Caldwell Trust CO Select Sector Spdr Consumer Di Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Caldwell Trust CO holds 901 shares of XLY stock, worth $208,031. This represents 0.02% of its overall portfolio holdings.
Number of Shares
901
Previous 901
-0.0%
Holding current value
$208,031
Previous $196 Million
10.27%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding XLY
# of Institutions
1,499Shares Held
88.7MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio