Modern Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,217 shares of XLY stock, worth $260,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,217

Previous 1,216 0.08%

Holding current value

$260,194

Previous $275 Million 12.73%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$192.6 - $233.2 $192 - $233	1 Added 0.08%	1,217 $240 Million
Q4 2024 May 30, 2025	SELL	$194.8 - $239.43 $389 - $478	-2 Reduced 0.16%	1,215 $272,000
Q4 2024 May 29, 2025	SELL	$194.8 - $239.43 $389 - $478	-2 Reduced 0.16%	1,215 $272,000
Q4 2024 Feb 11, 2025	BUY	$194.8 - $239.43 $389 - $478	2 Added 0.16%	1,216 $275 Million
Q3 2024 May 30, 2025	SELL	$170.05 - $200.86 $510 - $602	-3 Reduced 0.25%	1,214 $243,000
Q3 2024 May 29, 2025	SELL	$170.05 - $200.86 $510 - $602	-3 Reduced 0.25%	1,214 $243,000
Q3 2024 Nov 05, 2024	BUY	$170.05 - $200.86 $170 - $200	1 Added 0.08%	1,214 $243 Million
Q2 2024 May 29, 2025	SELL	$169.76 - $184.45 $679 - $737	-4 Reduced 0.33%	1,213 $221,000
Q2 2024 Aug 07, 2024	BUY	$169.76 - $184.45 $205,918 - $223,737	1,213 New	1,213 $221 Million

Others Institutions Holding XLY

# of Institutions

1,413

Shares Held

83.4M

Call Options Held

6.96M

Put Options Held

16.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Modern Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History