Warren Averett Asset Management, LLC Select Sector Spdr Consumer Di Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 25,606 shares of XLY stock, worth $5.91 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
25,606
Previous 24,719
3.59%
Holding current value
$5.91 Million
Previous $5.37 Million
14.22%
% of portfolio
0.06%
Previous 0.06%
Shares
8 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