Sky Oak Wealth, LLC Select Sector Spdr Consumer Di Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,699 shares of XLY stock, worth $371,044. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,699

Previous 1,716 0.99%

Holding current value

$371,044

Previous $343,000 11.08%

% of portfolio

0.08%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$194.8 - $239.43 $3,311 - $4,070	-17 Reduced 0.99%	1,699 $381,000
Q3 2024 Nov 04, 2024	SELL	$170.05 - $200.86 $32,479 - $38,364	-191 Reduced 10.02%	1,716 $343,000
Q2 2024 Aug 12, 2024	SELL	$169.76 - $184.45 $18,673 - $20,289	-110 Reduced 5.45%	1,907 $347,000
Q1 2024 Apr 29, 2024	SELL	$170.9 - $185.02 $7,861 - $8,510	-46 Reduced 2.23%	2,017 $370,000
Q4 2023 Jan 12, 2024	SELL	$148.04 - $181.41 $37,750 - $46,259	-255 Reduced 11.0%	2,063 $368,000
Q3 2023 Oct 24, 2023	SELL	$158.36 - $176.97 $3,483 - $3,893	-22 Reduced 0.94%	2,318 $373,000
Q1 2023 May 02, 2023	SELL	$128.39 - $156.16 $59,316 - $72,145	-462 Reduced 16.49%	2,340 $349,000
Q4 2022 Jan 26, 2023	SELL	$126.26 - $147.57 $13,888 - $16,232	-110 Reduced 3.78%	2,802 $0
Q3 2022 Oct 25, 2022	SELL	$140.01 - $172.97 $16,801 - $20,756	-120 Reduced 3.96%	2,912 $415,000
Q2 2022 Jul 26, 2022	SELL	$134.63 - $189.39 $11,039 - $15,529	-82 Reduced 2.63%	3,032 $417,000
Q1 2022 Apr 18, 2022	SELL	$163.19 - $210.31 $5.25 Million - $6.77 Million	-32,195 Reduced 91.18%	3,114 $576,000
Q4 2021 Jan 24, 2022	BUY	$179.37 - $211.42 $61,703 - $72,728	344 Added 0.98%	35,309 $7.22 Million
Q3 2021 Oct 21, 2021	BUY	$175.93 - $185.89 $5.93 Million - $6.27 Million	33,710 Added 2686.06%	34,965 $6.27 Million
Q2 2021 Jul 19, 2021	SELL	$166.65 - $179.87 $5.34 Million - $5.76 Million	-32,023 Reduced 96.23%	1,255 $224,000
Q1 2021 Apr 29, 2021	BUY	$155.83 - $173.21 $82,122 - $91,281	527 Added 1.61%	33,278 $5.93 Million
Q4 2020 Feb 02, 2021	BUY	$142.97 - $160.78 $1.44 Million - $1.62 Million	10,069 Added 44.39%	32,751 $5.27 Million
Q3 2020 Nov 03, 2020	BUY	$129.0 - $153.76 $2.41 Million - $2.87 Million	18,691 Added 468.33%	22,682 $3.33 Million
Q2 2020 Aug 10, 2020	BUY	$92.41 - $133.25 $9,148 - $13,191	99 Added 2.54%	3,991 $510,000
Q1 2020 May 04, 2020	SELL	$87.45 - $132.32 $193,526 - $292,824	-2,213 Reduced 36.25%	3,892 $382,000
Q4 2019 Feb 04, 2020	BUY	$117.45 - $126.06 $717,032 - $769,596	6,105 New	6,105 $766,000

Others Institutions Holding XLY

# of Institutions

1,451

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Sky Oak Wealth, LLC Select Sector Spdr Consumer Di Transaction History