A detailed history of New Wave Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 11,684 shares of XLP stock, worth $888,451. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,684
Previous 11,578 0.92%
Holding current value
$888,451
Previous $946 Million 0.05%
% of portfolio
0.4%
Previous 0.42%

Shares

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

Jul 18, 2025

BUY
N/A
106 Added 0.92%
11,684 $946 Million
Q1 2025

Apr 25, 2025

BUY
N/A
2,104 Added 22.21%
11,578 $946 Million
Q4 2024

Jan 23, 2025

SELL
N/A
-61 Reduced 0.64%
9,474 $745 Million
Q3 2024

Oct 23, 2024

BUY
$76.04 - $76.04 $5,703 - $5,703
75 Added 0.79%
9,535 $791 Million
Q2 2024

Aug 27, 2024

BUY
$73.08 - $78.4 $691,336 - $741,664
9,460 New
9,460 $724 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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