Axxcess Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 38,717 shares of XLP stock, worth $2.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

38,717

Previous 41,488 6.68%

Holding current value

$2.94 Million

Previous $3.18 Million 7.33%

% of portfolio

0.08%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$76.04 - $76.04 $210,706 - $210,706	-2,771 Reduced 6.68%	38,717 $2.94 Million
Q2 2024 Aug 09, 2024	SELL	$73.08 - $78.4 $1.4 Million - $1.5 Million	-19,195 Reduced 31.63%	41,488 $3.18 Million
Q1 2024 May 14, 2024	BUY	$71.59 - $76.36 $983,217 - $1.05 Million	13,734 Added 29.25%	60,683 $4.63 Million
Q4 2023 Feb 06, 2024	BUY	$66.22 - $72.3 $561,810 - $613,393	8,484 Added 22.06%	46,949 $3.38 Million
Q3 2023 Nov 14, 2023	SELL	$68.8 - $76.1 $499,419 - $552,409	-7,259 Reduced 15.88%	38,465 $2.65 Million
Q2 2023 Aug 08, 2023	BUY	$72.59 - $77.5 $13,719 - $14,647	189 Added 0.42%	45,724 $3.39 Million
Q1 2023 May 03, 2023	BUY	$71.11 - $75.78 $1.62 Million - $1.73 Million	22,804 Added 100.32%	45,535 $3.4 Million
Q4 2022 Feb 14, 2023	BUY	$71.53 - $77.19 $975,383 - $1.05 Million	13,636 Added 149.93%	22,731 $1.69 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-8,887 Reduced 49.42%	9,095 $607,000
Q2 2022 Aug 11, 2022	BUY	N/A	12,191 Added 210.52%	17,982 $1.3 Million
Q1 2022 Aug 11, 2022	SELL	N/A	-801 Reduced 12.15%	5,791 $439,000
Q4 2021 Aug 11, 2022	BUY	N/A	6,592 New	6,592 $508,000

Others Institutions Holding XLP

# of Institutions

1,311

Shares Held

169M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Consumer Staples Sector Spdr Transaction History