Phillips Financial Management, LLC Select Sector Spdr Consumer Di Transaction History

Phillips Financial Management, LLC

  • $1.46 Billion
  • Q4 2025

A detailed history of Phillips Financial Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,778 shares of XLY stock, worth $410,522. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,778
Previous 889 100.0%
Holding current value
$410,522
Previous $213,000 92.49%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Jan 26, 2026
BUY
$228.75 - $242.18 $203,358 - $215,298
889 Added 100.0%
1,778 $410,000
Q3 2025

Oct 24, 2025
BUY
$216.09 - $242.18 $107,828 - $120,847
499 Added 127.95%
889 $213,000
Q3 2022

Nov 08, 2022
BUY
$140.01 - $172.97 $54,603 - $67,458
390 New
390 $56,000

Others Institutions Holding XLY

# of Institutions
1,511
Shares Held
93.4M
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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