Shepherd Financial Partners LLC Select Sector Spdr Consumer Di Transaction History

Shepherd Financial Partners LLC

$976 Million
Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 6,019 shares of XLY stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,019

Previous 6,019 -0.0%

Holding current value

$1.39 Million

Previous $1.31 Million 10.24%

% of portfolio

0.15%

Previous 0.15%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$176.34 - $218.59 $20,984 - $26,012	-119 Reduced 1.94%	6,019 $1.31 Million
Q1 2025 Apr 18, 2025	BUY	$192.6 - $233.2 $22,149 - $26,818	115 Added 1.91%	6,138 $1.21 Million
Q3 2024 Oct 28, 2024	BUY	$170.05 - $200.86 $170 - $200	1 Added 0.02%	6,023 $1.21 Million
Q2 2024 Aug 07, 2024	SELL	$169.76 - $184.45 $27,331 - $29,696	-161 Reduced 2.6%	6,022 $1.1 Million
Q1 2024 Apr 22, 2024	BUY	$170.9 - $185.02 $341 - $370	2 Added 0.03%	6,183 $1.14 Million

Q4 2023 Feb 12, 2024	SELL	$148.04 - $181.41 $3,256 - $3,991	-22 Reduced 0.35%	6,181 $1.11 Million
Q3 2023 Nov 08, 2023	BUY	$158.36 - $176.97 $3,642 - $4,070	23 Added 0.37%	6,203 $998,000
Q2 2023 Aug 11, 2023	BUY	$143.54 - $169.81 $18,229 - $21,565	127 Added 2.1%	6,180 $1.05 Million
Q4 2022 Feb 14, 2023	SELL	$126.26 - $147.57 $17,802 - $20,807	-141 Reduced 2.28%	6,053 $781,000
Q3 2022 Nov 09, 2022	BUY	$140.01 - $172.97 $49,703 - $61,404	355 Added 6.08%	6,194 $882,000
Q2 2022 Aug 15, 2022	SELL	$134.63 - $189.39 $2,423 - $3,409	-18 Reduced 0.31%	5,839 $803,000
Q1 2022 May 13, 2022	SELL	$163.19 - $210.31 $77,515 - $99,897	-475 Reduced 7.5%	5,857 $1.08 Million
Q4 2021 Feb 14, 2022	SELL	$179.37 - $211.42 $25,111 - $29,598	-140 Reduced 2.16%	6,332 $1.29 Million
Q1 2021 May 14, 2021	SELL	$155.83 - $173.21 $15,583 - $17,321	-100 Reduced 1.52%	6,472 $1.09 Million
Q4 2020 Feb 16, 2021	BUY	$142.97 - $160.78 $25,305 - $28,458	177 Added 2.77%	6,572 $1.06 Million
Q3 2020 Nov 16, 2020	SELL	$129.0 - $153.76 $6,579 - $7,841	-51 Reduced 0.79%	6,395 $940,000
Q2 2020 Aug 05, 2020	SELL	$92.41 - $133.25 $70,786 - $102,069	-766 Reduced 10.62%	6,446 $823,000
Q1 2020 May 07, 2020	SELL	$87.45 - $132.32 $2.69 Million - $4.07 Million	-30,738 Reduced 81.0%	7,212 $706,000
Q4 2019 Jan 31, 2020	SELL	$117.45 - $126.06 $29,714 - $31,893	-253 Reduced 0.66%	37,950 $4.76 Million
Q3 2019 Nov 25, 2019	SELL	$119.52 - $123.67 $299,278 - $309,669	-2,504 Reduced 6.15%	38,203 $4.61 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-1,346 Reduced 3.2%	40,707 $4.85 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-4,679 Reduced 10.01%	42,053 $4.79 Million
Q4 2018 Feb 07, 2019	BUY	N/A	375 Added 0.81%	46,732 $4.63 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-1,836 Reduced 3.81%	46,357 $5.07 Million
Q1 2018 May 01, 2018	SELL	N/A	-2,135 Reduced 4.24%	48,193 $4.89 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-3,670 Reduced 6.8%	50,328 $4.97 Million
Q3 2017 Nov 13, 2017	BUY	N/A	53,998	53,998 $4.93 Million

Others Institutions Holding XLY

# of Institutions

1,498

Shares Held

88.4M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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Shepherd Financial Partners LLC Select Sector Spdr Consumer Di Transaction History