Loring Wolcott & Coolidge Fiduciary Advisors LLP Select Sector Spdr Consumer Di Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$158.36 - $176.97 $3,800 - $4,247	24 New	24 $3,000
Q2 2022 Jul 26, 2022	SELL	$134.63 - $189.39 $1,480 - $2,083	-11 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$166.65 - $179.87 $1,833 - $1,978	11 New	11 $2,000

Others Institutions Holding XLY

# of Institutions

1,375

Shares Held

78.2M

Call Options Held

7.35M

Put Options Held

17.7M

Bank Of America Corp Charlotte, NC

19M
Shares

$4.28 Billion
0.32% of portfolio
Jpmorgan Chase & CO New York, NY

4.34M
Shares

$979 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.42M
Shares

$772 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.82M
Shares

$637 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.6M
Shares

$586 Million
0.17% of portfolio

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About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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