Lodestone Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,678 shares of XLY stock, worth $387,433. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,678
Holding current value
$387,433
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$228.75 - $242.18 $383,842 - $406,378
1,678 New
1,678 $200 Million
Q2 2024

Jul 16, 2024
BUY
$169.76 - $184.45 $16,466 - $17,891
97 Added 6.99%
1,485 $271 Million
Q1 2024

Apr 30, 2024
BUY
$170.9 - $185.02 $8,203 - $8,880
48 Added 3.58%
1,388 $255 Million
Q4 2023

Jan 24, 2024
BUY
$148.04 - $181.41 $10,954 - $13,424
74 Added 5.85%
1,340 $240 Million
Q3 2023

Oct 20, 2023
BUY
$158.36 - $176.97 $200,483 - $224,044
1,266 New
1,266 $204 Million

Others Institutions Holding XLY

# of Institutions
1,515
Shares Held
94.9M
Call Options Held
5.51M
Put Options Held
12.9M
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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