San Luis Wealth Advisors LLC Select Sector Spdr Consumer Di Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 1,668 shares of XLY stock, worth $385,124. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,668
Previous 1,247
33.76%
Holding current value
$385,124
Previous $298,000
33.89%
% of portfolio
0.09%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding XLY
# of Institutions
1,500Shares Held
88.8MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio