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 $134,839. This represents 0.04% of its overall portfolio holdings.

Number of Shares

596

Previous 628 5.1%

Holding current value

$134,839

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

1,448

Shares Held

82.8M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

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