Sequent Planning LLC Select Sector Spdr Consumer Di Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sequent Planning LLC holds 3,906 shares of XLY stock, worth $912,441. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,906
Previous 3,220 21.3%
Holding current value
$912,441
Previous $589 Million 32.81%
% of portfolio
0.27%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$170.05 - $200.86 $116,654 - $137,789
686 Added 21.3%
3,906 $783 Million
Q2 2024

Aug 12, 2024
BUY
$169.76 - $184.45 $35,989 - $39,103
212 Added 7.05%
3,220 $589 Million
Q1 2024

May 14, 2024
BUY
$170.9 - $185.02 $514,067 - $556,540
3,008 New
3,008 $553 Million

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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