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

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,004 shares of XLY stock, worth $462,703. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,004
Previous 904 121.68%
Holding current value
$462,703
Previous $217 Million 10.46%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$228.75 - $242.18 $251,625 - $266,398
1,100 Added 121.68%
2,004 $239 Million
Q3 2025

Oct 14, 2025
BUY
$216.09 - $242.18 $195,345 - $218,930
904 New
904 $217 Million
Q4 2023

Jan 18, 2024
BUY
$148.04 - $181.41 $267,804 - $328,170
1,809 New
1,809 $323 Million

Others Institutions Holding XLY

# of Institutions
1,498
Shares Held
88.4M
Call Options Held
5.17M
Put Options Held
12.2M
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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