Kaizen Financial Strategies Select Sector Spdr Consumer Di Transaction History
Kaizen Financial Strategies
- $162 Million
- Q1 2025
A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,069 shares of XLY stock, worth $240,386. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,069
Previous 1,117
4.3%
Holding current value
$240,386
Previous $250,000
16.0%
% of portfolio
0.13%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding XLY
# of Institutions
1,418Shares Held
115MCall Options Held
6.96MPut Options Held
16.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$7.01 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC19.5MShares$4.38 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.22 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$987 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$666 Million0.14% of portfolio