Wealthcare Advisory Partners LLC Select Sector Spdr Consumer Di Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,008 shares of XLY stock, worth $865,567. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,008

Previous 1,850 116.65%

Holding current value

$865,567

Previous $370,000 142.97%

% of portfolio

0.03%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$194.8 - $239.43 $420,378 - $516,689	2,158 Added 116.65%	4,008 $899,000
Q3 2024 Nov 04, 2024	SELL	$170.05 - $200.86 $554,873 - $655,406	-3,263 Reduced 63.82%	1,850 $370,000
Q2 2024 Aug 09, 2024	BUY	$169.76 - $184.45 $214,916 - $233,513	1,266 Added 32.91%	5,113 $932,000
Q1 2024 Apr 15, 2024	SELL	$170.9 - $185.02 $61,011 - $66,052	-357 Reduced 8.49%	3,847 $707,000
Q4 2023 Feb 06, 2024	BUY	$148.04 - $181.41 $622,360 - $762,647	4,204 New	4,204 $751,000
Q2 2023 Jul 17, 2023	SELL	$143.54 - $169.81 $82,679 - $97,810	-576 Reduced 29.89%	1,351 $229,000
Q1 2023 May 04, 2023	BUY	$128.39 - $156.16 $48,274 - $58,716	376 Added 24.24%	1,927 $288,000
Q4 2022 Feb 13, 2023	SELL	$126.26 - $147.57 $19,065 - $22,283	-151 Reduced 8.87%	1,551 $200,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $109,907 - $135,781	-785 Reduced 31.56%	1,702 $242,000
Q2 2022 Aug 15, 2022	BUY	$134.63 - $189.39 $96,798 - $136,171	719 Added 40.67%	2,487 $342,000
Q1 2022 Apr 15, 2022	SELL	$163.19 - $210.31 $167,596 - $215,988	-1,027 Reduced 36.74%	1,768 $327,000
Q4 2021 Feb 11, 2022	BUY	$179.37 - $211.42 $213,091 - $251,166	1,188 Added 73.93%	2,795 $0
Q3 2021 Nov 15, 2021	BUY	$175.93 - $185.89 $71,779 - $75,843	408 Added 34.03%	1,607 $288,000
Q2 2021 Aug 16, 2021	SELL	$166.65 - $179.87 $157,817 - $170,336	-947 Reduced 44.13%	1,199 $214,000
Q1 2021 Apr 30, 2021	BUY	$155.83 - $173.21 $120,456 - $133,891	773 Added 56.3%	2,146 $361,000
Q4 2020 Feb 12, 2021	SELL	$142.97 - $160.78 $135,678 - $152,580	-949 Reduced 40.87%	1,373 $221,000
Q3 2020 Oct 29, 2020	BUY	$129.0 - $153.76 $299,538 - $357,030	2,322 New	2,322 $341,000
Q2 2020 Jul 29, 2020	SELL	$92.41 - $133.25 $133,902 - $193,079	-1,449 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$87.45 - $132.32 $83,864 - $126,894	-959 Reduced 39.83%	1,449 $142,000
Q4 2019 Jan 29, 2020	SELL	$117.45 - $126.06 $22,785 - $24,455	-194 Reduced 7.46%	2,408 $302,000
Q3 2019 Oct 17, 2019	BUY	$119.52 - $123.67 $187,407 - $193,914	1,568 Added 151.64%	2,602 $314,000
Q2 2019 Jul 30, 2019	BUY	N/A	148 Added 16.7%	1,034 $123,000
Q1 2019 May 13, 2019	BUY	N/A	1 Added 0.11%	886 $101,000
Q4 2018 Feb 14, 2019	BUY	N/A	27 Added 3.15%	885 $88,000
Q3 2018 Nov 14, 2018	BUY	N/A	1 Added 0.12%	858 $101,000
Q2 2018 Aug 14, 2018	BUY	N/A	340 Added 65.76%	857 $94,000
Q1 2018 May 15, 2018	BUY	N/A	45 Added 9.53%	517 $52,000
Q4 2017 Feb 14, 2018	BUY	N/A	64 Added 15.69%	472 $47,000
Q3 2017 Nov 15, 2017	BUY	N/A	408	408 $37,000

Others Institutions Holding XLY

# of Institutions

1,451

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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Wealthcare Advisory Partners LLC Select Sector Spdr Consumer Di Transaction History