Smallwood Wealth Investment Management, LLC Select Sector Spdr Consumer Di Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 80 shares of XLY stock, worth $18,593. This represents 0.01% of its overall portfolio holdings.
Number of Shares
80
Previous 80
-0.0%
Holding current value
$18,593
Previous $17,000
11.76%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,450Shares Held
86.3MCall Options Held
6.62MPut Options Held
11.4M-
Bank Of America Corp Charlotte, NC19.3MShares$4.49 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.26 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.23MShares$1.21 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$624 Million0.12% of portfolio
-
Envestnet Asset Management Inc2.26MShares$524 Million0.15% of portfolio