Strategic Financial Concepts, LLC Consumer Staples Sector Spdr Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,800 shares of XLP stock, worth $441,032. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,800
Previous 9,610 39.65%
Holding current value
$441,032
Previous $785 Million 40.17%
% of portfolio
0.07%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-3,810 Reduced 39.65%
5,800 $470 Million
Q1 2025

Apr 28, 2025
BUY
N/A
334 Added 3.6%
9,610 $785 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-422,021 Reduced 97.85%
9,276 $729 Million
Q4 2024

Jan 27, 2025
BUY
N/A
426,425 Added 8752.57%
431,297 $729 Million
Q3 2024

Nov 12, 2024
SELL
$76.04 - $76.04 $22.3 Million - $22.3 Million
-293,532 Reduced 98.37%
4,872 $404 Million
Q2 2024

Aug 06, 2024
BUY
$73.08 - $78.4 $21.3 Million - $22.8 Million
291,293 Added 4096.37%
298,404 $281 Million
Q1 2024

Apr 22, 2024
BUY
$71.59 - $76.36 $259,155 - $276,423
3,620 Added 103.7%
7,111 $543 Million
Q4 2023

Jan 18, 2024
SELL
$66.22 - $72.3 $186,409 - $203,524
-2,815 Reduced 44.64%
3,491 $251 Million
Q3 2023

Nov 07, 2023
BUY
$68.8 - $76.1 $38,115 - $42,159
554 Added 9.63%
6,306 $434 Million
Q2 2023

Sep 06, 2023
BUY
$72.59 - $77.5 $139,009 - $148,412
1,915 Added 49.91%
5,752 $427 Million
Q1 2023

Sep 06, 2023
BUY
$71.11 - $75.78 $272,849 - $290,767
3,837 New
3,837 $287 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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC 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 Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email