Measured Wealth Private Client Group, LLC Consumer Staples Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 89,569 shares of XLP stock, worth $6.81 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

89,569

Previous 81,291 10.18%

Holding current value

$6.81 Million

Previous $6.18 Million 10.18%

% of portfolio

2.22%

Previous 2.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	N/A	8,278 Added 10.18%	89,569 $6.81 Million
Q3 2024 Oct 25, 2024	BUY	$76.04 - $76.04 $2.16 Million - $2.16 Million	28,443 Added 53.82%	81,291 $6.18 Million
Q2 2024 Aug 12, 2024	SELL	$73.08 - $78.4 $132,713 - $142,374	-1,816 Reduced 3.32%	52,848 $4.05 Million
Q1 2024 Apr 18, 2024	SELL	$71.59 - $76.36 $63,858 - $68,113	-892 Reduced 1.61%	54,664 $4.17 Million
Q4 2023 Feb 06, 2024	BUY	$66.22 - $72.3 $27,216 - $29,715	411 Added 0.75%	55,556 $4 Million
Q3 2023 Oct 18, 2023	SELL	$68.8 - $76.1 $150,947 - $166,963	-2,194 Reduced 3.83%	55,145 $3.79 Million
Q2 2023 Jul 20, 2023	SELL	$72.59 - $77.5 $628,919 - $671,460	-8,664 Reduced 13.13%	57,339 $4.25 Million
Q1 2023 May 01, 2023	SELL	$71.11 - $75.78 $117,118 - $124,809	-1,647 Reduced 2.43%	66,003 $4.93 Million
Q4 2022 Jan 23, 2023	BUY	$71.53 - $77.19 $485,974 - $524,428	6,794 Added 11.16%	67,650 $0
Q3 2022 Oct 27, 2022	BUY	N/A	40,606 Added 200.52%	60,856 $4.06 Million
Q2 2022 Jul 25, 2022	BUY	N/A	20,250 New	20,250 $1.46 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-190 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	190 New	190 $10,000

Others Institutions Holding XLP

# of Institutions

1,320

Shares Held

168M

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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

Measured Wealth Private Client Group, LLC Consumer Staples Sector Spdr Transaction History