Oak Harbor Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Oak Harbor Wealth Partners, LLC

$395 Million
Q3 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 657 shares of XLY stock, worth $151,694. This represents 0.04% of its overall portfolio holdings.

Number of Shares

657

Previous 637 3.14%

Holding current value

$151,694

Previous $138,000 13.77%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$216.09 - $242.18 $4,321 - $4,843	20 Added 3.14%	657 $157,000
Q2 2025 Jul 31, 2025	BUY	$176.34 - $218.59 $109,507 - $135,744	621 Added 3881.25%	637 $138,000
Q1 2025 May 12, 2025	BUY	$192.6 - $233.2 $3,081 - $3,731	16 New	16 $3,000
Q3 2022 Nov 03, 2022	SELL	$140.01 - $172.97 $7,000 - $8,648	-50 Reduced 50.0%	50 $7,000
Q4 2021 Feb 17, 2022	BUY	$179.37 - $211.42 $17,937 - $21,142	100 New	100 $20,000

Others Institutions Holding XLY

# of Institutions

1,500

Shares Held

89.4M

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

More about XLY

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Oak Harbor Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History