Eagle Ridge Investment Management Select Sector Spdr Consumer Di Transaction History
Eagle Ridge Investment Management
- $1.13 Billion
- Q4 2024
A detailed history of Eagle Ridge Investment Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Eagle Ridge Investment Management holds 2,231 shares of XLY stock, worth $458,849. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,231
Previous 2,654
15.94%
Holding current value
$458,849
Previous $531,000
5.84%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding XLY
# of Institutions
1,458Shares Held
82.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.82 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$767 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$609 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$549 Million0.2% of portfolio