Wr Wealth Planners, LLC Select Sector Spdr Consumer Di Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 596 shares of XLY stock, worth $137,610. This represents 0.04% of its overall portfolio holdings.

Number of Shares

596

Previous 628 5.1%

Holding current value

$137,610

Previous $125,000 6.4%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$194.8 - $239.43 $6,233 - $7,661	-32 Reduced 5.1%	596 $133,000
Q1 2024 Jul 31, 2024	BUY	$170.9 - $185.02 $107,325 - $116,192	628 New	628 $115,000
Q2 2023 Aug 01, 2024	BUY	$143.54 - $169.81 $5,598 - $6,622	39 Added 6.21%	667 $113 Million
Q1 2023 Aug 01, 2024	SELL	$128.39 - $156.16 $63,938 - $77,767	-498 Reduced 79.3%	130 $19.4 Million
Q3 2022 Oct 10, 2024	SELL	$140.01 - $172.97 $85,546 - $105,684	-611 Reduced 97.29%	17 $2.42 Million

Q1 2022 Oct 17, 2024	SELL	$163.19 - $210.31 $99,709 - $128,499	-611 Reduced 97.29%	17 $3.15 Million

Others Institutions Holding XLY

# of Institutions

1,495

Shares Held

88.2M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Wr Wealth Planners, LLC Select Sector Spdr Consumer Di Transaction History