Valeo Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 11,906 shares of XLY stock, worth $2.75 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,906
Previous 12,958 8.12%
Holding current value
$2.75 Million
Previous $2.82 Million 1.31%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 03, 2025
SELL
$216.09 - $242.18 $227,326 - $254,773
-1,052 Reduced 8.12%
11,906 $2.85 Million
Q2 2025

Sep 12, 2025
SELL
$176.34 - $218.59 $3.96 Million - $4.9 Million
-22,435 Reduced 63.39%
12,958 $2.82 Million
Q2 2025

Jul 22, 2025
BUY
$176.34 - $218.59 $460,423 - $570,738
2,611 Added 7.96%
35,393 $7.69 Million
Q1 2025

Apr 30, 2025
SELL
$192.6 - $233.2 $92,062 - $111,469
-478 Reduced 1.44%
32,782 $6.47 Million
Q4 2024

Jan 30, 2025
BUY
$194.8 - $239.43 $4.48 Million - $5.5 Million
22,986 Added 223.73%
33,260 $7.46 Million
Q3 2024

Oct 10, 2024
BUY
$170.05 - $200.86 $15,984 - $18,880
94 Added 0.92%
10,274 $2.06 Million
Q2 2024

Jul 10, 2024
BUY
$169.76 - $184.45 $177,568 - $192,934
1,046 Added 11.45%
10,180 $1.86 Million
Q1 2024

Apr 25, 2024
BUY
$170.9 - $185.02 $683 - $740
4 Added 0.04%
9,134 $1.68 Million
Q1 2024

Apr 19, 2024
BUY
$170.9 - $185.02 $103,565 - $112,122
606 Added 7.11%
9,130 $1.68 Million
Q4 2023

Jan 29, 2024
BUY
$148.04 - $181.41 $25,907 - $31,746
175 Added 2.1%
8,524 $1.52 Million
Q3 2023

Oct 19, 2023
BUY
$158.36 - $176.97 $4,117 - $4,601
26 Added 0.31%
8,349 $1.34 Million
Q2 2023

Jul 14, 2023
SELL
$143.54 - $169.81 $296,123 - $350,318
-2,063 Reduced 19.86%
8,323 $1.41 Million
Q1 2023

Apr 17, 2023
BUY
$128.39 - $156.16 $413,929 - $503,459
3,224 Added 45.02%
10,386 $1.55 Million
Q4 2022

Feb 09, 2023
BUY
$126.26 - $147.57 $127,396 - $148,898
1,009 Added 16.4%
7,162 $925,000
Q3 2022

Oct 31, 2022
BUY
$140.01 - $172.97 $48,583 - $60,020
347 Added 5.98%
6,153 $876,000
Q2 2022

Aug 03, 2022
SELL
$134.63 - $189.39 $729,021 - $1.03 Million
-5,415 Reduced 48.26%
5,806 $798,000
Q1 2022

Apr 28, 2022
BUY
$163.19 - $210.31 $412,217 - $531,243
2,526 Added 29.05%
11,221 $2.08 Million
Q4 2021

Jan 07, 2022
SELL
$179.37 - $211.42 $25,111 - $29,598
-140 Reduced 1.58%
8,695 $1.78 Million
Q3 2021

Nov 02, 2021
SELL
$175.93 - $185.89 $8,620 - $9,108
-49 Reduced 0.55%
8,835 $1.59 Million
Q2 2021

Jul 22, 2021
BUY
$166.65 - $179.87 $12,832 - $13,849
77 Added 0.87%
8,884 $1.59 Million
Q1 2021

Apr 12, 2021
SELL
$155.83 - $173.21 $3,428 - $3,810
-22 Reduced 0.25%
8,807 $1.48 Million
Q4 2020

Feb 11, 2021
SELL
$142.97 - $160.78 $179,141 - $201,457
-1,253 Reduced 12.43%
8,829 $1.42 Million
Q3 2020

Oct 28, 2020
SELL
$129.0 - $153.76 $282,252 - $336,426
-2,188 Reduced 17.83%
10,082 $1.48 Million
Q2 2020

Jul 20, 2020
BUY
$92.41 - $133.25 $12,382 - $17,855
134 Added 1.1%
12,270 $1.57 Million
Q1 2020

Apr 13, 2020
BUY
$87.45 - $132.32 $269,433 - $407,677
3,081 Added 34.03%
12,136 $1.29 Million
Q4 2019

Jan 24, 2020
BUY
$117.45 - $126.06 $8,104 - $8,698
69 Added 0.77%
9,055 $1.14 Million
Q3 2019

Oct 15, 2019
BUY
$119.52 - $123.67 $717 - $742
6 Added 0.07%
8,986 $1.09 Million
Q2 2019

Jul 10, 2019
BUY
N/A
1,044 Added 13.16%
8,980 $1.07 Million
Q1 2019

Apr 12, 2019
BUY
N/A
2,573 Added 47.98%
7,936 $904,000
Q4 2018

Jan 30, 2019
SELL
N/A
-489 Reduced 8.36%
5,363 $531,000
Q3 2018

Nov 01, 2018
BUY
N/A
294 Added 5.29%
5,852 $615,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,625 Added 41.32%
5,558 $624,000
Q1 2018

Apr 12, 2018
SELL
N/A
-1,204 Reduced 23.44%
3,933 $398,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,944 Added 60.88%
5,137 $507,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,193
3,193 $288,000

Others Institutions Holding XLY

# of Institutions
1,500
Shares Held
88.8M
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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