A detailed history of Lodestone Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 3,580 shares of XLP stock, worth $272,223. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,580
Previous 6,314 43.3%
Holding current value
$272,223
Previous $483 Million 38.55%
% of portfolio
0.15%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$76.04 - $76.04 $207,893 - $207,893
-2,734 Reduced 43.3%
3,580 $297 Million
Q2 2024

Jul 16, 2024

SELL
$73.08 - $78.4 $511 - $548
-7 Reduced 0.11%
6,314 $483 Million
Q1 2024

Apr 30, 2024

BUY
$71.59 - $76.36 $5,655 - $6,032
79 Added 1.27%
6,321 $483 Million
Q4 2023

Jan 24, 2024

BUY
$66.22 - $72.3 $26,156 - $28,558
395 Added 6.76%
6,242 $450 Million
Q3 2023

Oct 20, 2023

BUY
$68.8 - $76.1 $8,324 - $9,208
121 Added 2.11%
5,847 $402 Million
Q2 2023

Jul 25, 2023

SELL
$72.59 - $77.5 $12,485 - $13,330
-172 Reduced 2.92%
5,726 $425 Million
Q1 2023

May 15, 2023

BUY
$71.11 - $75.78 $639 - $682
9 Added 0.15%
5,898 $441 Million
Q4 2022

Feb 09, 2023

BUY
$71.53 - $77.19 $421,240 - $454,571
5,889 New
5,889 $439 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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