Bernardo Wealth Planning LLC Consumer Staples Sector Spdr Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	SELL	$66.22 - $72.3 $153,497 - $167,591	-2,318 Reduced 35.61%	4,191 $301,000
Q3 2023 Oct 30, 2023	SELL	$68.8 - $76.1 $116,891 - $129,293	-1,699 Reduced 20.7%	6,509 $447,000
Q2 2023 Jul 21, 2023	SELL	$72.59 - $77.5 $100,609 - $107,415	-1,386 Reduced 14.45%	8,208 $608,000
Q1 2023 May 05, 2023	SELL	$71.11 - $75.78 $6.21 Million - $6.61 Million	-87,282 Reduced 90.1%	9,594 $716,000
Q4 2022 Jan 30, 2023	BUY	$71.53 - $77.19 $873,238 - $942,335	12,208 Added 14.42%	96,876 $7.22 Million
Q3 2022 Oct 24, 2022	BUY	N/A	84,668 New	84,668 $5.83 Million
Q1 2021 Apr 23, 2021	SELL	N/A	-7,358 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	N/A	1,903 Added 34.89%	7,358 $496,000
Q3 2020 Oct 23, 2020	BUY	N/A	593 Added 12.2%	5,455 $349,000
Q2 2020 Aug 03, 2020	BUY	N/A	336 Added 7.42%	4,862 $285,000
Q1 2020 May 01, 2020	BUY	N/A	379 Added 9.14%	4,526 $246,000
Q4 2019 Feb 10, 2020	SELL	N/A	-73 Reduced 1.73%	4,147 $261,000
Q3 2019 Nov 04, 2019	SELL	N/A	-73 Reduced 1.7%	4,220 $259,000
Q2 2019 Aug 13, 2019	BUY	N/A	149 Added 3.6%	4,293 $249,000
Q1 2019 May 08, 2019	BUY	N/A	4,144 New	4,144 $233,000

Others Institutions Holding XLP

# of Institutions

1,311

Shares Held

169M

Call Options Held

13.4M

Put Options Held

18.7M

About CONSUMER STAPLES SECTOR SPDR

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