Key Client Fiduciary Advisors, LLC Consumer Staples Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,302 shares of XLP stock, worth $555,244. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,302

Previous 7,140 2.27%

Holding current value

$555,244

Previous $546,000 1.65%

% of portfolio

0.28%

Previous 0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$76.04 - $76.04 $12,318 - $12,318	162 Added 2.27%	7,302 $555,000
Q2 2024 Jul 16, 2024	BUY	$73.08 - $78.4 $9,646 - $10,348	132 Added 1.88%	7,140 $546,000
Q1 2024 Apr 15, 2024	SELL	$71.59 - $76.36 $182,196 - $194,336	-2,545 Reduced 26.64%	7,008 $535,000
Q4 2023 Jan 09, 2024	SELL	$66.22 - $72.3 $24,170 - $26,389	-365 Reduced 3.68%	9,553 $688,000
Q3 2023 Nov 14, 2023	BUY	$68.8 - $76.1 $120,537 - $133,327	1,752 Added 21.45%	9,918 $682,000
Q2 2023 Jul 13, 2023	SELL	$72.59 - $77.5 $156,358 - $166,935	-2,154 Reduced 20.87%	8,166 $605,000
Q1 2023 Apr 25, 2023	BUY	$71.11 - $75.78 $205,507 - $219,004	2,890 Added 38.9%	10,320 $771,000
Q4 2022 Jan 17, 2023	BUY	$71.53 - $77.19 $148,996 - $160,786	2,083 Added 38.96%	7,430 $0
Q3 2022 Oct 12, 2022	BUY	N/A	1,129 Added 26.77%	5,347 $357,000
Q2 2022 Jul 19, 2022	BUY	N/A	702 Added 19.97%	4,218 $304,000
Q1 2022 Apr 18, 2022	BUY	N/A	431 Added 13.97%	3,516 $267,000
Q4 2021 Mar 01, 2022	BUY	N/A	3,085 New	3,085 $238,000

Others Institutions Holding XLP

# of Institutions

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC Consumer Staples Sector Spdr Transaction History