Big Sur Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Big Sur Wealth Management LLC

  • $311 Million
  • Q1 2024

A detailed history of Big Sur Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 2,785 shares of XLY stock, worth $527,200. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,785
Holding current value
$527,200
% of portfolio
0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 21, 2024
BUY
$170.9 - $185.02 $475,956 - $515,280
2,785 New
2,785 $512,000
Q1 2022

May 05, 2022
BUY
N/A
250 New
250 $46,000
Q4 2017

Feb 01, 2018
SELL
N/A
-2,640 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,640
2,640 $241,000

Others Institutions Holding XLY

# of Institutions
1,267
Shares Held
82.5M
Call Options Held
9.96M
Put Options Held
13.9M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email