Capstone Wealth Management Group, LLC Consumer Staples Sector Spdr Transaction History

Capstone Wealth Management Group, LLC

  • $104 Million
  • Q2 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 4,000 shares of XLP stock, worth $304,160. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,000
Previous 8,585 53.41%
Holding current value
$304,160
Previous $652,000 53.37%
% of portfolio
0.29%
Previous 0.38%

Shares

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

Jul 23, 2025
SELL
N/A
-4,585 Reduced 53.41%
4,000 $304,000
Q1 2025

Apr 28, 2025
SELL
N/A
-40,352 Reduced 82.46%
8,585 $652,000
Q4 2024

Jan 14, 2025
SELL
N/A
-2,266 Reduced 4.43%
48,937 $3.72 Million
Q3 2024

Oct 15, 2024
BUY
$76.04 - $76.04 $486,579 - $486,579
6,399 Added 14.28%
51,203 $3.89 Million
Q2 2024

Aug 09, 2024
BUY
$73.08 - $78.4 $201,262 - $215,913
2,754 Added 6.55%
44,804 $3.43 Million
Q1 2024

Apr 18, 2024
BUY
$71.59 - $76.36 $380,071 - $405,395
5,309 Added 14.45%
42,050 $3.21 Million
Q4 2023

Jan 11, 2024
SELL
$66.22 - $72.3 $81,450 - $88,929
-1,230 Reduced 3.24%
36,741 $2.65 Million
Q3 2023

Nov 09, 2023
BUY
$68.8 - $76.1 $338,633 - $374,564
4,922 Added 14.89%
37,971 $2.61 Million
Q2 2023

Jul 27, 2023
BUY
$72.59 - $77.5 $2.4 Million - $2.56 Million
33,049 New
33,049 $2.45 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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