W.G. Shaheen & Associates Dba Whitney & CO Select Sector Spdr Consumer Di Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$163.19 - $210.31 $316,425 - $407,791	-1,939 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$179.37 - $211.42 $76,232 - $89,853	425 Added 28.07%	1,939 $396,000
Q3 2021 Nov 12, 2021	BUY	$175.93 - $185.89 $266,358 - $281,437	1,514 New	1,514 $272,000
Q1 2019 May 06, 2019	SELL	N/A	-2,010 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	N/A	2,010 New	2,010 $217,000

Others Institutions Holding XLY

# of Institutions

1,277

Shares Held

82.5M

Call Options Held

5.83M

Put Options Held

12.5M

Bank Of America Corp Charlotte, NC

20.9M
Shares

$4.19 Billion
0.34% of portfolio
Barclays PLC London, X0

5.55M
Shares

$1.11 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

4.13M
Shares

$826 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.67M
Shares

$735 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.84M
Shares

$568 Million
0.13% of portfolio

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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