A detailed history of National Wealth Management Group, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,959 shares of XLY stock, worth $683,203. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,959
Holding current value
$683,203
% of portfolio
0.12%

Shares

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

Jan 12, 2026

BUY
$228.75 - $242.18 $676,871 - $716,610
2,959 New
2,959 $353 Million
Q3 2023

Nov 13, 2023

BUY
$158.36 - $176.97 $279,188 - $311,998
1,763 New
1,763 $284 Million
Q2 2022

Nov 17, 2023

SELL
$134.63 - $189.39 $212,580 - $299,046
-1,579 Closed
0 $0
Q1 2022

Nov 17, 2023

SELL
$163.19 - $210.31 $292,110 - $376,454
-1,790 Reduced 53.13%
1,579 $292 Million
Q4 2021

Nov 17, 2023

BUY
$179.37 - $211.42 $288,068 - $339,540
1,606 Added 91.09%
3,369 $689 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.