Peak Retirement Planning, Inc. Select Sector Spdr Consumer Di Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 45,939 shares of XLY stock, worth $10.6 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
45,939
Previous 34,401
33.54%
Holding current value
$10.6 Million
Previous $7.48 Billion
47.25%
% of portfolio
3.1%
Previous 3.02%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,502Shares Held
88.1MCall Options Held
5.19MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio