Soa Wealth Advisors, Llc. Select Sector Spdr Consumer Di Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 147 shares of XLY stock, worth $28,964. This represents 0.01% of its overall portfolio holdings.

Number of Shares
147
Previous 147 -0.0%
Holding current value
$28,964
Previous $32,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$194.8 - $239.43 $1,363 - $1,676
7 Added 5.0%
147 $32,000
Q4 2023

Jan 10, 2024
SELL
$148.04 - $181.41 $1,184 - $1,451
-8 Reduced 5.41%
140 $25,000
Q3 2023

Oct 10, 2023
SELL
$158.36 - $176.97 $7,918 - $8,848
-50 Reduced 25.25%
148 $23,000
Q3 2022

Oct 07, 2022
BUY
$140.01 - $172.97 $8,120 - $10,032
58 Added 41.43%
198 $28,000
Q4 2020

Mar 10, 2021
BUY
$142.97 - $160.78 $20,015 - $22,509
140 New
140 $23,000

Others Institutions Holding XLY

# of Institutions
1,464
Shares Held
82.4M
Call Options Held
7.57M
Put Options Held
18.1M
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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