Moneta Group Investment Advisors LLC Consumer Staples Sector Spdr Transaction History

Moneta Group Investment Advisors LLC

$5.03 Billion
Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,253 shares of XLP stock, worth $399,438. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,253

Previous 5,253 -0.0%

Holding current value

$399,438

Previous $361,000 4.71%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$68.8 - $76.1 $206 - $228	-3 Reduced 0.06%	5,253 $361,000
Q1 2023 May 15, 2023	BUY	$71.11 - $75.78 $76,585 - $81,615	1,077 Added 25.77%	5,256 $392,000
Q4 2022 Feb 16, 2023	BUY	$71.53 - $77.19 $11,373 - $12,273	159 Added 3.96%	4,179 $311,000
Q4 2022 Feb 16, 2023	SELL	$71.53 - $77.19 $287 Million - $310 Million	-4,015,497 Reduced 99.9%	4,020 $299,000
Q4 2022 Feb 15, 2023	BUY	$71.53 - $77.19 $287 Million - $310 Million	4,015,321 Added 95694.02%	4,019,517 $300 Million

Q3 2022 Nov 14, 2022	SELL	N/A	-584 Reduced 12.22%	4,196 $280,000
Q2 2022 Aug 15, 2022	SELL	N/A	-1,729 Reduced 26.56%	4,780 $345,000
Q1 2022 May 11, 2022	BUY	N/A	453 Added 7.48%	6,509 $494,000
Q4 2021 Feb 11, 2022	SELL	N/A	-2 Reduced 0.03%	6,056 $467,000
Q3 2021 Nov 12, 2021	BUY	N/A	1,399 Added 30.03%	6,058 $417,000
Q2 2021 Aug 13, 2021	BUY	N/A	604 Added 14.9%	4,659 $326,000
Q1 2021 May 14, 2021	BUY	N/A	4,055 New	4,055 $277,000
Q3 2018 Nov 13, 2018	SELL	N/A	-2,087 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-35,061 Reduced 94.38%	2,087 $108,000
Q2 2018 Aug 15, 2018	SELL	N/A	-2,026 Reduced 5.17%	37,148 $108,000
Q2 2018 Aug 14, 2018	BUY	N/A	39,174 New	39,174 $218,000

Others Institutions Holding XLP

# of Institutions

1,223

Shares Held

173M

Call Options Held

9.07M

Put Options Held

9.49M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC Consumer Staples Sector Spdr Transaction History