Principle Wealth Partners LLC Select Sector Spdr Consumer Di Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Principle Wealth Partners LLC holds 1,048 shares of XLY stock, worth $206,497. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,048

Previous 1,035 1.26%

Holding current value

$206,497

Previous $207,000 13.53%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$194.8 - $239.43 $2,532 - $3,112	13 Added 1.26%	1,048 $235,000
Q3 2024 Nov 13, 2024	BUY	$170.05 - $200.86 $176,001 - $207,890	1,035 New	1,035 $207,000
Q4 2021 Feb 11, 2022	SELL	$179.37 - $211.42 $246,275 - $290,279	-1,373 Closed	0 $0
Q3 2021 Nov 16, 2021	SELL	$175.93 - $185.89 $47,677 - $50,376	-271 Reduced 16.48%	1,373 $246,000
Q4 2020 Feb 16, 2021	BUY	$142.97 - $160.78 $235,042 - $264,322	1,644 New	1,644 $264,000
Q3 2020 Nov 16, 2020	SELL	$129.0 - $153.76 $155,703 - $185,588	-1,207 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$92.41 - $133.25 $111,538 - $160,832	1,207 New	1,207 $154,000
Q2 2019 Nov 05, 2019	SELL	N/A	-1,868 Closed	0 $0
Q1 2019 Oct 30, 2019	BUY	N/A	1,868 New	1,868 $213,000

Others Institutions Holding XLY

# of Institutions

1,463

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Select Sector Spdr Consumer Di Transaction History