Hb Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Hb Wealth Management, LLC

$8.6 Billion
Q2 2024

A detailed history of Hb Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,458 shares of XLP stock, worth $871,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,458

Previous 7,120 60.93%

Holding current value

$871,266

Previous $543,000 61.51%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$73.08 - $78.4 $317,021 - $340,099	4,338 Added 60.93%	11,458 $877,000
Q1 2024 Apr 30, 2024	SELL	$71.59 - $76.36 $1,861 - $1,985	-26 Reduced 0.36%	7,120 $543,000
Q4 2023 Jan 16, 2024	SELL	$66.22 - $72.3 $44,234 - $48,296	-668 Reduced 8.55%	7,146 $514,000
Q3 2023 Oct 13, 2023	SELL	$68.8 - $76.1 $36,739 - $40,637	-534 Reduced 6.4%	7,814 $537,000
Q2 2023 Jul 13, 2023	BUY	$72.59 - $77.5 $136,033 - $145,235	1,874 Added 28.95%	8,348 $619,000
Q1 2023 Apr 13, 2023	BUY	$71.11 - $75.78 $9,030 - $9,624	127 Added 2.0%	6,474 $483,000
Q4 2022 Jan 20, 2023	BUY	$71.53 - $77.19 $25,965 - $28,019	363 Added 6.07%	6,347 $0
Q3 2022 Oct 19, 2022	SELL	N/A	-270 Reduced 4.32%	5,984 $399,000
Q2 2022 Jul 15, 2022	BUY	N/A	270 Added 4.51%	6,254 $451,000
Q1 2022 May 16, 2022	BUY	N/A	300 Added 5.28%	5,984 $454,000
Q4 2021 Feb 15, 2022	BUY	N/A	5,684 New	5,684 $438,000

Others Institutions Holding XLP

# of Institutions

1,223

Shares Held

171M

Call Options Held

8.17M

Put Options Held

12.4M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Hb Wealth Management, LLC Consumer Staples Sector Spdr Transaction History