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

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

19M
Shares

$4.45 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

4.34M
Shares

$1.02 Billion
0.07% of portfolio
Morgan Stanley New York, NY

3.42M
Shares

$802 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.82M
Shares

$662 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.6M
Shares

$609 Million
0.17% 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