Lodestone Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Lodestone Wealth Management LLC

  • $190 Billion
  • Q2 2024

A detailed history of Lodestone Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,485 shares of XLY stock, worth $294,282. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,485
Previous 1,388 6.99%
Holding current value
$294,282
Previous $255 Million 6.12%
% of portfolio
0.14%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$169.76 - $184.45 $16,466 - $17,891
97 Added 6.99%
1,485 $271 Million
Q1 2024

Apr 30, 2024
BUY
$170.9 - $185.02 $8,203 - $8,880
48 Added 3.58%
1,388 $255 Million
Q4 2023

Jan 24, 2024
BUY
$148.04 - $181.41 $10,954 - $13,424
74 Added 5.85%
1,340 $240 Million
Q3 2023

Oct 20, 2023
BUY
$158.36 - $176.97 $200,483 - $224,044
1,266 New
1,266 $204 Million

Others Institutions Holding XLY

# of Institutions
1,269
Shares Held
81.7M
Call Options Held
5.83M
Put Options Held
12.5M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email