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 $117,119. This represents 0.11% of its overall portfolio holdings.

Number of Shares
537
Previous 243 120.99%
Holding current value
$117,119
Previous $39,000 146.15%
% of portfolio
0.11%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$148.04 - $181.41 $43,523 - $53,334
294 Added 120.99%
537 $96,000
Q3 2023

Nov 17, 2023
BUY
$158.36 - $176.97 $38,481 - $43,003
243 New
243 $39,000

Others Institutions Holding XLY

# of Institutions
1,294
Shares Held
76.7M
Call Options Held
7.35M
Put Options Held
18M
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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