Personal Cfo Solutions, LLC Select Sector Spdr Consumer Di Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,972 shares of XLY stock, worth $686,205. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,972
Holding current value
$686,205
% of portfolio
0.13%

Shares

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

Nov 10, 2025
BUY
$216.09 - $242.18 $642,219 - $719,758
2,972 New
2,972 $712,000
Q2 2022

Aug 05, 2022
SELL
$134.63 - $189.39 $920,465 - $1.29 Million
-6,837 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$163.19 - $210.31 $107,215 - $138,173
657 Added 10.63%
6,837 $1.27 Million
Q4 2021

Feb 11, 2022
SELL
$179.37 - $211.42 $156,590 - $184,569
-873 Reduced 12.38%
6,180 $1.26 Million
Q3 2021

Nov 18, 2021
BUY
$175.93 - $185.89 $302,599 - $319,730
1,720 Added 32.25%
7,053 $1.27 Million
Q2 2021

Jul 22, 2021
SELL
$166.65 - $179.87 $101,823 - $109,900
-611 Reduced 10.28%
5,333 $952,000
Q1 2021

Apr 21, 2021
SELL
$155.83 - $173.21 $200,085 - $222,401
-1,284 Reduced 17.76%
5,944 $999,000
Q4 2020

Feb 09, 2021
SELL
$142.97 - $160.78 $12,009 - $13,505
-84 Reduced 1.15%
7,228 $0
Q3 2020

Nov 02, 2020
SELL
$129.0 - $153.76 $1.89 Million - $2.25 Million
-14,654 Reduced 66.71%
7,312 $1,000
Q2 2020

Aug 03, 2020
BUY
$92.41 - $133.25 $2.03 Million - $2.93 Million
21,966 New
21,966 $2.81 Million
Q1 2020

Apr 30, 2020
SELL
$87.45 - $132.32 $906,594 - $1.37 Million
-10,367 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$117.45 - $126.06 $61,308 - $65,803
-522 Reduced 4.79%
10,367 $1.3 Million
Q3 2019

Nov 13, 2019
BUY
$119.52 - $123.67 $1.3 Million - $1.35 Million
10,889 New
10,889 $1.31 Million

Others Institutions Holding XLY

# of Institutions
1,515
Shares Held
94.9M
Call Options Held
5.51M
Put Options Held
12.9M
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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