Journey Strategic Wealth LLC Select Sector Spdr Consumer Di Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 1,515 shares of XLY stock, worth $349,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,515

Previous 1,911 20.72%

Holding current value

$349,798

Previous $415,000 12.53%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$216.09 - $242.18 $85,571 - $95,903	-396 Reduced 20.72%	1,515 $363,000
Q2 2025 Aug 12, 2025	BUY	$176.34 - $218.59 $22,747 - $28,198	129 Added 7.24%	1,911 $415,000
Q1 2025 May 06, 2025	BUY	$192.6 - $233.2 $20,223 - $24,486	105 Added 6.26%	1,782 $351,000
Q4 2024 Jan 24, 2025	SELL	$194.8 - $239.43 $16,363 - $20,112	-84 Reduced 4.77%	1,677 $376,000
Q3 2024 Nov 12, 2024	BUY	$170.05 - $200.86 $31,799 - $37,560	187 Added 11.88%	1,761 $352,000

Q2 2024 Aug 14, 2024	BUY	$169.76 - $184.45 $267,202 - $290,324	1,574 New	1,574 $287,000
Q1 2022 May 16, 2022	SELL	$163.19 - $210.31 $195,828 - $252,372	-1,200 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $215,244 - $253,703	1,200 New	1,200 $245,000

Others Institutions Holding XLY

# of Institutions

1,502

Shares Held

89.6M

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

More about XLY

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Journey Strategic Wealth LLC Select Sector Spdr Consumer Di Transaction History