Aafmaa Wealth Management & Trust LLC Select Sector Spdr Consumer Di Transaction History

Aafmaa Wealth Management & Trust LLC

$215 Million
Q1 2025

A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 10,063 shares of XLY stock, worth $2.21 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

10,063

Previous 4,244 137.11%

Holding current value

$2.21 Million

Previous $952,000 108.19%

% of portfolio

0.92%

Previous 0.42%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$192.6 - $233.2 $1.12 Million - $1.36 Million	5,819 Added 137.11%	10,063 $1.98 Million
Q4 2024 Jan 13, 2025	BUY	$194.8 - $239.43 $12,467 - $15,323	64 Added 1.53%	4,244 $952,000
Q3 2024 Oct 16, 2024	BUY	$170.05 - $200.86 $441,959 - $522,035	2,599 Added 164.39%	4,180 $837,000
Q2 2024 Jul 19, 2024	BUY	$169.76 - $184.45 $268,390 - $291,615	1,581 New	1,581 $288,000

Others Institutions Holding XLY

# of Institutions

1,413

Shares Held

83.3M

Call Options Held

6.96M

Put Options Held

16.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aafmaa Wealth Management & Trust LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aafmaa Wealth Management & Trust LLC with notifications on news.

Account

Aafmaa Wealth Management & Trust LLC Select Sector Spdr Consumer Di Transaction History