Iron Bridge Private Wealth, LLC Select Sector Spdr Consumer Di Transaction History

Iron Bridge Private Wealth, LLC

$260 Million
Q4 2024

A detailed history of Iron Bridge Private Wealth, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 11,962 shares of XLY stock, worth $2.36 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

11,962

Holding current value

$2.36 Million

% of portfolio

1.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$194.8 - $239.43 $2.33 Million - $2.86 Million	11,962 New	11,962 $2.68 Million
Q2 2023 Aug 08, 2023	BUY	$143.54 - $169.81 $2.97 Million - $3.51 Million	20,699 New	20,699 $3.51 Million
Q1 2022 May 16, 2022	SELL	$163.19 - $210.31 $51,731 - $66,668	-317 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$179.37 - $211.42 $56,860 - $67,020	317 New	317 $65,000

Others Institutions Holding XLY

# of Institutions

1,442

Shares Held

81.2M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Iron Bridge Private Wealth, LLC Select Sector Spdr Consumer Di Transaction History