Holistic Planning, LLC Consumer Staples Sector Spdr Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 13,848 shares of XLP stock, worth $1.05 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
13,848
Previous 12,945 6.98%
Holding current value
$1.05 Million
Previous $1.06 Billion 6.06%
% of portfolio
0.32%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
903 Added 6.98%
13,848 $1.12 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
864 Added 7.15%
12,945 $1.06 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
8,667 Added 253.87%
12,081 $950 Million
Q3 2024

Nov 01, 2024
BUY
$76.04 - $76.04 $259,600 - $259,600
3,414 New
3,414 $283 Million

Others Institutions Holding XLP

# of Institutions
1,396
Shares Held
184M
Call Options Held
7.22M
Put Options Held
11.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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