A detailed history of Wms Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wms Partners, LLC holds 2,266 shares of XLY stock, worth $531,309. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,266
Holding current value
$531,309
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$170.05 - $200.86 $385,333 - $455,148
2,266 New
2,266 $454,000
Q1 2022

May 10, 2022

SELL
$163.19 - $210.31 $161,721 - $208,417
-991 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$179.37 - $211.42 $177,755 - $209,517
991 New
991 $203,000
Q3 2019

Nov 07, 2019

SELL
$119.52 - $123.67 $306,329 - $316,966
-2,563 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
N/A
2,563 New
2,563 $306,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Wms Partners, LLC Portfolio

Follow Wms Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.