Reuter James Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 2,276 shares of XLY stock, worth $421,970. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,276
Previous 1,892 20.3%
Holding current value
$421,970
Previous $424,000 5.66%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$192.6 - $233.2 $73,958 - $89,548
384 Added 20.3%
2,276 $448,000
Q4 2024

Jan 24, 2025
BUY
$194.8 - $239.43 $43,050 - $52,914
221 Added 13.23%
1,892 $424,000
Q3 2024

Nov 08, 2024
BUY
$170.05 - $200.86 $284,153 - $335,637
1,671 New
1,671 $334,000

Others Institutions Holding XLY

# of Institutions
1,452
Shares Held
82M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Reuter James Wealth Management, LLC Portfolio

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

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email