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

Perfromance Wealth Partners, LLC

$3.51 Billion
Q3 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,541 shares of XLY stock, worth $355,801. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,541

Previous 1,487 3.63%

Holding current value

$355,801

Previous $323,000 14.24%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$216.09 - $242.18 $11,668 - $13,077	54 Added 3.63%	1,541 $369,000
Q1 2025 Apr 22, 2025	SELL	$192.6 - $233.2 $68,373 - $82,786	-355 Reduced 19.27%	1,487 $293,000
Q2 2024 Jul 19, 2024	BUY	$169.76 - $184.45 $2,716 - $2,951	16 Added 0.88%	1,842 $335,000
Q1 2023 Apr 20, 2023	SELL	$128.39 - $156.16 $1,669 - $2,030	-13 Reduced 0.71%	1,826 $273,000
Q4 2022 Jan 19, 2023	BUY	$126.26 - $147.57 $4,419 - $5,164	35 Added 1.94%	1,839 $0

Q3 2022 Oct 17, 2022	BUY	$140.01 - $172.97 $10,500 - $12,972	75 Added 4.34%	1,804 $257,000
Q1 2022 Apr 21, 2022	BUY	$163.19 - $210.31 $2,121 - $2,734	13 Added 0.76%	1,729 $320,000
Q4 2021 Feb 03, 2022	BUY	$179.37 - $211.42 $307,798 - $362,796	1,716 New	1,716 $351,000

Others Institutions Holding XLY

# of Institutions

1,497

Shares Held

88.1M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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