Jfs Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 8,517 shares of XLP stock, worth $647,632. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,517
Previous 8,718 2.31%
Holding current value
$647,632
Previous $667,000 3.0%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 25, 2024
SELL
$76.04 - $76.04 $15,284 - $15,284
-201 Reduced 2.31%
8,517 $647,000
Q2 2024

Jul 15, 2024
BUY
$73.08 - $78.4 $11,838 - $12,700
162 Added 1.89%
8,718 $667,000
Q1 2024

Apr 30, 2024
BUY
$71.59 - $76.36 $38,014 - $40,547
531 Added 6.62%
8,556 $653,000
Q4 2023

Feb 07, 2024
BUY
$66.22 - $72.3 $112,375 - $122,693
1,697 Added 26.82%
8,025 $578,000
Q3 2023

Nov 02, 2023
BUY
$68.8 - $76.1 $20,089 - $22,221
292 Added 4.84%
6,328 $435,000
Q2 2023

Aug 07, 2023
SELL
$72.59 - $77.5 $2,685 - $2,867
-37 Reduced 0.61%
6,036 $447,000
Q1 2023

Apr 19, 2023
SELL
$71.11 - $75.78 $20,621 - $21,976
-290 Reduced 4.56%
6,073 $453,000
Q4 2022

Feb 13, 2023
BUY
$71.53 - $77.19 $6,008 - $6,483
84 Added 1.34%
6,363 $474,000
Q3 2022

Oct 21, 2022
SELL
N/A
-862 Reduced 12.07%
6,279 $419,000
Q2 2022

Aug 02, 2022
BUY
N/A
317 Added 4.65%
7,141 $515,000
Q1 2022

May 02, 2022
SELL
N/A
-938 Reduced 12.08%
6,824 $518,000
Q4 2021

Feb 03, 2022
BUY
N/A
1,523 Added 24.41%
7,762 $599,000
Q3 2021

Nov 09, 2021
BUY
N/A
6,239 New
6,239 $429,000
Q4 2018

Jan 28, 2019
SELL
N/A
-253 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
253 New
253 $14,000
Q2 2018

Jul 26, 2018
SELL
N/A
-140 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
119 Added 566.67%
140 $7,000
Q4 2017

Jan 31, 2018
BUY
N/A
21
21 $1,000

Others Institutions Holding XLP

# of Institutions
1,308
Shares Held
175M
Call Options Held
13.1M
Put Options Held
18.4M
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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