Spartan Planning & Wealth Management Select Sector Spdr Consumer Di Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 537 shares of XLY stock, worth $106,417. This represents 0.11% of its overall portfolio holdings.
Number of Shares
537
Previous 243
120.99%
Holding current value
$106,417
Previous $39,000
146.15%
% of portfolio
0.11%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XLY
# of Institutions
1,269Shares Held
81.8MCall Options Held
5.83MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC20.9MShares$4.15 Billion0.34% of portfolio
-
Barclays PLC London, X05.55MShares$1.1 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY4.13MShares$818 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.67MShares$727 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.84MShares$562 Million0.13% of portfolio