Hb Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Hb Wealth Management, LLC

$15 Billion
Q4 2025

A detailed history of Hb Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Hb Wealth Management, LLC holds 37,349 shares of XLY stock, worth $8.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

37,349

Previous 18,246 104.7%

Holding current value

$8.62 Million

Previous $4.37 Million 97.23%

% of portfolio

0.06%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$228.75 - $242.18 $4.37 Million - $4.63 Million	19,103 Added 104.7%	37,349 $8.62 Million
Q3 2025 Oct 23, 2025	BUY	$216.09 - $242.18 $1.94 Million - $2.18 Million	9,000 Added 97.34%	18,246 $4.37 Million
Q2 2025 Jul 17, 2025	SELL	$176.34 - $218.59 $574,868 - $712,603	-3,260 Reduced 26.07%	9,246 $2.01 Million
Q1 2025 May 07, 2025	BUY	$192.6 - $233.2 $362,280 - $438,649	1,881 Added 17.7%	12,506 $2.47 Million
Q4 2024 Jan 15, 2025	SELL	$194.8 - $239.43 $49,479 - $60,815	-254 Reduced 2.33%	10,625 $2.38 Million

Q3 2024 Oct 15, 2024	BUY	$170.05 - $200.86 $47,614 - $56,240	280 Added 2.64%	10,879 $2.18 Million
Q2 2024 Jul 26, 2024	BUY	$169.76 - $184.45 $526,935 - $572,532	3,104 Added 41.41%	10,599 $1.93 Million
Q1 2024 Apr 30, 2024	BUY	$170.9 - $185.02 $9,057 - $9,806	53 Added 0.71%	7,495 $1.38 Million
Q4 2023 Jan 16, 2024	BUY	$148.04 - $181.41 $33,160 - $40,635	224 Added 3.1%	7,442 $1.33 Million
Q3 2023 Oct 13, 2023	SELL	$158.36 - $176.97 $8,234 - $9,202	-52 Reduced 0.72%	7,218 $1.16 Million
Q2 2023 Jul 13, 2023	SELL	$143.54 - $169.81 $55,406 - $65,546	-386 Reduced 5.04%	7,270 $1.23 Million
Q1 2023 Apr 13, 2023	SELL	$128.39 - $156.16 $38,516 - $46,848	-300 Reduced 3.77%	7,656 $1.14 Million
Q4 2022 Jan 20, 2023	SELL	$126.26 - $147.57 $149,618 - $174,870	-1,185 Reduced 12.96%	7,956 $0
Q3 2022 Oct 19, 2022	SELL	$140.01 - $172.97 $73,505 - $90,809	-525 Reduced 5.43%	9,141 $1.3 Million
Q2 2022 Jul 15, 2022	SELL	$134.63 - $189.39 $22,213 - $31,249	-165 Reduced 1.68%	9,666 $1.33 Million
Q1 2022 May 16, 2022	BUY	$163.19 - $210.31 $44,387 - $57,204	272 Added 2.85%	9,831 $1.82 Million
Q4 2021 Feb 15, 2022	BUY	$179.37 - $211.42 $1.71 Million - $2.02 Million	9,559 New	9,559 $1.95 Million

Others Institutions Holding XLY

# of Institutions

1,511

Shares Held

93.4M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History