Ulrich Consultants & Investment Group, LLC Select Sector Spdr Consumer Di Transaction History

Ulrich Consultants & Investment Group, LLC

$41.4 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$140.01 - $172.97 $58,104 - $71,782	-415 Reduced 0.99%	41,397 $5.9 Million
Q2 2022 Aug 11, 2022	BUY	$134.63 - $189.39 $5.63 Million - $7.92 Million	41,812 New	41,812 $5.75 Million

Others Institutions Holding XLY

# of Institutions

1,432

Shares Held

116M

Call Options Held

6.8M

Put Options Held

15.8M

Kingstone Capital Partners Texas, LLC Frisco, TX

31.2M
Shares

$6.98 Billion
0.88% of portfolio
Bank Of America Corp Charlotte, NC

19.5M
Shares

$4.36 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

5.44M
Shares

$1.22 Billion
0.08% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$982 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.96M
Shares

$663 Million
0.14% of portfolio

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 Ulrich Consultants & Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulrich Consultants & Investment Group, LLC with notifications on news.

Account