Dynamic Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History

Dynamic Wealth Strategies, LLC

  • $117 Million
  • Q1 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,811 shares of XLY stock, worth $336,230. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,811
Previous 1,774 2.09%
Holding current value
$336,230
Previous $317 Million 99.9%
% of portfolio
0.28%
Previous 0.29%

Shares

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

May 15, 2024
BUY
$170.9 - $185.02 $6,323 - $6,845
37 Added 2.09%
1,811 $333,000
Q4 2023

Feb 13, 2024
BUY
$148.04 - $181.41 $262,622 - $321,821
1,774 New
1,774 $317 Million

Others Institutions Holding XLY

# of Institutions
1,269
Shares Held
80.7M
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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