Wellspring Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Wellspring Financial Advisors, LLC

$633 Billion
Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 107,536 shares of XLY stock, worth $19.6 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

107,536

Previous 63,698 68.82%

Holding current value

$19.6 Million

Previous $11.4 Billion 73.62%

% of portfolio

3.12%

Previous 2.83%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$170.9 - $185.02 $7.49 Million - $8.11 Million	43,838 Added 68.82%	107,536 $19.8 Billion
Q4 2023 Feb 13, 2024	BUY	$148.04 - $181.41 $9.43 Million - $11.6 Million	63,698 New	63,698 $11.4 Billion

Others Institutions Holding XLY

# of Institutions

1,265

Shares Held

82.5M

Call Options Held

9.96M

Put Options Held

13.9M

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About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Wellspring Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History