Signature Wealth Management Partners, LLC Select Sector Spdr Consumer Di Transaction History

Signature Wealth Management Partners, LLC

$123 Million
Q1 2024

A detailed history of Signature Wealth Management Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 3,337 shares of XLY stock, worth $638,868. This represents 0.5% of its overall portfolio holdings.

Number of Shares

3,337

Previous 3,351 0.42%

Holding current value

$638,868

Previous $599,000 2.34%

% of portfolio

0.5%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$170.9 - $185.02 $2,392 - $2,590	-14 Reduced 0.42%	3,337 $613,000
Q2 2023 Jul 24, 2023	SELL	$143.54 - $169.81 $15,789 - $18,679	-110 Reduced 3.18%	3,351 $569,000
Q1 2023 May 02, 2023	SELL	$128.39 - $156.16 $370,661 - $450,833	-2,887 Reduced 45.48%	3,461 $517,000
Q4 2022 Feb 03, 2023	BUY	$126.26 - $146.17 $66,665 - $77,177	528 Added 9.07%	6,348 $819,000
Q2 2022 Jul 22, 2022	SELL	N/A	-1,140 Reduced 16.38%	5,820 $800,000

Q4 2020 Feb 16, 2021	BUY	N/A	6,960 New	6,960 $1.12 Million

Others Institutions Holding XLY

# of Institutions

1,273

Shares Held

82.5M

Call Options Held

9.96M

Put Options Held

13.9M

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 Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.

Account

Signature Wealth Management Partners, LLC Select Sector Spdr Consumer Di Transaction History