Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024

SELL
$71.59 - $76.36 $367,399 - $391,879
-5,132 Closed
0 $0
Q4 2023

May 20, 2024

SELL
$66.22 - $72.3 $146,081 - $159,493
-2,206 Reduced 30.06%
5,132 $369,000
Q3 2023

May 20, 2024

SELL
$68.8 - $76.1 $32,817 - $36,299
-477 Reduced 6.1%
7,338 $504,000
Q2 2023

May 20, 2024

SELL
$72.59 - $77.5 $73,315 - $78,275
-1,010 Reduced 11.44%
7,815 $579,000
Q1 2023

Apr 24, 2023

SELL
$71.11 - $75.78 $96,922 - $103,288
-1,363 Reduced 13.38%
8,825 $659,000
Q4 2022

Apr 24, 2023

BUY
$71.53 - $77.19 $361,441 - $390,041
5,053 Added 98.4%
10,188 $759,000
Q3 2022

Apr 24, 2023

BUY
N/A
5,135 New
5,135 $0
Q1 2022

May 19, 2022

SELL
N/A
-3,270 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
N/A
3,270 New
3,270 $0
Q4 2019

Jan 30, 2020

SELL
N/A
-135 Closed
0 $0
Q2 2018

Sep 04, 2018

SELL
N/A
-32 Reduced 19.16%
135 $7,000
Q1 2018

Jul 13, 2018

BUY
N/A
167 New
167 $9,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.