Institute For Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,312 shares of XLY stock, worth $2.38 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,312
Previous 4,927 109.3%
Holding current value
$2.38 Million
Previous $1.18 Million 101.69%
% of portfolio
0.26%
Previous 0.13%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$228.75 - $242.18 $1.23 Million - $1.3 Million
5,385 Added 109.3%
10,312 $2.38 Million
Q3 2025

Oct 17, 2025
SELL
$216.09 - $242.18 $28,523 - $31,967
-132 Reduced 2.61%
4,927 $1.18 Million
Q2 2025

Jul 18, 2025
BUY
$176.34 - $218.59 $28,038 - $34,755
159 Added 3.24%
5,059 $1.1 Million
Q1 2025

Apr 21, 2025
SELL
$192.6 - $233.2 $17,334 - $20,988
-90 Reduced 1.8%
4,900 $967,000
Q4 2024

Jan 23, 2025
BUY
$194.8 - $239.43 $14,610 - $17,957
75 Added 1.53%
4,990 $1.12 Million
Q3 2024

Nov 12, 2024
BUY
$170.05 - $200.86 $26,187 - $30,932
154 Added 3.23%
4,915 $984,000
Q1 2024

Apr 30, 2024
BUY
$170.9 - $185.02 $10,254 - $11,101
60 Added 1.28%
4,761 $875,000
Q4 2023

Jan 31, 2024
BUY
$148.04 - $181.41 $9,030 - $11,066
61 Added 1.31%
4,701 $840,000
Q3 2023

Oct 13, 2023
SELL
$158.36 - $176.97 $6,176 - $6,901
-39 Reduced 0.83%
4,640 $746,000
Q1 2023

Apr 20, 2023
BUY
$128.39 - $156.16 $22,596 - $27,484
176 Added 3.91%
4,679 $699,000
Q4 2022

Feb 02, 2023
SELL
$126.26 - $147.57 $57,195 - $66,849
-453 Reduced 9.14%
4,503 $581,000
Q3 2022

Oct 18, 2022
SELL
$140.01 - $172.97 $420 - $518
-3 Reduced 0.06%
4,956 $706,000
Q2 2022

Jul 25, 2022
SELL
$134.63 - $189.39 $6,462 - $9,090
-48 Reduced 0.96%
4,959 $682,000
Q1 2022

Apr 29, 2022
SELL
$163.19 - $210.31 $229,445 - $295,695
-1,406 Reduced 21.92%
5,007 $926,000
Q4 2021

Jan 21, 2022
BUY
$179.37 - $211.42 $27,622 - $32,558
154 Added 2.46%
6,413 $1.31 Million
Q3 2021

Nov 15, 2021
SELL
$175.93 - $185.89 $34,306 - $36,248
-195 Reduced 3.02%
6,259 $1.12 Million
Q2 2021

Jul 21, 2021
SELL
$166.65 - $179.87 $4,666 - $5,036
-28 Reduced 0.43%
6,454 $1.15 Million
Q1 2021

May 04, 2021
SELL
$155.83 - $173.21 $43,476 - $48,325
-279 Reduced 4.13%
6,482 $1.09 Million
Q4 2020

Feb 01, 2021
BUY
$142.97 - $160.78 $68,053 - $76,531
476 Added 7.57%
6,761 $1.09 Million
Q3 2020

Nov 03, 2020
SELL
$129.0 - $153.76 $12,771 - $15,222
-99 Reduced 1.55%
6,285 $924,000
Q2 2020

Jul 30, 2020
BUY
$92.41 - $133.25 $33,452 - $48,236
362 Added 6.01%
6,384 $815,000
Q1 2020

Apr 29, 2020
SELL
$87.45 - $132.32 $101,267 - $153,226
-1,158 Reduced 16.13%
6,022 $591,000
Q4 2019

Feb 27, 2020
BUY
$117.45 - $126.06 $737,468 - $791,530
6,279 Added 696.89%
7,180 $901,000
Q4 2019

Jan 27, 2020
SELL
$117.45 - $126.06 $775,404 - $832,248
-6,602 Reduced 87.99%
901 $901,000
Q3 2019

Oct 28, 2019
SELL
$119.52 - $123.67 $18,645 - $19,292
-156 Reduced 2.04%
7,503 $906,000
Q2 2019

Aug 02, 2019
BUY
N/A
2,715 Added 54.92%
7,659 $913,000
Q1 2019

May 15, 2019
SELL
N/A
-3,377 Reduced 40.58%
4,944 $563,000
Q4 2018

Feb 08, 2019
BUY
N/A
8,321 New
8,321 $824,000
Q2 2018

Aug 10, 2018
SELL
N/A
-8,487 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
4,822 Added 131.57%
8,487 $883,000
Q4 2017

Feb 12, 2018
SELL
N/A
-65 Reduced 1.74%
3,665 $362,000
Q3 2017

Nov 14, 2017
SELL
N/A
-6,099 Reduced 62.05%
3,730 $336,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,829
9,829 $884,000

Others Institutions Holding XLY

# of Institutions
1,513
Shares Held
95.3M
Call Options Held
5.51M
Put Options Held
12.9M
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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