Financial Advocates Investment Management Consumer Staples Sector Spdr Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Financial Advocates Investment Management holds 33,200 shares of XLP stock, worth $2.52 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

33,200

Previous 55,151 39.8%

Holding current value

$2.52 Million

Previous $4.19 Million 39.8%

% of portfolio

0.15%

Previous 0.24%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	N/A	-21,951 Reduced 39.8%	33,200 $2.52 Million
Q3 2024 Oct 25, 2024	BUY	$76.04 - $76.04 $1.45 Million - $1.45 Million	19,005 Added 52.58%	55,151 $4.19 Million
Q2 2024 Jul 26, 2024	BUY	$73.08 - $78.4 $101,142 - $108,505	1,384 Added 3.98%	36,146 $2.77 Million
Q1 2024 May 01, 2024	SELL	$71.59 - $76.36 $15,678 - $16,722	-219 Reduced 0.63%	34,762 $2.65 Million
Q4 2023 Feb 08, 2024	SELL	$66.22 - $72.3 $612,336 - $668,558	-9,247 Reduced 20.91%	34,981 $2.52 Million
Q3 2023 Oct 27, 2023	SELL	$68.8 - $76.1 $745,310 - $824,391	-10,833 Reduced 19.67%	44,228 $3.04 Million
Q2 2023 Aug 07, 2023	BUY	$72.59 - $77.5 $59,886 - $63,937	825 Added 1.52%	55,061 $4.08 Million
Q1 2023 May 11, 2023	SELL	$71.11 - $75.78 $1.19 Million - $1.27 Million	-16,763 Reduced 23.61%	54,236 $4.05 Million
Q4 2022 Feb 14, 2023	BUY	$71.53 - $77.19 $917,586 - $990,193	12,828 Added 22.05%	70,999 $5.29 Million
Q3 2022 Nov 14, 2022	BUY	N/A	5,535 Added 10.52%	58,171 $3.88 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-3,129 Reduced 5.61%	52,636 $3.8 Million
Q1 2022 May 11, 2022	BUY	N/A	6,175 Added 12.45%	55,765 $4.23 Million
Q4 2021 Feb 14, 2022	BUY	N/A	104 Added 0.21%	49,590 $3.82 Million
Q3 2021 Nov 04, 2021	SELL	N/A	-974 Reduced 1.93%	49,486 $3.41 Million
Q2 2021 Aug 03, 2021	SELL	N/A	-1,227 Reduced 2.37%	50,460 $3.53 Million
Q1 2021 May 10, 2021	SELL	N/A	-37,834 Reduced 42.26%	51,687 $3.53 Million
Q4 2020 Feb 12, 2021	SELL	N/A	-108,038 Reduced 54.69%	89,521 $7.07 Million
Q3 2020 Nov 04, 2020	BUY	N/A	84,206 Added 74.29%	197,559 $12.7 Million
Q2 2020 Aug 14, 2020	BUY	N/A	55,852 Added 97.13%	113,353 $6.65 Million
Q1 2020 Apr 29, 2020	SELL	N/A	-15,764 Reduced 21.52%	57,501 $3.13 Million
Q4 2019 Feb 13, 2020	BUY	N/A	155 Added 0.21%	73,265 $4.61 Million
Q3 2019 Nov 13, 2019	BUY	N/A	51,753 Added 242.32%	73,110 $4.49 Million
Q2 2019 Aug 08, 2019	BUY	N/A	4,672 Added 28.0%	21,357 $1.24 Million
Q1 2019 May 16, 2019	BUY	N/A	491 Added 3.03%	16,685 $936,000
Q4 2018 Feb 14, 2019	BUY	N/A	4,195 Added 34.96%	16,194 $0
Q3 2018 Nov 14, 2018	BUY	N/A	423 Added 3.65%	11,999 $0
Q2 2018 Aug 09, 2018	BUY	N/A	1,263 Added 12.25%	11,576 $593,000
Q1 2018 May 11, 2018	SELL	N/A	-501 Reduced 4.63%	10,313 $542,000
Q4 2017 Feb 15, 2018	BUY	N/A	10,814	10,814 $616,000

Others Institutions Holding XLP

# of Institutions

1,320

Shares Held

168M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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Financial Advocates Investment Management Consumer Staples Sector Spdr Transaction History