Modern Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,127 shares of XLP stock, worth $237,777. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,127
Previous 2,870 8.95%
Holding current value
$237,777
Previous $218,000 112296.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
257 Added 8.95%
3,127 $245 Million
Q2 2025

Aug 14, 2025
BUY
N/A
67 Added 2.39%
2,870 $218,000
Q1 2025

May 15, 2025
BUY
N/A
2 Added 0.07%
2,803 $229 Million
Q4 2024

May 30, 2025
SELL
N/A
-2 Reduced 0.07%
2,801 $212,000
Q4 2024

May 29, 2025
SELL
N/A
-2 Reduced 0.07%
2,801 $212,000
Q4 2024

Feb 11, 2025
BUY
N/A
2 Added 0.07%
2,801 $224 Million
Q3 2024

May 30, 2025
SELL
$76.04 - $76.04 $304 - $304
-4 Reduced 0.14%
2,799 $212,000
Q3 2024

May 29, 2025
SELL
$76.04 - $76.04 $304 - $304
-4 Reduced 0.14%
2,799 $212,000
Q3 2024

Nov 05, 2024
BUY
$76.04 - $76.04 $152 - $152
2 Added 0.07%
2,799 $232 Million
Q2 2024

May 29, 2025
SELL
$73.08 - $78.4 $438 - $470
-6 Reduced 0.21%
2,797 $214,000
Q2 2024

Aug 07, 2024
BUY
$73.08 - $78.4 $204,404 - $219,284
2,797 New
2,797 $214 Million

Others Institutions Holding XLP

# of Institutions
1,384
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
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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