A detailed history of Glassman Wealth Services transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Glassman Wealth Services holds 31 shares of XLY stock, worth $6,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 31 -0.0%
Holding current value
$6,992
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2024

SELL
$169.76 - $184.45 $4,753 - $5,164
-28 Reduced 47.46%
31 $5,000
Q1 2024

May 03, 2024

BUY
$170.9 - $185.02 $3,247 - $3,515
19 Added 47.5%
59 $10,000
Q3 2023

Nov 13, 2023

BUY
$158.36 - $176.97 $1,425 - $1,592
9 Added 29.03%
40 $6,000
Q2 2023

Aug 08, 2023

SELL
$143.54 - $169.81 $8,468 - $10,018
-59 Reduced 65.56%
31 $5,000
Q1 2023

May 04, 2023

BUY
$128.39 - $156.16 $7,575 - $9,213
59 Added 190.32%
90 $13,000
Q3 2021

Nov 10, 2021

SELL
$175.93 - $185.89 $36,769 - $38,851
-209 Reduced 87.08%
31 $6,000
Q2 2021

Aug 04, 2021

BUY
$166.65 - $179.87 $4,499 - $4,856
27 Added 12.68%
240 $43,000
Q1 2021

May 05, 2021

SELL
$155.83 - $173.21 $5,765 - $6,408
-37 Reduced 14.8%
213 $36,000
Q4 2020

Feb 04, 2021

BUY
$142.97 - $160.78 $35,742 - $40,195
250 New
250 $40,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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