Epg Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Epg Wealth Management LLC holds 10,197 shares of XLP stock, worth $775,379. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,197
Previous 11,712 12.94%
Holding current value
$775,379
Previous $972 Million 17.54%
% of portfolio
0.21%
Previous 0.25%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
N/A
-1,515 Reduced 12.94%
10,197 $802 Million
Q3 2024

Nov 13, 2024
BUY
$76.04 - $76.04 $890,580 - $890,580
11,712 New
11,712 $972 Million
Q2 2024

Aug 13, 2024
SELL
$73.08 - $78.4 $970,940 - $1.04 Million
-13,286 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$71.59 - $76.36 $52,547 - $56,048
734 Added 5.85%
13,286 $1.01 Million
Q4 2023

Feb 14, 2024
SELL
$66.22 - $72.3 $86,946 - $94,929
-1,313 Reduced 9.47%
12,552 $904,000
Q3 2023

Nov 13, 2023
SELL
$68.8 - $76.1 $50,292 - $55,629
-731 Reduced 5.01%
13,865 $954,000
Q2 2023

Aug 15, 2023
BUY
$72.59 - $77.5 $15,606 - $16,662
215 Added 1.5%
14,596 $1.08 Million
Q1 2023

May 15, 2023
BUY
$71.11 - $75.78 $9,315 - $9,927
131 Added 0.92%
14,381 $1.07 Million
Q4 2022

Feb 14, 2023
SELL
$71.53 - $77.19 $15,307 - $16,518
-214 Reduced 1.48%
14,250 $1.06 Million
Q3 2022

Nov 15, 2022
SELL
N/A
-482 Reduced 3.22%
14,464 $965,000
Q2 2022

Aug 15, 2022
BUY
N/A
4,943 Added 49.42%
14,946 $1.08 Million
Q1 2022

May 10, 2022
BUY
N/A
540 Added 5.71%
10,003 $759,000
Q4 2021

Feb 14, 2022
BUY
N/A
2,773 Added 41.45%
9,463 $730,000
Q3 2021

Nov 15, 2021
BUY
N/A
503 Added 8.13%
6,690 $461,000
Q2 2021

Aug 09, 2021
BUY
N/A
509 Added 8.96%
6,187 $433,000
Q1 2021

May 10, 2021
SELL
N/A
-1,211 Reduced 17.58%
5,678 $388,000
Q4 2020

Jan 29, 2021
BUY
N/A
241 Added 3.63%
6,889 $465,000
Q3 2020

Nov 02, 2020
SELL
N/A
-2,706 Reduced 28.93%
6,648 $426,000
Q2 2020

Aug 06, 2020
BUY
N/A
91 Added 0.98%
9,354 $549,000
Q1 2020

May 05, 2020
SELL
N/A
-13,954 Reduced 60.1%
9,263 $504,000
Q4 2019

Feb 14, 2020
BUY
N/A
23,217 New
23,217 $1.46 Million

Others Institutions Holding XLP

# of Institutions
1,353
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email