Holistic Planning, LLC Consumer Staples Sector Spdr Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 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 12,945 shares of XLP stock, worth $984,337. This represents 0.36% of its overall portfolio holdings.

Number of Shares
12,945
Previous 12,081 7.15%
Holding current value
$984,337
Previous $950 Million 11.32%
% of portfolio
0.36%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,360
Shares Held
181M
Call Options Held
8.73M
Put Options Held
15.5M
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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