Mission Wealth Management, LP Consumer Staples Sector Spdr Transaction History

Mission Wealth Management, LP

$4.6 Billion
Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,067 shares of XLP stock, worth $689,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,067

Previous 9,035 0.35%

Holding current value

$689,454

Previous $687,000 0.29%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	N/A	32 Added 0.35%	9,067 $689,000
Q1 2025 Apr 17, 2025	BUY	N/A	904 Added 11.12%	9,035 $687,000
Q4 2024 Feb 06, 2025	SELL	N/A	-261 Reduced 3.11%	8,131 $618,000
Q3 2024 Oct 31, 2024	SELL	$76.04 - $76.04 $18,173 - $18,173	-239 Reduced 2.77%	8,392 $638,000
Q2 2024 Aug 02, 2024	SELL	$73.08 - $78.4 $248,472 - $266,560	-3,400 Reduced 28.26%	8,631 $660,000
Q1 2024 Apr 30, 2024	BUY	$71.59 - $76.36 $123,206 - $131,415	1,721 Added 16.69%	12,031 $918,000
Q4 2023 Feb 05, 2024	BUY	$66.22 - $72.3 $13,773 - $15,038	208 Added 2.06%	10,310 $742,000
Q3 2023 Oct 23, 2023	SELL	$68.8 - $76.1 $6,467 - $7,153	-94 Reduced 0.92%	10,102 $695,000
Q2 2023 Aug 04, 2023	SELL	$72.59 - $77.5 $114,038 - $121,752	-1,571 Reduced 13.35%	10,196 $756,000
Q1 2023 Apr 07, 2023	BUY	$71.11 - $75.78 $836,751 - $891,703	11,767 New	11,767 $879,000

Others Institutions Holding XLP

# of Institutions

1,403

Shares Held

184M

Call Options Held

7.22M

Put Options Held

11.7M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Mission Wealth Management, LP Consumer Staples Sector Spdr Transaction History