Circle Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025

A detailed history of Circle Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Circle Wealth Management, LLC holds 2,898 shares of XLY stock, worth $673,553. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,898
Previous 1,607 80.34%
Holding current value
$673,553
Previous $317,000 98.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$176.34 - $218.59 $227,654 - $282,199
1,291 Added 80.34%
2,898 $629,000
Q4 2024

Feb 14, 2025
BUY
$194.8 - $239.43 $313,043 - $384,764
1,607 New
1,607 $360,000

Others Institutions Holding XLY

# of Institutions
1,460
Shares Held
86.6M
Call Options Held
6.62M
Put Options Held
11.4M
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 Circle Wealth Management, LLC Portfolio

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

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email