Cornerstone Planning Group LLC Select Sector Spdr Consumer Di Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 489 shares of XLY stock, worth $112,905. This represents 0.02% of its overall portfolio holdings.
Number of Shares
489
Previous 412
18.69%
Holding current value
$112,905
Previous $90.2 Million
26.84%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding XLY
# of Institutions
1,495Shares Held
88.2MCall 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