Wilbanks Smith & Thomas Asset Management LLC Select Sector Spdr Consumer Di Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$128.39 - $156.16 $256,394 - $311,851	1,997 New	1,997 $298,000
Q4 2018 Feb 08, 2019	SELL	N/A	-105 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	105 New	105 $12,000
Q4 2017 Feb 07, 2018	SELL	N/A	-5,553 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	1,958 Added 54.46%	5,553 $500,000
Q2 2017 Aug 15, 2017	BUY	N/A	3,595	3,595 $322,000

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

$4.44 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

4.34M
Shares

$1.01 Billion
0.07% of portfolio
Morgan Stanley New York, NY

3.42M
Shares

$799 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.82M
Shares

$659 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.6M
Shares

$606 Million
0.17% of portfolio

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About SELECT SECTOR SPDR-CONSUMER DI

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