Schrum Private Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Schrum Private Wealth Management LLC

$135 Million
Q3 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 4,122 shares of XLY stock, worth $951,728. This represents 0.73% of its overall portfolio holdings.

Number of Shares

4,122

Previous 4,172 1.2%

Holding current value

$951,728

Previous $906,000 8.94%

% of portfolio

0.73%

Previous 0.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$216.09 - $242.18 $10,804 - $12,109	-50 Reduced 1.2%	4,122 $987,000
Q1 2025 May 02, 2025	BUY	$192.6 - $233.2 $192 - $233	1 Added 0.02%	4,172 $823,000
Q4 2024 Feb 06, 2025	BUY	$194.8 - $239.43 $812,510 - $998,662	4,171 New	4,171 $935,000
Q2 2024 Jul 30, 2024	BUY	$169.76 - $184.45 $169 - $184	1 Added 0.02%	4,180 $762,000
Q1 2024 May 02, 2024	BUY	$170.9 - $185.02 $714,191 - $773,198	4,179 New	4,179 $768,000

Q2 2023 Jul 24, 2023	SELL	$143.54 - $169.81 $57,272 - $67,754	-399 Reduced 8.72%	4,178 $709,000
Q4 2022 Jan 19, 2023	BUY	$126.26 - $147.57 $126 - $147	1 Added 0.02%	4,577 $0
Q3 2022 Oct 26, 2022	BUY	$140.01 - $172.97 $140 - $172	1 Added 0.02%	4,576 $651,000
Q2 2022 Jul 22, 2022	BUY	$134.63 - $189.39 $134 - $189	1 Added 0.02%	4,575 $629,000
Q4 2021 Mar 11, 2022	BUY	$179.37 - $211.42 $820,438 - $967,035	4,574 New	4,574 $934,000

Others Institutions Holding XLY

# of Institutions

1,498

Shares Held

88.4M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Schrum Private Wealth Management LLC Select Sector Spdr Consumer Di Transaction History