Morris Retirement Advisors, LLC Consumer Staples Sector Spdr Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,546 shares of XLP stock, worth $193,597. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,546
Previous 2,746 7.28%
Holding current value
$193,597
Previous $208,000 7.21%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
N/A
-200 Reduced 7.28%
2,546 $193,000
Q4 2024

Jan 13, 2025
BUY
N/A
12 Added 0.44%
2,746 $208,000
Q1 2024

May 03, 2024
SELL
$71.59 - $76.36 $98,651 - $105,224
-1,378 Reduced 33.51%
2,734 $208,000
Q4 2023

Feb 12, 2024
SELL
$66.22 - $72.3 $3.18 Million - $3.47 Million
-47,947 Reduced 92.1%
4,112 $296,000
Q3 2023

Nov 08, 2023
BUY
$68.8 - $76.1 $311,044 - $344,048
4,521 Added 9.51%
52,059 $3.58 Million
Q2 2023

Jul 17, 2023
SELL
$72.59 - $77.5 $906,358 - $967,665
-12,486 Reduced 20.8%
47,538 $3.53 Million
Q1 2023

Apr 13, 2023
BUY
$71.11 - $75.78 $155,446 - $165,655
2,186 Added 3.78%
60,024 $4.48 Million
Q4 2022

Feb 02, 2023
BUY
$71.53 - $77.19 $24,820 - $26,784
347 Added 0.6%
57,838 $4.31 Million
Q3 2022

Oct 14, 2022
BUY
N/A
4,623 Added 8.74%
57,491 $3.84 Million
Q2 2022

Aug 08, 2022
BUY
N/A
52,868 New
52,868 $3.82 Million

Others Institutions Holding XLP

# of Institutions
1,385
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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