A detailed history of Colton Groome Financial Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 18,366 shares of XLP stock, worth $1.4 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
18,366
Previous 18,223 0.78%
Holding current value
$1.4 Million
Previous $1.39 Million 1.08%
% of portfolio
0.55%
Previous 0.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$73.08 - $78.4 $10,450 - $11,211
143 Added 0.78%
18,366 $1.41 Million
Q1 2024

Apr 18, 2024

SELL
$71.59 - $76.36 $13,458 - $14,355
-188 Reduced 1.02%
18,223 $1.39 Million
Q4 2023

Jan 31, 2024

BUY
$66.22 - $72.3 $653,591 - $713,601
9,870 Added 115.56%
18,411 $1.33 Million
Q3 2023

Oct 23, 2023

SELL
$68.8 - $76.1 $461,304 - $510,250
-6,705 Reduced 43.98%
8,541 $587,000
Q2 2023

Jul 27, 2023

BUY
$72.59 - $77.5 $249,709 - $266,600
3,440 Added 29.14%
15,246 $1.13 Million
Q1 2023

Apr 17, 2023

BUY
$71.11 - $75.78 $98,487 - $104,955
1,385 Added 13.29%
11,806 $882,000
Q4 2022

Jan 25, 2023

BUY
$71.53 - $77.19 $357,363 - $385,641
4,996 Added 92.09%
10,421 $0
Q3 2022

Oct 20, 2022

BUY
N/A
625 Added 13.02%
5,425 $362,000
Q2 2022

Jul 26, 2022

BUY
N/A
1,500 Added 45.45%
4,800 $346,000
Q1 2022

Apr 18, 2022

BUY
N/A
3,300 New
3,300 $250,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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