Fsm Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 948 shares of XLY stock, worth $217,253. This represents 0.05% of its overall portfolio holdings.

Number of Shares

948

Holding current value

$217,253

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$194.8 - $239.43 $184,670 - $226,979	948 New	948 $212,000

Others Institutions Holding XLY

# of Institutions

1,367

Shares Held

76.6M

Call Options Held

7.35M

Put Options Held

17.7M

Bank Of America Corp Charlotte, NC

19M
Shares

$4.35 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

4.34M
Shares

$995 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.42M
Shares

$784 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.82M
Shares

$647 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.6M
Shares

$595 Million
0.17% of portfolio

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History