Morris Retirement Advisors, LLC Consumer Staples Sector Spdr Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

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 2,734 shares of XLP stock, worth $207,893. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,734

Previous 2,734 -0.0%

Holding current value

$207,893

Previous $209,000 0.96%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

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Morris Retirement Advisors, LLC Consumer Staples Sector Spdr Transaction History