Marcum Wealth, LLC Select Sector Spdr Consumer Di Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,163 shares of XLY stock, worth $897,293. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,163

Previous 4,468 6.83%

Holding current value

$897,293

Previous $895,000 4.25%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$194.8 - $239.43 $59,414 - $73,026	-305 Reduced 6.83%	4,163 $933,000
Q3 2024 Oct 08, 2024	BUY	$170.05 - $200.86 $31,629 - $37,359	186 Added 4.34%	4,468 $895,000
Q2 2024 Jul 02, 2024	SELL	$169.76 - $184.45 $9,676 - $10,513	-57 Reduced 1.31%	4,282 $781,000
Q1 2024 Apr 10, 2024	SELL	$170.9 - $185.02 $1,196 - $1,295	-7 Reduced 0.16%	4,339 $797,000
Q4 2023 Jan 10, 2024	SELL	$148.04 - $181.41 $23,390 - $28,662	-158 Reduced 3.51%	4,346 $777,000
Q3 2023 Oct 10, 2023	SELL	$158.36 - $176.97 $14,252 - $15,927	-90 Reduced 1.96%	4,504 $725,000
Q2 2023 Jul 13, 2023	SELL	$143.54 - $169.81 $108,516 - $128,376	-756 Reduced 14.13%	4,594 $780,000
Q1 2023 Apr 19, 2023	BUY	$128.39 - $156.16 $34,536 - $42,007	269 Added 5.29%	5,350 $800,000
Q4 2022 Jan 12, 2023	SELL	$126.26 - $147.57 $5,807 - $6,788	-46 Reduced 0.9%	5,081 $0
Q3 2022 Oct 11, 2022	SELL	$140.01 - $172.97 $84,146 - $103,954	-601 Reduced 10.49%	5,127 $730,000
Q2 2022 Jul 14, 2022	BUY	$134.63 - $189.39 $49,947 - $70,263	371 Added 6.93%	5,728 $787,000
Q1 2022 Apr 20, 2022	SELL	$163.19 - $210.31 $274,648 - $353,951	-1,683 Reduced 23.91%	5,357 $991,000
Q4 2021 Feb 01, 2022	BUY	$179.37 - $211.42 $27,622 - $32,558	154 Added 2.24%	7,040 $1.44 Million
Q3 2021 Nov 08, 2021	BUY	$175.93 - $185.89 $111,187 - $117,482	632 Added 10.11%	6,886 $1.24 Million
Q2 2021 Aug 10, 2021	BUY	$166.65 - $179.87 $66,160 - $71,408	397 Added 6.78%	6,254 $1.12 Million
Q1 2021 May 11, 2021	BUY	$155.83 - $173.21 $912,696 - $1.01 Million	5,857 New	5,857 $984,000

Others Institutions Holding XLY

# of Institutions

1,451

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

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Marcum Wealth, LLC Select Sector Spdr Consumer Di Transaction History