Foundations Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

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 6,623 shares of XLP stock, worth $503,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,623

Previous 201,495 96.71%

Holding current value

$503,612

Previous $15.3 Million 96.72%

% of portfolio

0.01%

Previous 0.31%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	N/A	-194,872 Reduced 96.71%	6,623 $503,000
Q4 2024 Jan 22, 2025	BUY	N/A	15,539 Added 8.36%	201,495 $15.3 Million
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

# 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
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Foundations Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History