Sequent Planning LLC Select Sector Spdr Consumer Di Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sequent Planning LLC holds 7,562 shares of XLY stock, worth $1.49 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
7,562
Previous 4,958 52.52%
Holding current value
$1.49 Million
Previous $1.11 Billion 34.24%
% of portfolio
0.54%
Previous 0.41%

Shares

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

May 13, 2025
BUY
$192.6 - $233.2 $501,530 - $607,252
2,604 Added 52.52%
7,562 $1.49 Billion
Q4 2024

Feb 11, 2025
BUY
$194.8 - $239.43 $204,929 - $251,880
1,052 Added 26.93%
4,958 $1.11 Billion
Q3 2024

Nov 14, 2024
BUY
$170.05 - $200.86 $116,654 - $137,789
686 Added 21.3%
3,906 $783 Million
Q2 2024

Aug 12, 2024
BUY
$169.76 - $184.45 $35,989 - $39,103
212 Added 7.05%
3,220 $589 Million
Q1 2024

May 14, 2024
BUY
$170.9 - $185.02 $514,067 - $556,540
3,008 New
3,008 $553 Million

Others Institutions Holding XLY

# of Institutions
1,411
Shares Held
83.1M
Call Options Held
6.96M
Put Options Held
16.1M
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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