Lionsbridge Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Lionsbridge Wealth Management LLC

  • $109 Million
  • Q4 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 4,023 shares of XLY stock, worth $907,508. This represents 0.83% of its overall portfolio holdings.

Number of Shares
4,023
Previous 4,355 7.62%
Holding current value
$907,508
Previous $872,000 3.44%
% of portfolio
0.83%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$194.8 - $239.43 $64,673 - $79,490
-332 Reduced 7.62%
4,023 $902,000
Q3 2024

Nov 01, 2024
BUY
$170.05 - $200.86 $740,567 - $874,745
4,355 New
4,355 $872,000
Q1 2024

May 02, 2024
BUY
$170.9 - $185.02 $1.58 Million - $1.72 Million
9,272 New
9,272 $1.71 Million

Others Institutions Holding XLY

# of Institutions
1,375
Shares Held
78.2M
Call Options Held
7.35M
Put Options Held
17.7M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Lionsbridge Wealth Management LLC Portfolio

Follow Lionsbridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lionsbridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email