Ownership history in Transform Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 30,335 | +27,439 | +947.5% | 0.38% | $6.8M | $110.99 |
| 2022 Q4 | ADDED | 2,896 | +1,047 | +56.6% | 0.04% | $374K | $62.83 |
| 2022 Q3 | REDUCED | 1,849 | -243 | -11.6% | 0.03% | $263K | $69.10 |
| 2022 Q2 | REDUCED | 2,092 | -241 | -10.3% | 0.04% | $288K | $66.55 |
| 2022 Q1 | REDUCED | 2,333 | -35,547 | -93.8% | 0.05% | $432K | $89.35 |
| 2021 Q4 | REDUCED | 37,880 | -8,079 | -17.6% | 0.81% | $7.7M | $98.59 |
| 2021 Q3 | ADDED | 45,959 | +43,725 | +1957.3% | 0.96% | $8.2M | $86.41 |
| 2021 Q2 | REDUCED | 2,234 | -488 | -17.9% | 0.05% | $399K | $85.84 |
| 2021 Q1 | ADDED | 2,722 | +44 | +1.6% | 0.09% | $457K | $80.69 |
| 2020 Q4 | REDUCED | 2,678 | -26 | -1.0% | 0.09% | $431K | $77.06 |
As of 2025 Q4 — sorted by position size