Tempus Wealth Planning, LLC Select Sector Spdr Consumer Di Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 2,674 shares of XLY stock, worth $617,399. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,674
Previous 2,639
1.33%
Holding current value
$617,399
Previous $573,000
11.69%
% of portfolio
0.17%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding XLY
# of Institutions
1,495Shares Held
88.2MCall 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