Beacon Pointe Advisors, LLC Consumer Staples Sector Spdr Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 11,117 shares of XLP stock, worth $845,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,117
Previous 11,120 0.03%
Holding current value
$845,336
Previous $845,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-3 Reduced 0.03%
11,117 $845,000
Q4 2024

Feb 14, 2025
BUY
N/A
1,562 Added 16.34%
11,120 $845,000
Q3 2024

Nov 14, 2024
SELL
$76.04 - $76.04 $578,588 - $578,588
-7,609 Reduced 44.32%
9,558 $726,000
Q2 2024

Aug 12, 2024
SELL
$73.08 - $78.4 $201,335 - $215,992
-2,755 Reduced 13.83%
17,167 $1.31 Million
Q1 2024

May 14, 2024
SELL
$71.59 - $76.36 $75,742 - $80,788
-1,058 Reduced 5.04%
19,922 $1.52 Million
Q4 2023

Feb 08, 2024
BUY
$66.22 - $72.3 $344,211 - $375,815
5,198 Added 32.94%
20,980 $1.51 Million
Q3 2023

Nov 14, 2023
BUY
$68.8 - $76.1 $195,254 - $215,971
2,838 Added 21.93%
15,782 $1.09 Million
Q2 2023

Aug 11, 2023
SELL
$72.59 - $77.5 $5,444 - $5,812
-75 Reduced 0.58%
12,944 $960,000
Q1 2023

May 12, 2023
SELL
$71.11 - $75.78 $13,795 - $14,701
-194 Reduced 1.47%
13,019 $972,000
Q4 2022

Feb 14, 2023
BUY
$71.53 - $77.19 $41,701 - $45,001
583 Added 4.62%
13,213 $985,000
Q3 2022

Nov 09, 2022
BUY
N/A
292 Added 2.37%
12,630 $842,000
Q2 2022

Aug 11, 2022
SELL
N/A
-1,816 Reduced 12.83%
12,338 $889,000
Q1 2022

May 17, 2022
BUY
N/A
4,942 Added 53.65%
14,154 $1.07 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-147 Reduced 1.57%
9,212 $710,000
Q3 2021

Nov 15, 2021
SELL
N/A
-775 Reduced 7.65%
9,359 $644,000
Q2 2021

Aug 17, 2021
BUY
N/A
287 Added 2.91%
10,134 $709,000
Q1 2021

May 18, 2021
BUY
N/A
1,032 Added 11.71%
9,847 $672,000
Q4 2020

Feb 12, 2021
BUY
N/A
309 Added 3.63%
8,815 $596,000
Q3 2020

Nov 16, 2020
BUY
N/A
800 Added 10.38%
8,506 $545,000
Q2 2020

Aug 14, 2020
BUY
N/A
1,500 Added 24.17%
7,706 $450,000
Q1 2020

May 15, 2020
BUY
N/A
6,206 New
6,206 $338,000

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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email