A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 863 shares of XLP stock, worth $65,622. This represents 0.02% of its overall portfolio holdings.

Number of Shares
863
Previous 988 12.65%
Holding current value
$65,622
Previous $75,000 5.33%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$76.04 - $76.04 $9,505 - $9,505
-125 Reduced 12.65%
863 $71,000
Q2 2024

Jul 17, 2024

SELL
$73.08 - $78.4 $8,842 - $9,486
-121 Reduced 10.91%
988 $75,000
Q1 2024

May 03, 2024

SELL
$71.59 - $76.36 $1,789 - $1,909
-25 Reduced 2.2%
1,109 $84,000
Q4 2023

Jan 23, 2024

BUY
$66.22 - $72.3 $331 - $361
5 Added 0.44%
1,134 $81,000
Q3 2023

Oct 10, 2023

BUY
$68.8 - $76.1 $619 - $684
9 Added 0.8%
1,129 $77,000
Q1 2023

Apr 13, 2023

BUY
$71.11 - $75.78 $79,643 - $84,873
1,120 New
1,120 $84,000
Q3 2022

Oct 11, 2022

SELL
N/A
-2,109 Reduced 65.48%
1,112 $74,000
Q2 2022

Jul 18, 2022

BUY
N/A
3,221 New
3,221 $233,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.