A detailed history of Campbell Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Campbell Wealth Management holds 2,820 shares of XLY stock, worth $564,394. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,820
Previous 3,042 7.3%
Holding current value
$564,394
Previous $555,000 1.8%
% of portfolio
0.05%
Previous 0.18%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$170.05 - $200.86 $37,751 - $44,590
-222 Reduced 7.3%
2,820 $565,000
Q2 2024

Aug 07, 2024

BUY
$169.76 - $184.45 $109,834 - $119,339
647 Added 27.01%
3,042 $555,000
Q1 2024

May 09, 2024

BUY
$170.9 - $185.02 $162,355 - $175,769
950 Added 65.74%
2,395 $440,000
Q4 2023

Feb 08, 2024

SELL
$148.04 - $181.41 $18,060 - $22,132
-122 Reduced 7.79%
1,445 $258,000
Q3 2023

Nov 13, 2023

SELL
$158.36 - $176.97 $4,909 - $5,486
-31 Reduced 1.94%
1,567 $252,000
Q2 2023

Jul 27, 2023

SELL
$143.54 - $169.81 $22,248 - $26,320
-155 Reduced 8.84%
1,598 $271,000
Q1 2023

May 08, 2023

SELL
$128.39 - $156.16 $54,822 - $66,680
-427 Reduced 19.59%
1,753 $262,000
Q4 2022

Jan 10, 2023

BUY
$126.26 - $147.57 $1,010 - $1,180
8 Added 0.37%
2,180 $282,000
Q3 2022

Oct 11, 2022

BUY
$140.01 - $172.97 $2,100 - $2,594
15 Added 0.7%
2,172 $309,000
Q2 2022

Aug 02, 2022

BUY
$134.63 - $189.39 $3,904 - $5,492
29 Added 1.36%
2,157 $297,000
Q1 2022

May 18, 2022

SELL
$163.19 - $210.31 $57,769 - $74,449
-354 Reduced 14.26%
2,128 $394,000
Q4 2021

Jan 27, 2022

BUY
$179.37 - $211.42 $70,313 - $82,876
392 Added 18.76%
2,482 $507,000
Q3 2021

Dec 22, 2022

SELL
$175.93 - $185.89 $14,426 - $15,242
-82 Reduced 3.78%
2,090 $375,000
Q2 2021

Jul 21, 2021

BUY
$166.65 - $179.87 $20,331 - $21,944
122 Added 6.2%
2,090 $373,000
Q1 2021

Apr 30, 2021

BUY
$155.83 - $173.21 $47,839 - $53,175
307 Added 18.48%
1,968 $331,000
Q4 2020

Jan 19, 2021

BUY
$142.97 - $160.78 $18,157 - $20,419
127 Added 8.28%
1,661 $267,000
Q3 2020

Nov 02, 2020

BUY
$129.0 - $153.76 $32,895 - $39,208
255 Added 19.94%
1,534 $225,000
Q2 2020

Jul 23, 2020

BUY
$92.41 - $133.25 $118,192 - $170,426
1,279 New
1,279 $163,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Campbell Wealth Management Portfolio

Follow Campbell Wealth Management 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 Campbell Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Campbell Wealth Management with notifications on news.