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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 9,501 shares of XLY stock, worth $2.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,501

Previous 73,733 87.11%

Holding current value

$2.1 Million

Previous $13.4 Million 85.85%

% of portfolio

0.04%

Previous 0.34%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$170.05 - $200.86 $10.9 Million - $12.9 Million	-64,232 Reduced 87.11%	9,501 $1.9 Million
Q2 2024 Aug 14, 2024	BUY	$169.76 - $184.45 $426,946 - $463,891	2,515 Added 3.53%	73,733 $13.4 Million
Q1 2024 May 09, 2024	SELL	$170.9 - $185.02 $8.92 Million - $9.65 Million	-52,166 Reduced 42.28%	71,218 $13.1 Million
Q4 2023 Feb 08, 2024	SELL	$148.04 - $181.41 $161,067 - $197,374	-1,088 Reduced 0.87%	123,384 $22.1 Million
Q3 2023 Nov 07, 2023	BUY	$158.36 - $176.97 $18.7 Million - $20.9 Million	117,936 Added 1804.41%	124,472 $20 Million
Q2 2023 Aug 10, 2023	SELL	$143.54 - $169.81 $186,745 - $220,922	-1,301 Reduced 16.6%	6,536 $1.11 Million
Q1 2023 May 15, 2023	SELL	$128.39 - $156.16 $24.8 Million - $30.1 Million	-192,889 Reduced 96.1%	7,837 $1.17 Million
Q4 2022 Feb 13, 2023	BUY	$126.26 - $147.57 $12.3 Million - $14.3 Million	97,135 Added 93.77%	200,726 $25.9 Million
Q3 2022 Nov 14, 2022	BUY	$140.01 - $172.97 $13.4 Million - $16.6 Million	95,769 Added 1224.35%	103,591 $14.8 Million
Q2 2022 Aug 16, 2022	SELL	$134.63 - $189.39 $8.7 Million - $12.2 Million	-64,627 Reduced 89.2%	7,822 $1.08 Million
Q1 2022 Feb 08, 2024	SELL	$163.19 - $210.31 $10.5 Million - $13.5 Million	-64,125 Reduced 51.97%	59,259 $0
Q4 2021 Feb 17, 2022	BUY	$179.37 - $211.42 $8.16 Million - $9.62 Million	45,510 Added 168.94%	72,449 $14.8 Million
Q3 2021 Dec 03, 2021	SELL	$175.93 - $185.89 $412,555 - $435,912	-2,345 Reduced 8.01%	26,939 $4.84 Million
Q2 2021 Aug 17, 2021	SELL	$166.65 - $179.87 $3.61 Million - $3.9 Million	-21,661 Reduced 42.52%	29,284 $5.26 Million
Q1 2021 May 24, 2021	BUY	$155.83 - $173.21 $6.89 Million - $7.66 Million	44,241 Added 659.92%	50,945 $8.63 Million
Q4 2020 Feb 16, 2021	BUY	$142.97 - $160.78 $88,784 - $99,844	621 Added 10.21%	6,704 $1.08 Million
Q3 2020 Nov 19, 2020	BUY	$129.0 - $153.76 $51,729 - $61,657	401 Added 7.06%	6,083 $894,000
Q2 2020 Aug 14, 2020	SELL	$92.41 - $133.25 $20,607 - $29,714	-223 Reduced 3.78%	5,682 $726,000
Q1 2020 May 11, 2020	BUY	$87.45 - $132.32 $12,680 - $19,186	145 Added 2.52%	5,905 $579,000
Q4 2019 Jan 31, 2020	SELL	$117.45 - $126.06 $22,315 - $23,951	-190 Reduced 3.19%	5,760 $722,000
Q4 2019 Jan 30, 2020	BUY	$117.45 - $126.06 $11,745 - $12,606	100 Added 1.71%	5,950 $587,000
Q3 2019 Jan 29, 2020	BUY	$119.52 - $123.67 $61,074 - $63,195	511 Added 9.57%	5,850 $706,000
Q2 2019 Jan 29, 2020	BUY	N/A	75 Added 1.42%	5,339 $636,000
Q1 2019 Jan 29, 2020	BUY	N/A	350 Added 7.12%	5,264 $599,000
Q4 2018 Jan 29, 2020	BUY	N/A	113 Added 2.35%	4,914 $487,000
Q2 2018 Jan 29, 2020	SELL	N/A	-361 Reduced 6.99%	4,801 $525,000
Q1 2018 Jan 29, 2020	SELL	N/A	-788 Reduced 13.24%	5,162 $523,000
Q4 2017 Jan 29, 2020	BUY	N/A	601 Added 11.24%	5,950 $587,000
Q3 2017 Jan 29, 2020	BUY	N/A	181 Added 3.5%	5,349 $482,000
Q2 2017 Jan 29, 2020	BUY	N/A	495 Added 10.59%	5,168 $463,000
Q1 2017 Jan 29, 2020	BUY	N/A	4,673	4,673 $411,000

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

Ticker XLY
Sector ETFs
Industry ETFs

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