Kellett Schaffner Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $144 Million
  • Q1 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 4,223 shares of XLP stock, worth $321,116. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,223
Previous 4,069 3.78%
Holding current value
$321,116
Previous $293,000 9.9%
% of portfolio
0.22%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$71.59 - $76.36 $11,024 - $11,759
154 Added 3.78%
4,223 $322,000
Q4 2023

Jan 31, 2024
BUY
$66.22 - $72.3 $269,449 - $294,188
4,069 New
4,069 $293,000

Others Institutions Holding XLP

# of Institutions
1,217
Shares Held
173M
Call Options Held
9.07M
Put Options Held
9.49M
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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