Talisman Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 1,584 shares of XLY stock, worth $365,729. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,584
Previous 1,610 1.61%
Holding current value
$365,729
Previous $349,000 8.6%
% of portfolio
0.32%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$216.09 - $242.18 $5,618 - $6,296
-26 Reduced 1.61%
1,584 $379,000
Q2 2025

Aug 14, 2025
SELL
$176.34 - $218.59 $11,991 - $14,864
-68 Reduced 4.05%
1,610 $349,000
Q1 2025

May 14, 2025
SELL
$192.6 - $233.2 $40,253 - $48,738
-209 Reduced 11.08%
1,678 $331,000
Q3 2024

Nov 14, 2024
SELL
$170.05 - $200.86 $6,121 - $7,230
-36 Reduced 1.87%
1,887 $378,000
Q2 2024

Aug 14, 2024
SELL
$169.76 - $184.45 $3,395 - $3,689
-20 Reduced 1.03%
1,923 $350,000
Q1 2024

May 15, 2024
SELL
$170.9 - $185.02 $10,254 - $11,101
-60 Reduced 3.0%
1,943 $357,000
Q4 2023

Feb 13, 2024
SELL
$148.04 - $181.41 $11,547 - $14,149
-78 Reduced 3.75%
2,003 $358,000
Q3 2023

Nov 13, 2023
BUY
$158.36 - $176.97 $158 - $176
1 Added 0.05%
2,081 $334,000
Q2 2023

Aug 10, 2023
SELL
$143.54 - $169.81 $14,928 - $17,660
-104 Reduced 4.76%
2,080 $353,000
Q1 2023

May 11, 2023
BUY
$128.39 - $156.16 $39,544 - $48,097
308 Added 16.42%
2,184 $327,000
Q4 2022

Feb 15, 2023
BUY
$126.26 - $147.57 $236,863 - $276,841
1,876 New
1,876 $242,000

Others Institutions Holding XLY

# of Institutions
1,497
Shares Held
88.1M
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
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