Navis Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 22,641 shares of XLP stock, worth $1.72 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
22,641
Previous 22,512 0.57%
Holding current value
$1.72 Million
Previous $1.71 Million 0.58%
% of portfolio
1.48%
Previous 1.72%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
129 Added 0.57%
22,641 $1.72 Million
Q1 2025

Apr 23, 2025
BUY
N/A
100 Added 0.45%
22,512 $1.71 Million
Q4 2024

Jan 21, 2025
BUY
N/A
142 Added 0.64%
22,412 $1.7 Million
Q3 2024

Oct 24, 2024
BUY
$76.04 - $76.04 $7,527 - $7,527
99 Added 0.45%
22,270 $1.69 Million
Q2 2024

Aug 02, 2024
BUY
$73.08 - $78.4 $10,231 - $10,976
140 Added 0.64%
22,171 $1.7 Million
Q1 2024

Apr 29, 2024
BUY
$71.59 - $76.36 $9,521 - $10,155
133 Added 0.61%
22,031 $1.68 Million
Q4 2023

Feb 05, 2024
BUY
$66.22 - $72.3 $9,138 - $9,977
138 Added 0.63%
21,898 $1.58 Million
Q3 2023

Oct 30, 2023
BUY
$68.8 - $76.1 $8,600 - $9,512
125 Added 0.58%
21,760 $1.5 Million
Q2 2023

Jul 13, 2023
BUY
$72.59 - $77.5 $9,364 - $9,997
129 Added 0.6%
21,635 $1.6 Million
Q1 2023

May 11, 2023
BUY
$71.11 - $75.78 $6,044 - $6,441
85 Added 0.4%
21,506 $1.61 Million
Q4 2022

Jan 25, 2023
BUY
$71.53 - $77.19 $9,084 - $9,803
127 Added 0.6%
21,421 $0
Q3 2022

Oct 26, 2022
BUY
N/A
117 Added 0.55%
21,294 $1.42 Million
Q2 2022

Aug 09, 2022
BUY
N/A
123 Added 0.58%
21,177 $1.53 Million
Q1 2022

May 13, 2022
BUY
N/A
79 Added 0.38%
21,054 $1.6 Million
Q4 2021

Feb 11, 2022
BUY
N/A
117 Added 0.56%
20,975 $1.62 Million
Q3 2021

Nov 16, 2021
BUY
N/A
108 Added 0.52%
20,858 $1.44 Million
Q2 2021

Aug 16, 2021
BUY
N/A
109 Added 0.53%
20,750 $1.45 Million
Q1 2021

May 18, 2021
BUY
N/A
91 Added 0.44%
20,641 $1.41 Million
Q4 2020

Mar 04, 2021
BUY
N/A
20,550 New
20,550 $1.39 Million

Others Institutions Holding XLP

# of Institutions
1,396
Shares Held
184M
Call Options Held
7.22M
Put Options Held
11.7M
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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