Valeo Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 35,393 shares of XLY stock, worth $7.92 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,393
Previous 32,782
7.96%
Holding current value
$7.92 Million
Previous $6.47 Million
18.82%
% of portfolio
0.02%
Previous 0.15%
Shares
33 transactions
Others Institutions Holding XLY
# of Institutions
1,432Shares Held
116MCall Options Held
6.8MPut Options Held
15.8M-
Kingstone Capital Partners Texas, LLC Frisco, TX31.2MShares$6.98 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC19.5MShares$4.36 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.22 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.39MShares$982 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$663 Million0.14% of portfolio