A detailed history of Foundations Investment Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 185,956 shares of XLP stock, worth $14.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
185,956
Previous 173,795 7.0%
Holding current value
$14.1 Million
Previous $13.3 Million 6.24%
% of portfolio
0.32%
Previous 0.34%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$76.04 - $76.04 $924,722 - $924,722
12,161 Added 7.0%
185,956 $14.1 Million
Q2 2024

Aug 02, 2024

BUY
$73.08 - $78.4 $1.69 Million - $1.81 Million
23,105 Added 15.33%
173,795 $13.3 Million
Q1 2024

May 13, 2024

BUY
$71.59 - $76.36 $1.65 Million - $1.76 Million
23,005 Added 18.02%
150,690 $11.5 Million
Q4 2023

Feb 08, 2024

BUY
$66.22 - $72.3 $7.7 Million - $8.4 Million
116,205 Added 1012.24%
127,685 $9.2 Million
Q3 2023

Oct 05, 2023

SELL
$68.8 - $76.1 $19.6 Million - $21.7 Million
-285,116 Reduced 96.13%
11,480 $789,000
Q2 2023

Jul 19, 2023

BUY
$72.59 - $77.5 $9.18 Million - $9.8 Million
126,511 Added 74.38%
296,596 $22 Million
Q1 2023

Apr 25, 2023

BUY
$71.11 - $75.78 $956,145 - $1.02 Million
13,446 Added 8.58%
170,085 $12.7 Million
Q4 2022

Jan 11, 2023

BUY
$71.53 - $77.19 $656,287 - $708,218
9,175 Added 6.22%
156,639 $0
Q3 2022

Oct 19, 2022

BUY
N/A
31,119 Added 26.75%
147,464 $9.84 Million
Q2 2022

Jul 08, 2022

BUY
N/A
116,345 New
116,345 $8.49 Million
Q3 2021

Oct 13, 2021

SELL
N/A
-30,104 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
N/A
1,283 Added 4.45%
30,104 $2.11 Million
Q1 2021

Apr 09, 2021

SELL
N/A
-210,089 Reduced 87.94%
28,821 $1.99 Million
Q4 2020

Jan 13, 2021

BUY
N/A
193,741 Added 428.92%
238,910 $16 Million
Q3 2020

Oct 07, 2020

SELL
N/A
-8,216 Reduced 15.39%
45,169 $2.9 Million
Q2 2020

Jul 08, 2020

SELL
N/A
-4,415 Reduced 7.64%
53,385 $3.15 Million
Q1 2020

Apr 06, 2020

BUY
N/A
5,114 Added 9.71%
57,800 $3.1 Million
Q4 2019

Jan 09, 2020

BUY
N/A
2,405 Added 4.78%
52,686 $3.29 Million
Q3 2019

Oct 07, 2019

BUY
N/A
14,102 Added 38.98%
50,281 $3.04 Million
Q2 2019

Jul 08, 2019

SELL
N/A
-447,549 Reduced 92.52%
36,179 $2.16 Million
Q1 2019

Apr 08, 2019

BUY
N/A
483,728 New
483,728 $27.1 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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