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 $135,292. This represents 0.04% of its overall portfolio holdings.

Number of Shares
596
Previous 628 5.1%
Holding current value
$135,292
Previous $125,000 6.4%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,443
Shares Held
82.7M
Call Options Held
7.68M
Put Options Held
18.3M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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