Wealth Architects, LLC Select Sector Spdr Consumer Di Transaction History

Wealth Architects, LLC

  • $963 Million
  • Q3 2025

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 2,014 shares of XLY stock, worth $465,012. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,014
Previous 2,014 -0.0%
Holding current value
$465,012
Previous $437,000 10.3%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$192.6 - $233.2 $321,256 - $388,977
-1,668 Reduced 45.3%
2,014 $397,000
Q1 2025

May 12, 2025
BUY
$192.6 - $233.2 $343,405 - $415,795
1,783 Added 93.89%
3,682 $727,000
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
1,500
Shares Held
88.9M
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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