Biltmore Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History
Biltmore Wealth Management, LLC
- $350 Million
- Q4 2025
A detailed history of Biltmore Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 198,789 shares of XLY stock, worth $45.9 Million. This represents 13.12% of its overall portfolio holdings.
Number of Shares
198,789
Previous 102,555
93.84%
Holding current value
$45.9 Million
Previous $24.6 Million
86.76%
% of portfolio
13.12%
Previous 9.42%
Shares
32 transactions
Others Institutions Holding XLY
# of Institutions
1,506Shares Held
90.6MCall 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