A detailed history of Fortis Group Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 53,447 shares of XLP stock, worth $4.06 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
53,447
Previous 19,931 168.16%
Holding current value
$4.06 Million
Previous $1.49 Billion 174.11%
% of portfolio
0.75%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$71.59 - $76.36 $2.4 Million - $2.56 Million
33,516 Added 168.16%
53,447 $4.08 Billion
Q4 2023

Mar 04, 2024

BUY
$66.22 - $72.3 $1,986 - $2,169
30 Added 0.15%
19,931 $1.49 Billion
Q3 2023

Dec 01, 2023

SELL
$68.8 - $76.1 $660,548 - $730,636
-9,601 Reduced 32.54%
19,901 $1.49 Billion
Q2 2023

Jul 18, 2023

BUY
$72.59 - $77.5 $260,888 - $278,535
3,594 Added 13.87%
29,502 $2.19 Billion
Q1 2023

May 26, 2023

SELL
$71.11 - $75.78 $251,302 - $267,806
-3,534 Reduced 12.0%
25,908 $2.01 Billion
Q3 2020

Nov 17, 2020

BUY
N/A
29,442 New
29,442 $1.89 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.