Castle Rock Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 937 shares of XLY stock, worth $216,343. This represents 0.05% of its overall portfolio holdings.

Number of Shares
937
Previous 936 0.11%
Holding current value
$216,343
Previous $203,000 10.34%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$216.09 - $242.18 $216 - $242
1 Added 0.11%
937 $224,000
Q2 2025

Jul 23, 2025
BUY
$176.34 - $218.59 $165,054 - $204,600
936 New
936 $203,000
Q4 2024

Mar 05, 2025
BUY
$194.8 - $239.43 $186,813 - $229,613
959 New
959 $215,000

Others Institutions Holding XLY

# of Institutions
1,498
Shares Held
88.4M
Call Options Held
5.17M
Put Options Held
12.2M
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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