One Ascent Family Office, LLC Select Sector Spdr Consumer Di Transaction History

One Ascent Family Office, LLC

  • $97.4 Million
  • Q3 2025

A detailed history of One Ascent Family Office, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, One Ascent Family Office, LLC holds 1,416 shares of XLY stock, worth $326,940. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,416
Previous 1,128 25.53%
Holding current value
$326,940
Previous $245,000 38.37%
% of portfolio
0.35%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$216.09 - $242.18 $62,233 - $69,747
288 Added 25.53%
1,416 $339,000
Q2 2025

Aug 06, 2025
SELL
$176.34 - $218.59 $102,982 - $127,656
-584 Reduced 34.11%
1,128 $245,000
Q1 2025

May 05, 2025
BUY
$192.6 - $233.2 $329,731 - $399,238
1,712 New
1,712 $341,000

Others Institutions Holding XLY

# of Institutions
1,511
Shares Held
93.4M
Call Options Held
5.17M
Put Options Held
12.2M
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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