Elwood & Goetz Wealth Advisory Group, LLC Consumer Staples Sector Spdr Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$412 Million
Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 20,269 shares of XLP stock, worth $1.54 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

20,269

Previous 56,323 64.01%

Holding current value

$1.54 Million

Previous $4.06 Million 61.86%

% of portfolio

0.38%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$71.59 - $76.36 $2.58 Million - $2.75 Million	-36,054 Reduced 64.01%	20,269 $1.55 Million
Q4 2023 Jan 18, 2024	SELL	$66.22 - $72.3 $565,518 - $617,442	-8,540 Reduced 13.17%	56,323 $4.06 Million
Q3 2023 Oct 19, 2023	BUY	$68.8 - $76.1 $41,004 - $45,355	596 Added 0.93%	64,863 $4.46 Million
Q2 2023 Jul 28, 2023	SELL	$72.59 - $77.5 $68,815 - $73,470	-948 Reduced 1.45%	64,267 $4.77 Million
Q1 2023 Apr 19, 2023	BUY	$71.11 - $75.78 $207,570 - $221,201	2,919 Added 4.69%	65,215 $4.87 Million

Q4 2022 Jan 27, 2023	SELL	$71.53 - $77.19 $1.21 Million - $1.3 Million	-16,895 Reduced 21.33%	62,296 $4.64 Million
Q3 2022 Oct 28, 2022	BUY	N/A	387 Added 0.49%	79,191 $5.28 Million
Q2 2022 Aug 11, 2022	BUY	N/A	71,922 Added 1045.07%	78,804 $5.69 Million
Q1 2022 Apr 15, 2022	BUY	N/A	313 Added 4.76%	6,882 $522,000
Q4 2021 Jan 14, 2022	BUY	N/A	1,249 Added 23.48%	6,569 $507,000
Q3 2021 Oct 18, 2021	BUY	N/A	5,320 New	5,320 $366,000

Others Institutions Holding XLP

# of Institutions

1,217

Shares Held

173M

Call Options Held

9.07M

Put Options Held

9.49M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

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Elwood & Goetz Wealth Advisory Group, LLC Consumer Staples Sector Spdr Transaction History