Modern Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,481 shares of XLY stock, worth $572,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,481
Previous 1,337 85.56%
Holding current value
$572,838
Previous $290,000 204944.48%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$216.09 - $242.18 $247,206 - $277,053
1,144 Added 85.56%
2,481 $595 Million
Q2 2025

Aug 14, 2025
BUY
$176.34 - $218.59 $20,984 - $26,012
119 Added 9.77%
1,337 $290,000
Q1 2025

May 30, 2025
BUY
$192.6 - $233.2 $192 - $233
1 Added 0.08%
1,218 $240,000
Q1 2025

May 15, 2025
BUY
$192.6 - $233.2 $192 - $233
1 Added 0.08%
1,217 $240 Million
Q4 2024

May 30, 2025
SELL
$194.8 - $239.43 $389 - $478
-2 Reduced 0.16%
1,215 $272,000
Q4 2024

May 29, 2025
SELL
$194.8 - $239.43 $389 - $478
-2 Reduced 0.16%
1,215 $272,000
Q4 2024

Feb 11, 2025
BUY
$194.8 - $239.43 $389 - $478
2 Added 0.16%
1,216 $275 Million
Q3 2024

May 30, 2025
SELL
$170.05 - $200.86 $510 - $602
-3 Reduced 0.25%
1,214 $243,000
Q3 2024

May 29, 2025
SELL
$170.05 - $200.86 $510 - $602
-3 Reduced 0.25%
1,214 $243,000
Q3 2024

Nov 05, 2024
BUY
$170.05 - $200.86 $170 - $200
1 Added 0.08%
1,214 $243 Million
Q2 2024

May 29, 2025
SELL
$169.76 - $184.45 $679 - $737
-4 Reduced 0.33%
1,213 $221,000
Q2 2024

Aug 07, 2024
BUY
$169.76 - $184.45 $205,918 - $223,737
1,213 New
1,213 $221 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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email