Balanced Wealth Group LLC Consumer Staples Sector Spdr Transaction History

Balanced Wealth Group LLC

  • $228 Billion
  • Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,427 shares of XLP stock, worth $260,589. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,427
Previous 3,427 -0.0%
Holding current value
$260,589
Previous $273 Million 2.76%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Aug 13, 2025
BUY
N/A
23 Added 0.68%
3,427 $273 Million
Q1 2025

Apr 15, 2025
BUY
N/A
18 Added 0.53%
3,404 $278 Million
Q4 2024

Feb 10, 2025
BUY
N/A
26 Added 0.77%
3,386 $267 Million
Q3 2024

Oct 28, 2024
BUY
$76.04 - $76.04 $1,292 - $1,292
17 Added 0.51%
3,360 $279 Million
Q2 2024

Aug 13, 2024
BUY
$73.08 - $78.4 $1,827 - $1,960
25 Added 0.75%
3,343 $254 Million
Q1 2024

May 13, 2024
SELL
$71.59 - $76.36 $30,712 - $32,758
-429 Reduced 11.45%
3,318 $256 Million
Q4 2023

Feb 06, 2024
BUY
$66.22 - $72.3 $248,126 - $270,908
3,747 New
3,747 $270 Million

Others Institutions Holding XLP

# of Institutions
1,382
Shares Held
206M
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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