Calton & Associates, Inc. Select Sector Spdr Consumer Di Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

A detailed history of Calton & Associates, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Calton & Associates, Inc. holds 4,727 shares of XLY stock, worth $1.09 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

4,727

Holding current value

$1.09 Million

% of portfolio

0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$194.8 - $239.43 $920,819 - $1.13 Million	4,727 New	4,727 $1.06 Million
Q1 2022 Apr 12, 2022	SELL	$163.19 - $210.31 $886,284 - $1.14 Million	-5,431 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$179.37 - $211.42 $974,158 - $1.15 Million	5,431 New	5,431 $1.11 Million
Q1 2020 Apr 30, 2020	SELL	$87.45 - $132.32 $171,751 - $259,876	-1,964 Closed	0 $0
Q4 2019 Feb 03, 2020	SELL	$117.45 - $126.06 $5,989 - $6,429	-51 Reduced 2.53%	1,964 $246,000
Q3 2019 Nov 07, 2019	BUY	$119.52 - $123.67 $240,832 - $249,195	2,015 New	2,015 $243,000
Q1 2018 Apr 17, 2018	SELL	N/A	-166 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	166	166 $17,000

Others Institutions Holding XLY

# of Institutions

1,329

Shares Held

76.4M

Call Options Held

7.35M

Put Options Held

18M

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About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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Calton & Associates, Inc. Select Sector Spdr Consumer Di Transaction History