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

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

A detailed history of Partners Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Partners Wealth Management, LLC holds 3,214 shares of XLY stock, worth $633,993. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,214
Previous 3,306 2.78%
Holding current value
$633,993
Previous $742 Million 14.43%
% of portfolio
0.72%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$192.6 - $233.2 $17,719 - $21,454
-92 Reduced 2.78%
3,214 $635 Million
Q4 2024

Feb 04, 2025
BUY
$194.8 - $239.43 $644,008 - $791,555
3,306 New
3,306 $742 Million

Others Institutions Holding XLY

# of Institutions
1,411
Shares Held
83.1M
Call Options Held
6.96M
Put Options Held
16.1M
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 Partners Wealth Management, LLC Portfolio

Follow Partners 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 Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email