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

Modern Wealth Management, LLC

$3.78 Billion
Q2 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 1,337 shares of XLY stock, worth $310,745. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,337

Previous 1,218 9.77%

Holding current value

$310,745

Previous $240,000 20.83%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$176.34 - $218.59 $20,984 - $26,012	119 Added 9.77%	1,337 $290,000
Q1 2025 May 30, 2025	BUY	$192.6 - $233.2 $192 - $233	1 Added 0.08%	1,218 $240,000
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

1,460

Shares Held

86.6M

Call Options Held

6.62M

Put Options Held

11.4M

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