Phillips Wealth Planners LLC Select Sector Spdr Consumer Di Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,362 shares of XLY stock, worth $739,774. This represents 0.64% of its overall portfolio holdings.

Number of Shares

3,362

Previous 3,270 2.81%

Holding current value

$739,774

Previous $626 Million 6.82%

% of portfolio

0.64%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$170.05 - $200.86 $15,644 - $18,479	92 Added 2.81%	3,362 $669 Million
Q2 2024 Aug 02, 2024	BUY	$169.76 - $184.45 $1,527 - $1,660	9 Added 0.28%	3,270 $626 Million
Q1 2024 Apr 29, 2024	BUY	$170.9 - $185.02 $29,907 - $32,378	175 Added 5.67%	3,261 $565 Million
Q4 2023 Feb 12, 2024	SELL	$148.04 - $181.41 $12,731 - $15,601	-86 Reduced 2.71%	3,086 $535 Million
Q3 2023 Oct 30, 2023	SELL	$158.36 - $176.97 $28,979 - $32,385	-183 Reduced 5.45%	3,172 $489 Million
Q2 2023 Jul 26, 2023	SELL	$143.54 - $169.81 $17,655 - $20,886	-123 Reduced 3.54%	3,355 $570 Million
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $1,412 - $1,717	11 Added 0.32%	3,478 $509 Million
Q4 2022 Feb 14, 2023	BUY	$126.26 - $147.57 $437,743 - $511,625	3,467 New	3,467 $521 Million

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Phillips Wealth Planners LLC Select Sector Spdr Consumer Di Transaction History