Lodestone Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

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 3,652 shares of XLP stock, worth $277,698. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,652
Previous 3,612 1.11%
Holding current value
$277,698
Previous $284 Million 5.05%
% of portfolio
0.16%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
40 Added 1.11%
3,652 $298 Million
Q4 2024

Jan 30, 2025
BUY
N/A
32 Added 0.89%
3,612 $284 Million
Q3 2024

Oct 29, 2024
SELL
$76.04 - $76.04 $207,893 - $207,893
-2,734 Reduced 43.3%
3,580 $297 Million
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
1,385
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
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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