A detailed history of Atwood & Palmer Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Atwood & Palmer Inc holds 14 shares of XLY stock, worth $3,132. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14
Previous 29 51.72%
Holding current value
$3,132
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025

SELL
$176.34 - $218.59 $2,645 - $3,278
-15 Reduced 51.72%
14 $3,000
Q3 2024

Oct 07, 2024

SELL
$170.05 - $200.86 $510 - $602
-3 Reduced 9.38%
29 $5,000
Q2 2024

Jul 10, 2024

BUY
$169.76 - $184.45 $5,432 - $5,902
32 New
32 $5,000
Q4 2019

Feb 05, 2020

SELL
$117.45 - $126.06 $7,047 - $7,563
-60 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
N/A
60 New
60 $6,000
Q3 2018

Oct 29, 2018

SELL
N/A
-6 Closed
0 $0
Q2 2018

Jul 19, 2018

BUY
N/A
6 New
6 $1,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Atwood & Palmer Inc Portfolio

Follow Atwood & Palmer Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.