Regent Peak Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,223 shares of XLY stock, worth $521,226. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,223
Previous 2,223 -0.0%
Holding current value
$521,226
Previous $405,000 9.88%
% of portfolio
0.1%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$169.76 - $184.45 $14,090 - $15,309
-83 Reduced 3.6%
2,223 $405,000
Q1 2024

May 01, 2024
BUY
$170.9 - $185.02 $2,050 - $2,220
12 Added 0.52%
2,306 $424,000
Q4 2023

Jan 23, 2024
SELL
$148.04 - $181.41 $40,266 - $49,343
-272 Reduced 10.6%
2,294 $410,000
Q3 2023

Nov 03, 2023
BUY
$158.36 - $176.97 $32,938 - $36,809
208 Added 8.82%
2,566 $413,000
Q2 2023

Jul 19, 2023
SELL
$143.54 - $169.81 $31,291 - $37,018
-218 Reduced 8.46%
2,358 $400,000
Q2 2022

Aug 11, 2022
SELL
$134.63 - $189.39 $2,961 - $4,166
-22 Reduced 0.85%
2,576 $354,000
Q1 2021

Apr 28, 2021
BUY
$155.83 - $173.21 $3,428 - $3,810
22 Added 0.85%
2,598 $436,000
Q3 2020

Nov 04, 2020
SELL
$129.0 - $153.76 $5,160 - $6,150
-40 Reduced 1.53%
2,576 $379,000
Q1 2020

Apr 27, 2020
BUY
$87.45 - $132.32 $3,498 - $5,292
40 Added 1.55%
2,616 $256,000
Q4 2019

Feb 14, 2020
BUY
$117.45 - $126.06 $302,551 - $324,730
2,576 New
2,576 $323,000

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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