Holistic Planning, LLC Consumer Staples Sector Spdr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 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 14,164 shares of XLP stock, worth $1.08 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,164
Previous 13,848 2.28%
Holding current value
$1.08 Million
Previous $1.12 Billion 1.0%
% of portfolio
0.29%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
316 Added 2.28%
14,164 $1.11 Billion
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
1,382
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
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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