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

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

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 5,904 shares of XLY stock, worth $1.36 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,904

Previous 6,692 11.78%

Holding current value

$1.36 Million

Previous $1.45 Million 2.75%

% of portfolio

0.01%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$216.09 - $242.18 $170,278 - $190,837	-788 Reduced 11.78%	5,904 $1.41 Million
Q2 2025 Aug 14, 2025	BUY	$176.34 - $218.59 $89,580 - $111,043	508 Added 8.21%	6,692 $1.45 Million
Q1 2025 May 15, 2025	BUY	$192.6 - $233.2 $85,321 - $103,307	443 Added 7.72%	6,184 $1.22 Million
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 $574 Million - $671 Million	-4,544,401 Reduced 99.91%	4,020 $519,000
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 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

1,508

Shares Held

91.3M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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