct 08, 2024	BUY	$170.05 - $200.86 $170 - $200	1 Added 0.46%	220 $44 Million

Q1 2024 Apr 01, 2024	BUY	$170.9 - $185.02 $170 - $185	1 Added 0.46%	219 $40.2 Million
Q4 2023 Feb 12, 2024	BUY	$148.04 - $181.41 $32,272 - $39,547	218 New	218 $39 Million

Others Institutions Holding XLY

# of Institutions

1,495

Shares Held

88.2M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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Burkett Financial Services, LLC Select Sector Spdr Consumer Di Transaction History