Premier Path Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Premier Path Wealth Partners, LLC

$656 Billion
Q4 2024

A detailed history of Premier Path Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 45,551 shares of XLY stock, worth $8.99 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

45,551

Previous 48,041 5.18%

Holding current value

$8.99 Million

Previous $9.63 Billion 6.17%

% of portfolio

1.56%

Previous 1.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$194.8 - $239.43 $485,052 - $596,180	-2,490 Reduced 5.18%	45,551 $10.2 Billion
Q3 2024 Oct 15, 2024	BUY	$170.05 - $200.86 $426,315 - $503,556	2,507 Added 5.51%	48,041 $9.63 Billion
Q2 2024 Jul 24, 2024	BUY	$169.76 - $184.45 $58,397 - $63,450	344 Added 0.76%	45,534 $8.31 Billion
Q1 2024 Apr 24, 2024	BUY	$170.9 - $185.02 $1.19 Million - $1.29 Million	6,991 Added 18.3%	45,190 $8.31 Billion
Q4 2023 Jan 12, 2024	BUY	$148.04 - $181.41 $5.65 Million - $6.93 Million	38,199 New	38,199 $6.92 Billion

Others Institutions Holding XLY

# of Institutions

1,462

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

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 Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Account

Premier Path Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History