Insight Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 48,938 shares of XLY stock, worth $10.8 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
48,938
Holding current value
$10.8 Million
% of portfolio
1.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$194.8 - $239.43 $9.53 Million - $11.7 Million
48,938 New
48,938 $11 Million
Q1 2022

Apr 12, 2022
SELL
$163.19 - $210.31 $170,043 - $219,143
-1,042 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$179.37 - $211.42 $186,903 - $220,299
1,042 New
1,042 $213,000
Q2 2021

Aug 12, 2021
SELL
$166.65 - $179.87 $233,809 - $252,357
-1,403 Closed
0 $0
Q1 2021

May 12, 2021
SELL
$155.83 - $173.21 $4,051 - $4,503
-26 Reduced 1.82%
1,403 $236,000
Q4 2020

Feb 05, 2021
BUY
$142.97 - $160.78 $285 - $321
2 Added 0.14%
1,429 $230,000
Q3 2020

Oct 29, 2020
SELL
$129.0 - $153.76 $60,759 - $72,420
-471 Reduced 24.82%
1,427 $210,000
Q2 2020

Jul 31, 2020
SELL
$92.41 - $133.25 $96,476 - $139,113
-1,044 Reduced 35.49%
1,898 $242,000
Q1 2020

Apr 21, 2020
SELL
$87.45 - $132.32 $14.5 Million - $21.9 Million
-165,323 Reduced 98.25%
2,942 $289,000
Q4 2019

Feb 21, 2020
BUY
$117.45 - $126.06 $36,409 - $39,078
310 Added 0.18%
168,265 $21.1 Million
Q3 2019

Nov 06, 2019
BUY
$119.52 - $123.67 $1.83 Million - $1.89 Million
15,320 Added 10.04%
167,955 $20.3 Million
Q2 2019

Aug 06, 2019
BUY
N/A
152,635 New
152,635 $18.2 Million

Others Institutions Holding XLY

# of Institutions
1,300
Shares Held
76M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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