Beacon Bridge Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 3,828 shares of XLY stock, worth $754,919. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,828

Holding current value

$754,919

% of portfolio

0.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$194.8 - $239.43 $745,694 - $916,538	3,828 New	3,828 $859 Million
Q2 2024 Aug 02, 2024	BUY	$169.76 - $184.45 $55,681 - $60,499	328 Added 16.97%	2,261 $412 Million
Q1 2024 May 03, 2024	SELL	$170.9 - $185.02 $4,785 - $5,180	-28 Reduced 1.43%	1,933 $355 Million
Q4 2023 Feb 09, 2024	BUY	$148.04 - $181.41 $290,306 - $355,745	1,961 New	1,961 $351 Million

Others Institutions Holding XLY

# of Institutions

1,462

Shares Held

82.9M

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

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Beacon Bridge Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History