Hcr Wealth Advisors Consumer Staples Sector Spdr Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,806 shares of XLP stock, worth $213,368. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,806

Previous 2,864 2.03%

Holding current value

$213,368

Previous $217,000 1.84%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	N/A	-58 Reduced 2.03%	2,806 $213,000
Q4 2024 Jan 14, 2025	SELL	N/A	-135 Reduced 4.5%	2,864 $217,000
Q3 2024 Oct 10, 2024	BUY	$76.04 - $76.04 $228,043 - $228,043	2,999 New	2,999 $228,000
Q4 2023 Feb 09, 2024	BUY	$66.22 - $72.3 $183,959 - $200,849	2,778 New	2,778 $200,000
Q2 2023 Aug 09, 2023	BUY	$72.59 - $77.5 $199,695 - $213,202	2,751 New	2,751 $204,000
Q1 2022 May 05, 2022	SELL	N/A	-2,622 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	N/A	2,622 New	2,622 $202,000
Q3 2021 Nov 02, 2021	SELL	N/A	-4,222 Closed	0 $0
Q1 2021 May 13, 2021	SELL	N/A	-25 Reduced 0.59%	4,222 $288,000
Q4 2020 Feb 04, 2021	BUY	N/A	53 Added 1.26%	4,247 $286,000
Q3 2020 Nov 05, 2020	BUY	N/A	75 Added 1.82%	4,194 $269,000
Q2 2020 Jul 30, 2020	SELL	N/A	-400 Reduced 8.85%	4,119 $242,000
Q1 2020 May 08, 2020	BUY	N/A	2,037 Added 82.07%	4,519 $246,000
Q4 2019 Feb 07, 2020	BUY	N/A	2,482 New	2,482 $156,000

Others Institutions Holding XLP

# of Institutions

1,360

Shares Held

181M

Call Options Held

8.73M

Put Options Held

15.5M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Hcr Wealth Advisors Consumer Staples Sector Spdr Transaction History