Financial & Tax Architects, LLC Select Sector Spdr Consumer Di Transaction History
Financial & Tax Architects, LLC
- $453 Billion
- Q3 2025
A detailed history of Financial & Tax Architects, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 4,761 shares of XLY stock, worth $1.1 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,761
Previous 4,051
17.53%
Holding current value
$1.1 Million
Previous $880 Million
29.59%
% of portfolio
0.25%
Previous 0.21%
Shares
14 transactions
Others Institutions Holding XLY
# of Institutions
1,497Shares Held
88.1MCall 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