Org Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Org Wealth Partners, LLC holds 31 shares of XLY stock, worth $6,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,855

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$170.05 - $200.86 $5,271 - $6,226	31 New	31 $6.21 Million

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

19M
Shares

$4.2 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

4.34M
Shares

$960 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.42M
Shares

$757 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.82M
Shares

$624 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.6M
Shares

$574 Million
0.17% of portfolio

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Org Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History