Planwiser Financial, LLC Select Sector Spdr Consumer Di Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Planwiser Financial, LLC holds 10,405 shares of XLY stock, worth $2.4 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
10,405
Previous 13,440 22.58%
Holding current value
$2.4 Million
Previous $3.04 Billion 17.11%
% of portfolio
2.0%
Previous 2.59%

Shares

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

Nov 12, 2025
SELL
$216.09 - $242.18 $655,833 - $735,016
-3,035 Reduced 22.58%
10,405 $2.52 Billion
Q2 2025

Aug 13, 2025
BUY
$176.34 - $218.59 $492,341 - $610,303
2,792 Added 26.22%
13,440 $3.04 Billion
Q1 2025

May 08, 2025
BUY
$192.6 - $233.2 $2.05 Million - $2.48 Million
10,648 New
10,648 $2.12 Billion

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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