Fortis Group Advisors, LLC Consumer Staples Sector Spdr Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

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 29,114 shares of XLP stock, worth $2.21 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

29,114

Previous 90,969 68.0%

Holding current value

$2.21 Million

Previous $7.55 Billion 69.69%

% of portfolio

0.43%

Previous 1.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	N/A	-61,855 Reduced 68.0%	29,114 $2.29 Billion
Q3 2024 Oct 21, 2024	BUY	$76.04 - $76.04 $6.71 Million - $6.71 Million	88,231 Added 3222.46%	90,969 $7.55 Billion
Q2 2024 Jul 30, 2024	SELL	$73.08 - $78.4 $3.71 Million - $3.98 Million	-50,709 Reduced 94.88%	2,738 $210 Million
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

# 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
Sector ETFs
Industry ETFs

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Fortis Group Advisors, LLC Consumer Staples Sector Spdr Transaction History