A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 242 shares of XLY stock, worth $52,780. This represents 0.01% of its overall portfolio holdings.

Number of Shares
242
Previous 268 9.7%
Holding current value
$52,780
Previous $45.7 Million 6.05%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$170.05 - $200.86 $4,421 - $5,222
-26 Reduced 9.7%
242 $48.5 Million
Q2 2024

Aug 13, 2024

BUY
$169.76 - $184.45 $848 - $922
5 Added 1.9%
268 $45.7 Million
Q1 2024

May 07, 2024

BUY
$170.9 - $185.02 $3,418 - $3,700
20 Added 8.23%
263 $46.6 Million
Q4 2023

Feb 12, 2024

BUY
$148.04 - $181.41 $7,698 - $9,433
52 Added 27.23%
243 $43.5 Million
Q2 2023

Aug 15, 2023

SELL
$143.54 - $169.81 $8,038 - $9,509
-56 Reduced 22.67%
191 $32.4 Million
Q4 2022

Feb 14, 2023

BUY
$126.26 - $147.57 $31,186 - $36,449
247 New
247 $33.5 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.