Castle Rock Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Castle Rock Wealth Management, LLC

  • $386 Million
  • Q2 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 936 shares of XLY stock, worth $209,458. This represents 0.05% of its overall portfolio holdings.

Number of Shares
936
Holding current value
$209,458
% of portfolio
0.05%

Shares

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

Jul 23, 2025
BUY
$176.34 - $218.59 $165,054 - $204,600
936 New
936 $203,000
Q4 2024

Mar 05, 2025
BUY
$194.8 - $239.43 $186,813 - $229,613
959 New
959 $215,000

Others Institutions Holding XLY

# of Institutions
1,432
Shares Held
116M
Call Options Held
6.8M
Put Options Held
15.8M
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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