Williams Jones Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History

Williams Jones Wealth Management, Llc.

$8.19 Billion
Q2 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,035 shares of XLY stock, worth $937,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,035

Previous 4,035 -0.0%

Holding current value

$937,814

Previous $796,000 10.05%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$194.8 - $239.43 $6,818 - $8,380	35 Added 0.88%	4,035 $905,000
Q3 2024 Nov 14, 2024	SELL	$170.05 - $200.86 $5,951 - $7,030	-35 Reduced 0.87%	4,000 $801,000
Q2 2024 Aug 05, 2024	SELL	$169.76 - $184.45 $145,144 - $157,704	-855 Reduced 17.48%	4,035 $735,000
Q1 2024 May 07, 2024	SELL	$170.9 - $185.02 $12,817 - $13,876	-75 Reduced 1.51%	4,890 $899,000
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $9,629 - $11,712	75 Added 1.53%	4,965 $742,000
Q4 2022 Feb 14, 2023	BUY	$126.26 - $147.57 $617,411 - $721,617	4,890 New	4,890 $631,000

Others Institutions Holding XLY

# of Institutions

1,444

Shares Held

86.3M

Call Options Held

6.62M

Put Options Held

11.4M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Williams Jones Wealth Management, Llc. Select Sector Spdr Consumer Di Transaction History