New Wave Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 11,578 shares of XLP stock, worth $880,391. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,578
Previous 9,474 22.21%
Holding current value
$880,391
Previous $745 Million 26.97%
% of portfolio
0.42%
Previous 0.31%

Shares

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

Apr 25, 2025
BUY
N/A
2,104 Added 22.21%
11,578 $946 Million
Q4 2024

Jan 23, 2025
SELL
N/A
-61 Reduced 0.64%
9,474 $745 Million
Q3 2024

Oct 23, 2024
BUY
$76.04 - $76.04 $5,703 - $5,703
75 Added 0.79%
9,535 $791 Million
Q2 2024

Aug 27, 2024
BUY
$73.08 - $78.4 $691,336 - $741,664
9,460 New
9,460 $724 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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