Bartlett & Co. Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

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 35,863 shares of XLY stock, worth $8.41 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
35,863
Previous 37,267 3.77%
Holding current value
$8.41 Million
Previous $6.8 Billion 5.71%
% of portfolio
0.1%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$170.05 - $200.86 $238,750 - $282,007
-1,404 Reduced 3.77%
35,863 $7.19 Billion
Q2 2024

Jul 12, 2024
SELL
$169.76 - $184.45 $103,553 - $112,514
-610 Reduced 1.61%
37,267 $6.8 Billion
Q1 2024

May 09, 2024
SELL
$170.9 - $185.02 $220,290 - $238,490
-1,289 Reduced 3.29%
37,877 $6.97 Billion
Q4 2023

Feb 14, 2024
SELL
$148.04 - $181.41 $174,243 - $213,519
-1,177 Reduced 2.92%
39,166 $7.05 Billion
Q3 2023

Feb 14, 2024
SELL
$158.36 - $176.97 $36,581 - $40,880
-231 Reduced 0.57%
40,343 $6.49 Billion
Q2 2023

Feb 14, 2024
SELL
$143.54 - $169.81 $14,784 - $17,490
-103 Reduced 0.25%
40,574 $6.89 Billion
Q1 2023

Feb 14, 2024
SELL
$128.39 - $156.16 $245,353 - $298,421
-1,911 Reduced 4.49%
40,677 $6.08 Billion
Q4 2022

Feb 14, 2024
BUY
$126.26 - $147.57 $1.48 Million - $1.73 Million
11,691 Added 37.84%
42,588 $5.5 Billion
Q3 2022

Feb 14, 2024
BUY
$140.01 - $172.97 $106,127 - $131,111
758 Added 2.52%
30,897 $4.4 Billion
Q2 2022

Feb 14, 2024
BUY
$134.63 - $189.39 $428,123 - $602,260
3,180 Added 11.8%
30,139 $4.14 Billion
Q1 2021

Feb 13, 2024
SELL
$155.83 - $173.21 $11,219 - $12,471
-72 Reduced 0.27%
26,959 $4.53 Billion
Q4 2020

Feb 13, 2024
SELL
$142.97 - $160.78 $11,151 - $12,540
-78 Reduced 0.29%
27,031 $4.35 Billion
Q3 2020

Feb 13, 2024
SELL
$129.0 - $153.76 $33,540 - $39,977
-260 Reduced 0.95%
27,109 $3.98 Billion
Q2 2020

Feb 13, 2024
BUY
$92.41 - $133.25 $46,205 - $66,625
500 Added 1.86%
27,369 $3.5 Billion
Q4 2018

Feb 13, 2024
BUY
N/A
732 Added 2.8%
26,869 $2.66 Billion
Q2 2018

Feb 13, 2024
SELL
N/A
-61 Reduced 0.23%
26,137 $2.86 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
26,198 New
26,198 $2.65 Billion

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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