Personal Cfo Solutions, LLC Consumer Staples Sector Spdr Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 11,105 shares of XLP stock, worth $844,424. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,105
Previous 10,792 2.9%
Holding current value
$844,424
Previous $826,000 2.18%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$76.04 - $76.04 $23,800 - $23,800
313 Added 2.9%
11,105 $844,000
Q2 2024

Aug 09, 2024
SELL
$73.08 - $78.4 $17,758 - $19,051
-243 Reduced 2.2%
10,792 $826,000
Q1 2024

May 13, 2024
SELL
$71.59 - $76.36 $147,904 - $157,759
-2,066 Reduced 15.77%
11,035 $842,000
Q4 2023

Feb 13, 2024
BUY
$66.22 - $72.3 $867,548 - $947,202
13,101 New
13,101 $943,000
Q4 2022

Feb 14, 2023
BUY
$71.53 - $77.19 $1.57 Million - $1.69 Million
21,937 New
21,937 $1.64 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-18,477 Closed
0 $0
Q1 2022

May 02, 2022
BUY
N/A
761 Added 4.3%
18,477 $1.4 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-1,058 Reduced 5.64%
17,716 $1.37 Million
Q3 2021

Nov 18, 2021
BUY
N/A
3,969 Added 26.81%
18,774 $1.29 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-1,781 Reduced 10.74%
14,805 $1.04 Million
Q1 2021

Apr 21, 2021
SELL
N/A
-1,224 Reduced 6.87%
16,586 $1.13 Million
Q4 2020

Feb 09, 2021
BUY
N/A
230 Added 1.31%
17,810 $0
Q3 2020

Nov 02, 2020
BUY
N/A
17,580 New
17,580 $1,000
Q1 2020

Apr 30, 2020
SELL
N/A
-20,614 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
N/A
-1,044 Reduced 4.82%
20,614 $1.3 Million
Q3 2019

Nov 13, 2019
BUY
N/A
21,658 New
21,658 $1.33 Million

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
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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