Moneta Group Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,741 shares of XLY stock, worth $1.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,741
Previous 4,498 27.63%
Holding current value
$1.24 Million
Previous $901,000 42.84%
% of portfolio
0.02%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$194.8 - $239.43 $242,136 - $297,611
1,243 Added 27.63%
5,741 $1.29 Million
Q3 2024

Nov 12, 2024
BUY
$170.05 - $200.86 $25,507 - $30,129
150 Added 3.45%
4,498 $901,000
Q2 2024

Aug 13, 2024
SELL
$169.76 - $184.45 $13,411 - $14,571
-79 Reduced 1.78%
4,348 $793,000
Q1 2024

Aug 13, 2024
BUY
$170.9 - $185.02 $61,182 - $66,237
358 Added 8.8%
4,427 $814,000
Q4 2023

Feb 15, 2024
BUY
$148.04 - $181.41 $2,664 - $3,265
18 Added 0.44%
4,069 $727,000
Q3 2023

Nov 15, 2023
BUY
$158.36 - $176.97 $37,531 - $41,941
237 Added 6.21%
4,051 $652,000
Q2 2023

Aug 15, 2023
SELL
$143.54 - $169.81 $6,889 - $8,150
-48 Reduced 1.24%
3,814 $647,000
Q1 2023

May 15, 2023
BUY
$128.39 - $156.16 $54,052 - $65,743
421 Added 12.23%
3,862 $577,000
Q4 2022

Feb 16, 2023
SELL
$126.26 - $147.57 $73,104 - $85,443
-579 Reduced 14.4%
3,441 $444,000
Q4 2022

Feb 16, 2023
SELL
$126.26 - $147.57 $574 Million - $671 Million
-4,544,401 Reduced 99.91%
4,020 $519,000
Q4 2022

Feb 15, 2023
BUY
$126.26 - $147.57 $574 Million - $671 Million
4,544,167 Added 106821.04%
4,548,421 $587 Million
Q3 2022

Nov 14, 2022
SELL
$140.01 - $172.97 $104,027 - $128,516
-743 Reduced 14.87%
4,254 $606,000
Q2 2022

Aug 15, 2022
BUY
$134.63 - $189.39 $124,802 - $175,564
927 Added 22.78%
4,997 $687,000
Q1 2022

May 11, 2022
BUY
$163.19 - $210.31 $85,511 - $110,202
524 Added 14.78%
4,070 $753,000
Q4 2021

Feb 11, 2022
BUY
$179.37 - $211.42 $358 - $422
2 Added 0.06%
3,546 $725,000
Q3 2021

Nov 12, 2021
BUY
$175.93 - $185.89 $69,668 - $73,612
396 Added 12.58%
3,544 $636,000
Q2 2021

Aug 13, 2021
SELL
$166.65 - $179.87 $9,832 - $10,612
-59 Reduced 1.84%
3,148 $562,000
Q1 2021

May 14, 2021
BUY
$155.83 - $173.21 $499,746 - $555,484
3,207 New
3,207 $539,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,593 Closed
0 $0
Q2 2018

Aug 15, 2018
SELL
N/A
-93,625 Reduced 98.33%
1,593 $174,000
Q2 2018

Aug 15, 2018
SELL
N/A
-1,410 Reduced 1.46%
95,218 $174,000
Q2 2018

Aug 14, 2018
BUY
N/A
96,628 New
96,628 $334,000

Others Institutions Holding XLY

# of Institutions
1,454
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email