Dynamic Wealth Strategies, LLC Consumer Staples Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 246 shares of XLP stock, worth $18,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares
246
Holding current value
$18,705
% of portfolio
0.02%

Shares

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

May 12, 2025
BUY
N/A
246 New
246 $18,000
Q3 2024

Nov 13, 2024
SELL
$76.04 - $76.04 $1,977 - $1,977
-26 Reduced 9.56%
246 $20,000
Q4 2023

Feb 13, 2024
BUY
$66.22 - $72.3 $18,011 - $19,665
272 New
272 $19.6 Million

Others Institutions Holding XLP

# of Institutions
1,384
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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