Phillips Wealth Planners LLC Select Sector Spdr Consumer Di Transaction History

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 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 3,278 shares of XLY stock, worth $759,840. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,278
Previous 3,362 2.5%
Holding current value
$759,840
Previous $669 Million 8.24%
% of portfolio
0.72%
Previous 0.64%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$194.8 - $239.43 $16,363 - $20,112
-84 Reduced 2.5%
3,278 $724 Million
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
1,362
Shares Held
76.5M
Call Options Held
7.35M
Put Options Held
17.7M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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