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

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 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 3,361 shares of XLY stock, worth $776,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,361
Previous 2,898 15.98%
Holding current value
$776,021
Previous $629,000 27.98%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$216.09 - $242.18 $100,049 - $112,129
463 Added 15.98%
3,361 $805,000
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
1,497
Shares Held
88.1M
Call Options Held
5.17M
Put Options Held
12.2M
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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