A detailed history of Long View Wealth Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Long View Wealth Management holds 5,292 shares of XLP stock, worth $402,403. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,292
Previous 5,583 5.21%
Holding current value
$402,403
Previous $426 Million 4.94%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$73.08 - $78.4 $21,266 - $22,814
-291 Reduced 5.21%
5,292 $405 Million
Q1 2024

Apr 16, 2024

BUY
$71.59 - $76.36 $644 - $687
9 Added 0.16%
5,583 $426 Million
Q4 2023

Jan 10, 2024

BUY
$66.22 - $72.3 $369,110 - $403,000
5,574 New
5,574 $405 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.