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

Private Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2025

A detailed history of Private Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Private Wealth Partners, LLC holds 1,754 shares of XLY stock, worth $391,492. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,754
Previous 1,710 2.57%
Holding current value
$391,492
Previous $383,000 9.66%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$192.6 - $233.2 $8,474 - $10,260
44 Added 2.57%
1,754 $346,000
Q4 2023

Feb 02, 2024
BUY
$148.04 - $181.41 $52,406 - $64,219
354 Added 26.11%
1,710 $305,000
Q1 2023

May 03, 2023
BUY
$128.39 - $156.16 $174,096 - $211,752
1,356 New
1,356 $202,000
Q1 2021

May 04, 2021
SELL
$155.83 - $173.21 $211,305 - $234,872
-1,356 Closed
0 $0
Q4 2020

Feb 03, 2021
BUY
$142.97 - $160.78 $193,867 - $218,017
1,356 New
1,356 $218,000

Others Institutions Holding XLY

# of Institutions
1,434
Shares Held
115M
Call Options Held
6.96M
Put Options Held
16M
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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