Ever Source Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,644 shares of XLP stock, worth $201,049. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,644

Previous 520 408.46%

Holding current value

$201,049

Previous $39,000 415.38%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	N/A	2,124 Added 408.46%	2,644 $201,000
Q4 2024 Feb 07, 2025	BUY	N/A	180 Added 52.94%	520 $39,000
Q2 2024 Aug 13, 2024	SELL	$73.08 - $78.4 $5,407 - $5,801	-74 Reduced 17.87%	340 $26,000
Q1 2024 Jun 11, 2024	BUY	$71.59 - $76.36 $12,170 - $12,981	170 Added 69.67%	414 $31,000
Q4 2023 Feb 09, 2024	SELL	$66.22 - $72.3 $37,016 - $40,415	-559 Reduced 69.61%	244 $17,000
Q2 2023 Aug 04, 2023	SELL	$72.59 - $77.5 $277,293 - $296,050	-3,820 Reduced 82.63%	803 $59,000
Q1 2023 May 11, 2023	BUY	$71.11 - $75.78 $296,528 - $316,002	4,170 Added 920.53%	4,623 $345,000
Q4 2022 Feb 09, 2023	BUY	$71.53 - $77.19 $32,403 - $34,967	453 New	453 $33,000

Others Institutions Holding XLP

# of Institutions

1,385

Shares Held

175M

Call Options Held

10.4M

Put Options Held

14.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Ever Source Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History