A detailed history of Partners Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Partners Wealth Management, LLC holds 3,208 shares of XLY stock, worth $740,695. This represents 0.76% of its overall portfolio holdings.

Number of Shares
3,208
Previous 3,200 0.25%
Holding current value
$740,695
Previous $639 Million 20.41%
% of portfolio
0.76%
Previous 0.73%

Shares

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

Oct 29, 2025

BUY
$216.09 - $242.18 $1,728 - $1,937
8 Added 0.25%
3,208 $769 Million
Q2 2025

Jul 22, 2025

SELL
$176.34 - $218.59 $2,468 - $3,060
-14 Reduced 0.44%
3,200 $639 Million
Q1 2025

Apr 17, 2025

SELL
$192.6 - $233.2 $17,719 - $21,454
-92 Reduced 2.78%
3,214 $635 Million
Q4 2024

Feb 04, 2025

BUY
$194.8 - $239.43 $644,008 - $791,555
3,306 New
3,306 $742 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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

Track Partners Wealth Management, LLC Portfolio

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

News

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