Brown Miller Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Brown Miller Wealth Management, LLC

  • $227 Million
  • Q1 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 2,763 shares of XLY stock, worth $525,025. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,763
Previous 2,769 0.22%
Holding current value
$525,025
Previous $495,000 2.63%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Apr 17, 2024
SELL
$170.9 - $185.02 $1,025 - $1,110
-6 Reduced 0.22%
2,763 $508,000
Q3 2023

Oct 17, 2023
BUY
$158.36 - $176.97 $438,498 - $490,029
2,769 New
2,769 $445,000
Q1 2022

Apr 14, 2022
SELL
N/A
-2,385 Closed
0 $0
Q4 2021

Jan 25, 2022
SELL
N/A
-119 Reduced 4.75%
2,385 $487,000
Q3 2021

Oct 20, 2021
BUY
N/A
368 Added 17.23%
2,504 $449,000
Q2 2021

Jul 26, 2021
BUY
N/A
637 Added 42.49%
2,136 $381,000
Q1 2021

Apr 21, 2021
SELL
N/A
-2,196 Reduced 59.43%
1,499 $252,000
Q4 2020

Jan 26, 2021
BUY
N/A
3,695 New
3,695 $594,000

Others Institutions Holding XLY

# of Institutions
1,271
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
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