Evanson Asset Management, LLC Consumer Staples Sector Spdr Transaction History

Evanson Asset Management, LLC

  • $1.57 Billion
  • Q3 2025

A detailed history of Evanson Asset Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 9,569 shares of XLP stock, worth $727,626. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,569
Previous 9,526 0.45%
Holding current value
$727,626
Previous $724,000 0.41%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
43 Added 0.45%
9,569 $727,000
Q2 2025

Jul 15, 2025
BUY
N/A
41 Added 0.43%
9,526 $724,000
Q1 2025

Apr 21, 2025
BUY
N/A
32 Added 0.34%
9,485 $721,000
Q4 2024

Jan 16, 2025
BUY
N/A
46 Added 0.49%
9,453 $718,000
Q3 2024

Oct 07, 2024
BUY
$76.04 - $76.04 $2,433 - $2,433
32 Added 0.34%
9,407 $715,000
Q2 2024

Jul 12, 2024
BUY
$73.08 - $78.4 $3,288 - $3,528
45 Added 0.48%
9,375 $717,000
Q4 2022

Jan 25, 2023
SELL
$71.53 - $77.19 $29,112 - $31,416
-407 Reduced 4.18%
9,330 $0
Q3 2022

Oct 12, 2022
BUY
N/A
407 Added 4.36%
9,737 $650,000
Q4 2020

Jan 22, 2021
SELL
N/A
-81 Reduced 0.86%
9,330 $629,000
Q4 2019

Jan 13, 2020
BUY
N/A
81 Added 0.87%
9,411 $593,000
Q3 2018

Oct 10, 2018
SELL
N/A
-39 Reduced 0.42%
9,330 $503,000
Q2 2018

Jul 11, 2018
BUY
N/A
39 Added 0.42%
9,369 $483,000
Q3 2017

Nov 14, 2017
BUY
N/A
9,330
9,330 $504,000

Others Institutions Holding XLP

# of Institutions
1,392
Shares Held
180M
Call Options Held
7.22M
Put Options Held
11.7M
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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