A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 83 shares of XLP stock, worth $6,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares
83
Previous 76 9.21%
Holding current value
$6,311
Previous $62,000 8.06%
% of portfolio
0.01%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$76.04 - $76.04 $532 - $532
7 Added 9.21%
83 $67,000
Q2 2024

Jul 26, 2024

SELL
$73.08 - $78.4 $53,275 - $57,153
-729 Reduced 90.56%
76 $62,000
Q1 2024

Jul 26, 2024

BUY
$71.59 - $76.36 $52,117 - $55,590
728 Added 945.45%
805 $62,000
Q1 2024

May 03, 2024

SELL
$71.59 - $76.36 $51,687 - $55,131
-722 Reduced 90.36%
77 $62,000
Q4 2023

Feb 02, 2024

BUY
$66.22 - $72.3 $397 - $433
6 Added 0.76%
799 $58,000
Q3 2023

Nov 03, 2023

BUY
$68.8 - $76.1 $412 - $456
6 Added 0.76%
793 $54,000
Q2 2023

Aug 04, 2023

BUY
$72.59 - $77.5 $362 - $387
5 Added 0.64%
787 $58,000
Q1 2023

May 05, 2023

BUY
$71.11 - $75.78 $284 - $303
4 Added 0.51%
782 $58,000
Q4 2022

Jan 30, 2023

BUY
$71.53 - $77.19 $55,650 - $60,053
778 New
778 $58,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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

Track Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, Inc. 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 Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.