Lodestone Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Lodestone Wealth Management LLC

$190 Billion
Q2 2024

A detailed history of Lodestone Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,314 shares of XLP stock, worth $480,116. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,314

Previous 6,321 0.11%

Holding current value

$480,116

Previous $483 Million 0.17%

% of portfolio

0.25%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$73.08 - $78.4 $511 - $548	-7 Reduced 0.11%	6,314 $483 Million
Q1 2024 Apr 30, 2024	BUY	$71.59 - $76.36 $5,655 - $6,032	79 Added 1.27%	6,321 $483 Million
Q4 2023 Jan 24, 2024	BUY	$66.22 - $72.3 $26,156 - $28,558	395 Added 6.76%	6,242 $450 Million
Q3 2023 Oct 20, 2023	BUY	$68.8 - $76.1 $8,324 - $9,208	121 Added 2.11%	5,847 $402 Million
Q2 2023 Jul 25, 2023	SELL	$72.59 - $77.5 $12,485 - $13,330	-172 Reduced 2.92%	5,726 $425 Million

Q1 2023 May 15, 2023	BUY	$71.11 - $75.78 $639 - $682	9 Added 0.15%	5,898 $441 Million
Q4 2022 Feb 09, 2023	BUY	$71.53 - $77.19 $421,240 - $454,571	5,889 New	5,889 $439 Million

Others Institutions Holding XLP

# of Institutions

1,224

Shares Held

173M

Call Options Held

9.07M

Put Options Held

9.49M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Lodestone Wealth Management LLC Consumer Staples Sector Spdr Transaction History