A detailed history of Bright Futures Wealth Management, Llc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 13,027 shares of XLP stock, worth $990,573. This represents 0.5% of its overall portfolio holdings.

Number of Shares
13,027
Previous 5,660 130.16%
Holding current value
$990,573
Previous $433,000 128.64%
% of portfolio
0.5%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$76.04 - $76.04 $560,186 - $560,186
7,367 Added 130.16%
13,027 $990,000
Q2 2024

Aug 07, 2024

BUY
$73.08 - $78.4 $50,571 - $54,252
692 Added 13.93%
5,660 $433,000
Q1 2024

Jun 28, 2024

BUY
$71.59 - $76.36 $355,659 - $379,356
4,968 New
4,968 $382 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, 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 Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.