Balanced Wealth Group LLC Consumer Staples Sector Spdr Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 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 3,404 shares of XLP stock, worth $258,840. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,404
Previous 3,386 0.53%
Holding current value
$258,840
Previous $267 Million 3.95%
% of portfolio
0.13%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,385
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
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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