Modern Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,803 shares of XLP stock, worth $213,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,803

Previous 2,803 -0.0%

Holding current value

$213,140

Previous $229 Million 99.91%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	N/A	2 Added 0.07%	2,803 $229 Million
Q4 2024 May 30, 2025	SELL	N/A	-2 Reduced 0.07%	2,801 $212,000
Q4 2024 May 29, 2025	SELL	N/A	-2 Reduced 0.07%	2,801 $212,000
Q4 2024 Feb 11, 2025	BUY	N/A	2 Added 0.07%	2,801 $224 Million
Q3 2024 May 30, 2025	SELL	$76.04 - $76.04 $304 - $304	-4 Reduced 0.14%	2,799 $212,000
Q3 2024 May 29, 2025	SELL	$76.04 - $76.04 $304 - $304	-4 Reduced 0.14%	2,799 $212,000
Q3 2024 Nov 05, 2024	BUY	$76.04 - $76.04 $152 - $152	2 Added 0.07%	2,799 $232 Million
Q2 2024 May 29, 2025	SELL	$73.08 - $78.4 $438 - $470	-6 Reduced 0.21%	2,797 $214,000
Q2 2024 Aug 07, 2024	BUY	$73.08 - $78.4 $204,404 - $219,284	2,797 New	2,797 $214 Million

Others Institutions Holding XLP

# of Institutions

1,386

Shares Held

175M

Call Options Held

10.4M

Put Options Held

14.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Modern Wealth Management, LLC Consumer Staples Sector Spdr Transaction History