Pinnacle Wealth Management Advisory Group, LLC Select Sector Spdr Consumer Di Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$134.63 - $189.39 $631,145 - $887,860	-4,688 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$163.19 - $210.31 $765,034 - $985,933	4,688 New	4,688 $867,000

Others Institutions Holding XLY

# of Institutions

1,276

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

Bank Of America Corp Charlotte, NC

20.9M
Shares

$4.18 Billion
0.34% of portfolio
Barclays PLC London, X0

5.55M
Shares

$1.11 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

4.13M
Shares

$824 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.67M
Shares

$733 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.84M
Shares

$567 Million
0.13% of portfolio

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account