Silver Oak Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Silver Oak Wealth Management LLC

  • $638 Billion
  • Q4 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,774 shares of XLY stock, worth $409,598. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,774
Previous 887 100.0%
Holding current value
$409,598
Previous $213 Million 0.34%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$228.75 - $242.18 $202,901 - $214,813
887 Added 100.0%
1,774 $212 Million
Q3 2025

Oct 24, 2025
SELL
$216.09 - $242.18 $47,971 - $53,763
-222 Reduced 20.02%
887 $213 Million
Q2 2025

Jul 29, 2025
BUY
$176.34 - $218.59 $195,561 - $242,416
1,109 New
1,109 $241 Million
Q4 2024

Jan 31, 2025
BUY
$194.8 - $239.43 $176,099 - $216,444
904 New
904 $203 Million
Q4 2023

Feb 14, 2024
BUY
$148.04 - $181.41 $173,947 - $213,156
1,175 New
1,175 $210 Million

Others Institutions Holding XLY

# of Institutions
1,508
Shares Held
91.3M
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
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email