Tempus Wealth Planning, LLC Select Sector Spdr Consumer Di Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 2,779 shares of XLY stock, worth $548,046. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,779

Previous 2,779 -0.0%

Holding current value

$548,046

Previous $556,000 12.05%

% of portfolio

0.21%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$169.76 - $184.45 $15,617 - $16,969	92 Added 3.42%	2,779 $506,000
Q1 2024 Apr 19, 2024	BUY	$170.9 - $185.02 $3,247 - $3,515	19 Added 0.71%	2,687 $494,000
Q4 2023 Jan 23, 2024	SELL	$148.04 - $181.41 $12,139 - $14,875	-82 Reduced 2.98%	2,668 $477,000
Q4 2022 Feb 09, 2023	SELL	$126.26 - $147.57 $10,858 - $12,691	-86 Reduced 3.03%	2,750 $355,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $20,021 - $24,734	-143 Reduced 4.8%	2,836 $404,000
Q1 2022 May 06, 2022	SELL	$163.19 - $210.31 $260,288 - $335,444	-1,595 Reduced 34.87%	2,979 $551,000
Q2 2021 Aug 12, 2021	BUY	$166.65 - $179.87 $762,257 - $822,725	4,574 New	4,574 $817,000

Others Institutions Holding XLY

# of Institutions

1,462

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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Tempus Wealth Planning, LLC Select Sector Spdr Consumer Di Transaction History