Dynamic Wealth Strategies, LLC Consumer Staples Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 198 shares of XLP stock, worth $15,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares
198
Previous 222 10.81%
Holding current value
$15,055
Previous $16,000 6.25%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-24 Reduced 10.81%
198 $15,000
Q2 2025

Aug 13, 2025
SELL
N/A
-24 Reduced 9.76%
222 $16,000
Q1 2025

May 12, 2025
BUY
N/A
246 New
246 $18,000
Q3 2024

Nov 13, 2024
SELL
$76.04 - $76.04 $1,977 - $1,977
-26 Reduced 9.56%
246 $20,000
Q4 2023

Feb 13, 2024
BUY
$66.22 - $72.3 $18,011 - $19,665
272 New
272 $19.6 Million

Others Institutions Holding XLP

# of Institutions
1,391
Shares Held
181M
Call Options Held
7.22M
Put Options Held
11.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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