Lbmc Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Lbmc Investment Advisors, LLC

$1.53 Billion
Q3 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 1,366 shares of XLY stock, worth $315,395. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,366

Previous 1,366 -0.0%

Holding current value

$315,395

Previous $296,000 10.47%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$148.04 - $181.41 $11,103 - $13,605	-75 Reduced 5.2%	1,366 $244,000
Q2 2023 Jul 17, 2023	BUY	$143.54 - $169.81 $861 - $1,018	6 Added 0.42%	1,441 $244,000
Q1 2023 Apr 10, 2023	BUY	$128.39 - $156.16 $184,239 - $224,089	1,435 New	1,435 $214,000
Q2 2022 Jul 07, 2022	SELL	$134.63 - $189.39 $168,287 - $236,737	-1,250 Closed	0 $0
Q4 2021 Mar 17, 2022	SELL	$179.37 - $211.42 $968,059 - $1.14 Million	-5,397 Reduced 81.19%	1,250 $256,000

Q3 2021 Nov 15, 2021	BUY	$175.93 - $185.89 $949,494 - $1 Million	5,397 Added 431.76%	6,647 $224,000
Q4 2020 Jan 21, 2021	BUY	$142.97 - $160.78 $178,712 - $200,975	1,250 New	1,250 $201,000

Others Institutions Holding XLY

# of Institutions

1,515

Shares Held

94.9M

Call Options Held

5.51M

Put Options Held

12.9M

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 Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lbmc Investment Advisors, LLC with notifications on news.

Account

Lbmc Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History