Bernard Wealth Management Corp. Consumer Staples Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 232 shares of XLP stock, worth $17,641. This represents 0.01% of its overall portfolio holdings.

Number of Shares
232
Previous 228 1.75%
Holding current value
$17,641
Previous $18.5 Million 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
4 Added 1.75%
232 $18.2 Million
Q2 2025

Jul 24, 2025
BUY
N/A
228 New
228 $18.5 Million

Others Institutions Holding XLP

# of Institutions
1,393
Shares Held
180M
Call Options Held
7.22M
Put Options Held
11.7M
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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