Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 127,848 shares of XLP stock, worth $9.72 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

127,848

Previous 120,645 5.97%

Holding current value

$9.72 Million

Previous $9.17 Million 5.97%

% of portfolio

3.53%

Previous 3.83%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	N/A	7,203 Added 5.97%	127,848 $9.72 Million
Q1 2025 Apr 08, 2025	BUY	N/A	1,867 Added 1.57%	120,645 $9.17 Million
Q4 2024 Jan 30, 2025	BUY	N/A	18,819 Added 18.83%	118,778 $9.17 Million
Q3 2024 Nov 12, 2024	BUY	$76.04 - $76.04 $2.55 Million - $2.55 Million	33,598 Added 50.63%	99,959 $8.06 Million
Q2 2024 Jul 25, 2024	BUY	$73.08 - $78.4 $505,128 - $541,900	6,912 Added 11.63%	66,361 $5.2 Million
Q1 2024 Apr 17, 2024	BUY	$71.59 - $76.36 $212,837 - $227,018	2,973 Added 5.26%	59,449 $4.48 Million
Q4 2023 Feb 07, 2024	BUY	$66.22 - $72.3 $534,925 - $584,039	8,078 Added 16.69%	56,476 $4.17 Million
Q3 2023 Nov 21, 2023	BUY	$68.8 - $76.1 $478,228 - $528,971	6,951 Added 16.77%	48,398 $3.36 Million
Q2 2023 Aug 03, 2023	BUY	$72.59 - $77.5 $792,610 - $846,222	10,919 Added 35.77%	41,447 $3.09 Million
Q1 2023 Apr 26, 2023	BUY	$71.11 - $75.78 $165,401 - $176,264	2,326 Added 8.25%	30,528 $2.3 Million
Q4 2022 Feb 13, 2023	BUY	$71.53 - $77.19 $2.02 Million - $2.18 Million	28,202 New	28,202 $2.1 Million

Others Institutions Holding XLP

# of Institutions

1,400

Shares Held

179M

Call Options Held

10.4M

Put Options Held

14.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History