Lumature Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 4,461 shares of XLY stock, worth $863,203. This represents 0.45% of its overall portfolio holdings.

Number of Shares

4,461

Previous 4,189 6.49%

Holding current value

$863,203

Previous $626,000 20.93%

% of portfolio

0.45%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$143.54 - $169.81 $39,042 - $46,188	272 Added 6.49%	4,461 $757,000
Q1 2023 May 15, 2023	SELL	$128.39 - $156.16 $19,386 - $23,580	-151 Reduced 3.48%	4,189 $626,000
Q4 2022 Feb 14, 2023	SELL	$126.26 - $147.57 $127,017 - $148,455	-1,006 Reduced 18.82%	4,340 $560,000
Q3 2022 Nov 10, 2022	BUY	$140.01 - $172.97 $19,601 - $24,215	140 Added 2.69%	5,346 $762,000
Q2 2022 Aug 10, 2022	SELL	$134.63 - $189.39 $1.29 Million - $1.81 Million	-9,567 Reduced 64.76%	5,206 $716,000
Q1 2022 May 13, 2022	BUY	$163.19 - $210.31 $131,041 - $168,878	803 Added 5.75%	14,773 $2.73 Million
Q4 2021 Feb 10, 2022	BUY	$179.37 - $211.42 $97,397 - $114,801	543 Added 4.04%	13,970 $2.86 Million
Q3 2021 Oct 29, 2021	BUY	$175.93 - $185.89 $326,174 - $344,640	1,854 Added 16.02%	13,427 $2.41 Million
Q2 2021 Aug 10, 2021	BUY	$166.65 - $179.87 $316,968 - $342,112	1,902 Added 19.67%	11,573 $2.07 Million
Q1 2021 May 11, 2021	BUY	$155.83 - $173.21 $774,630 - $861,026	4,971 Added 105.77%	9,671 $1.63 Million
Q4 2020 Feb 08, 2021	BUY	$142.97 - $160.78 $671,959 - $755,666	4,700 New	4,700 $756,000

Others Institutions Holding XLY

# of Institutions

1,461

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History