Capstone Financial Advisors, Inc. Consumer Staples Sector Spdr Transaction History

Capstone Financial Advisors, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 2,560 shares of XLP stock, worth $194,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,560
Previous 2,552 0.31%
Holding current value
$194,662
Previous $194,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
8 Added 0.31%
2,560 $194,000
Q1 2025

May 09, 2025
SELL
N/A
-46 Reduced 1.77%
2,552 $194,000
Q4 2024

Feb 14, 2025
SELL
N/A
-93 Reduced 3.46%
2,598 $197,000
Q3 2024

Nov 14, 2024
BUY
$76.04 - $76.04 $204,623 - $204,623
2,691 New
2,691 $204,000

Others Institutions Holding XLP

# of Institutions
1,403
Shares Held
184M
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
Track This Portfolio

Track Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, Inc. 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 Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email