A detailed history of Congress Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 368,741 shares of XLP stock, worth $28 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
368,741
Previous 371,919 0.85%
Holding current value
$28 Million
Previous $28.5 Million 1.55%
% of portfolio
0.39%
Previous 0.47%

Shares

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

Nov 12, 2024

SELL
$76.04 - $76.04 $241,655 - $241,655
-3,178 Reduced 0.85%
368,741 $28 Million
Q2 2024

Aug 13, 2024

BUY
$73.08 - $78.4 $313,659 - $336,492
4,292 Added 1.17%
371,919 $28.5 Million
Q1 2024

Apr 18, 2024

BUY
$71.59 - $76.36 $3.38 Million - $3.6 Million
47,144 Added 14.71%
367,627 $28.1 Million
Q4 2023

Feb 09, 2024

BUY
$66.22 - $72.3 $20.7 Million - $22.6 Million
313,263 Added 4338.82%
320,483 $23.1 Million
Q3 2023

Oct 30, 2023

BUY
$68.8 - $76.1 $14,998 - $16,589
218 Added 3.11%
7,220 $496,000
Q2 2023

Jul 13, 2023

SELL
$72.59 - $77.5 $186,701 - $199,330
-2,572 Reduced 26.86%
7,002 $519,000
Q1 2023

Apr 14, 2023

SELL
$71.11 - $75.78 $54.2 Million - $57.8 Million
-762,731 Reduced 98.76%
9,574 $715,000
Q4 2022

Feb 02, 2023

SELL
$71.53 - $77.19 $1.22 Million - $1.32 Million
-17,054 Reduced 2.16%
772,305 $57.6 Million
Q3 2022

Nov 08, 2022

SELL
N/A
-212,985 Reduced 21.25%
789,359 $52.7 Million
Q2 2022

Aug 11, 2022

SELL
N/A
-6,231 Reduced 0.62%
1,002,344 $72.3 Million
Q1 2022

May 16, 2022

BUY
N/A
978,165 Added 3216.59%
1,008,575 $76.5 Million
Q4 2021

Feb 04, 2022

BUY
N/A
30,410 New
30,410 $2.35 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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