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

Perfromance Wealth Partners, LLC

  • $3.57 Billion
  • Q4 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 2,942 shares of XLY stock, worth $679,278. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,942
Previous 1,541 90.91%
Holding current value
$679,278
Previous $369,000 84.01%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 21, 2026
BUY
$228.75 - $242.18 $320,478 - $339,294
1,401 Added 90.91%
2,942 $679,000
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
1,506
Shares Held
90.6M
Call Options Held
5.17M
Put Options Held
12.2M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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