Capital Advisors Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 39,066 shares of XLP stock, worth $2.97 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
39,066
Previous 36,472 7.11%
Holding current value
$2.97 Million
Previous $2.77 Million 7.1%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Apr 24, 2025
BUY
N/A
2,594 Added 7.11%
39,066 $2.97 Million
Q4 2024

Jan 14, 2025
BUY
N/A
1,317 Added 3.75%
36,472 $2.77 Million
Q3 2024

Oct 15, 2024
BUY
$76.04 - $76.04 $2.67 Million - $2.67 Million
35,155 New
35,155 $2.67 Million

Others Institutions Holding XLP

# of Institutions
1,392
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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