Wealth Architects, LLC Select Sector Spdr Consumer Di Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wealth Architects, LLC holds 1,899 shares of XLY stock, worth $386,180. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,899

Previous 1,199 58.38%

Holding current value

$386,180

Previous $240,000 77.5%

% of portfolio

0.05%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$194.8 - $239.43 $136,360 - $167,601	700 Added 58.38%	1,899 $426,000
Q1 2024 May 13, 2024	SELL	$170.9 - $185.02 $683 - $740	-4 Reduced 0.33%	1,199 $220,000
Q4 2023 Feb 14, 2024	SELL	$148.04 - $181.41 $6,217 - $7,619	-42 Reduced 3.37%	1,203 $215,000
Q3 2023 Nov 09, 2023	BUY	$158.36 - $176.97 $197,158 - $220,327	1,245 New	1,245 $200,000
Q2 2022 Jul 29, 2022	SELL	$134.63 - $189.39 $153,612 - $216,093	-1,141 Closed	0 $0
Q1 2022 May 17, 2022	SELL	$163.19 - $210.31 $3,753 - $4,837	-23 Reduced 1.98%	1,141 $211,000
Q4 2021 Jan 19, 2022	BUY	$179.37 - $211.42 $1,076 - $1,268	6 Added 0.52%	1,164 $238,000
Q3 2021 Nov 09, 2021	BUY	$175.93 - $185.89 $203,726 - $215,260	1,158 New	1,158 $0

Others Institutions Holding XLY

# of Institutions

1,462

Shares Held

82.4M

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

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Wealth Architects, LLC Select Sector Spdr Consumer Di Transaction History