Institute For Wealth Management, Llc. Consumer Staples Sector Spdr Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,218 shares of XLP stock, worth $244,696. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,218
Previous 2,896 11.12%
Holding current value
$244,696
Previous $221,000 11.31%
% of portfolio
0.03%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$73.08 - $78.4 $23,531 - $25,244
322 Added 11.12%
3,218 $246,000
Q1 2024

Apr 30, 2024
SELL
$71.59 - $76.36 $89,487 - $95,450
-1,250 Reduced 30.15%
2,896 $221,000
Q4 2023

Jan 31, 2024
SELL
$66.22 - $72.3 $5,827 - $6,362
-88 Reduced 2.08%
4,146 $298,000
Q3 2023

Oct 13, 2023
SELL
$68.8 - $76.1 $26,694 - $29,526
-388 Reduced 8.39%
4,234 $291,000
Q2 2023

Jul 25, 2023
BUY
$72.59 - $77.5 $11,324 - $12,090
156 Added 3.49%
4,622 $342,000
Q1 2023

Apr 20, 2023
BUY
$71.11 - $75.78 $10,595 - $11,291
149 Added 3.45%
4,466 $333,000
Q4 2022

Feb 02, 2023
SELL
$71.53 - $77.19 $10,729 - $11,578
-150 Reduced 3.36%
4,317 $321,000
Q3 2022

Oct 18, 2022
BUY
N/A
32 Added 0.72%
4,467 $298,000
Q2 2022

Jul 25, 2022
SELL
N/A
-2,553 Reduced 36.53%
4,435 $320,000
Q1 2022

Apr 29, 2022
SELL
N/A
-265 Reduced 3.65%
6,988 $530,000
Q4 2021

Jan 21, 2022
BUY
N/A
770 Added 11.88%
7,253 $559,000
Q3 2021

Nov 15, 2021
SELL
N/A
-305 Reduced 4.49%
6,483 $446,000
Q2 2021

Jul 21, 2021
BUY
N/A
50 Added 0.74%
6,788 $475,000
Q1 2021

May 04, 2021
SELL
N/A
-323 Reduced 4.57%
6,738 $461,000
Q4 2020

Feb 01, 2021
BUY
N/A
88 Added 1.26%
7,061 $476,000
Q3 2020

Nov 03, 2020
BUY
N/A
345 Added 5.21%
6,973 $447,000
Q2 2020

Jul 30, 2020
BUY
N/A
1,350 Added 25.58%
6,628 $389,000
Q1 2020

Apr 29, 2020
SELL
N/A
-2,035 Reduced 27.83%
5,278 $287,000
Q4 2019

Feb 27, 2020
BUY
N/A
6,852 Added 1486.33%
7,313 $461,000
Q4 2019

Jan 27, 2020
SELL
N/A
-7,562 Reduced 94.25%
461 $461,000
Q3 2019

Oct 28, 2019
SELL
N/A
-400 Reduced 4.75%
8,023 $493,000
Q2 2019

Aug 02, 2019
BUY
N/A
8,423 New
8,423 $489,000
Q2 2018

Aug 10, 2018
SELL
N/A
-4,681 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-1,524 Reduced 24.56%
4,681 $241,000
Q4 2017

Feb 12, 2018
SELL
N/A
-132 Reduced 2.08%
6,205 $353,000
Q3 2017

Nov 14, 2017
SELL
N/A
-3,558 Reduced 35.96%
6,337 $342,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,895
9,895 $545,000

Others Institutions Holding XLP

# of Institutions
1,224
Shares Held
171M
Call Options Held
8.17M
Put Options Held
12.4M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email