Bartlett & Co. Wealth Management LLC Select Sector Spdr Consumer Di Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 34,750 shares of XLY stock, worth $8.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
34,750
Previous 35,783
2.89%
Holding current value
$8.02 Million
Previous $7.78 Billion
99.89%
% of portfolio
0.11%
Previous 0.11%
Shares
21 transactions
Others Institutions Holding XLY
# of Institutions
1,497Shares Held
88.1MCall 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