Kaizen Financial Strategies Select Sector Spdr Consumer Di Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,117 shares of XLY stock, worth $250,531. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,117

Holding current value

$250,531

% of portfolio

0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$194.8 - $239.43 $217,591 - $267,443	1,117 New	1,117 $250,000
Q3 2022 Oct 18, 2022	SELL	$140.01 - $172.97 $226,116 - $279,346	-1,615 Reduced 42.96%	2,144 $305,000
Q2 2022 Jul 18, 2022	SELL	$134.63 - $189.39 $34,465 - $48,483	-256 Reduced 6.38%	3,759 $517,000
Q1 2022 May 06, 2022	SELL	$163.19 - $210.31 $295,537 - $380,871	-1,811 Reduced 31.08%	4,015 $743,000
Q4 2021 Jan 26, 2022	BUY	$179.37 - $211.42 $57,039 - $67,231	318 Added 5.77%	5,826 $1.19 Million
Q3 2021 Nov 12, 2021	BUY	$175.93 - $185.89 $89,548 - $94,618	509 Added 10.18%	5,508 $988,000
Q1 2021 May 28, 2021	BUY	$155.83 - $173.21 $223,304 - $248,209	1,433 Added 40.19%	4,999 $840,000
Q4 2020 Feb 03, 2021	BUY	$142.97 - $160.78 $509,831 - $573,341	3,566 New	3,566 $573,000

Others Institutions Holding XLY

# of Institutions

1,449

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Select Sector Spdr Consumer Di Transaction History