Straight Path Wealth Management Select Sector Spdr Consumer Di Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Straight Path Wealth Management holds 1,116 shares of XLY stock, worth $265,451. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,116
Previous 1,114
0.18%
Holding current value
$265,451
Previous $219,000
10.5%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,436Shares Held
117MCall Options Held
6.62MPut Options Held
11.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$7.42 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC19.3MShares$4.59 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.29 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.23MShares$1.24 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$639 Million0.12% of portfolio