Private Wealth Group, LLC Select Sector Spdr Consumer Di Transaction History

Private Wealth Group, LLC

  • $199 Million
  • Q4 2024

A detailed history of Private Wealth Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Private Wealth Group, LLC holds 1,778 shares of XLY stock, worth $407,464. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,778
Previous 1,778 -0.0%
Holding current value
$407,464
Previous $356,000 11.8%
% of portfolio
0.2%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$170.9 - $185.02 $68,872 - $74,563
-403 Reduced 18.48%
1,778 $326,000
Q3 2023

Nov 14, 2023
BUY
$158.36 - $176.97 $63,819 - $71,318
403 Added 22.67%
2,181 $351,000
Q2 2022

Jul 13, 2022
BUY
$134.63 - $189.39 $239,372 - $336,735
1,778 New
1,778 $244,000

Others Institutions Holding XLY

# of Institutions
1,367
Shares Held
76.6M
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
Track This Portfolio

Track Private Wealth Group, LLC Portfolio

Follow Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email