New Wave Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 8,230 shares of XLY stock, worth $1.8 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
8,230
Previous 3,844 114.1%
Holding current value
$1.8 Million
Previous $770 Million 139.72%
% of portfolio
0.76%
Previous 0.35%

Shares

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

Jan 23, 2025
BUY
$194.8 - $239.43 $854,392 - $1.05 Million
4,386 Added 114.1%
8,230 $1.85 Billion
Q3 2024

Oct 23, 2024
SELL
$170.05 - $200.86 $510,150 - $602,580
-3,000 Reduced 43.83%
3,844 $770 Million
Q2 2024

Aug 27, 2024
BUY
$169.76 - $184.45 $1.16 Million - $1.26 Million
6,844 New
6,844 $1.25 Billion

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

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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