A detailed history of Peterson Wealth Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 33,074 shares of XLP stock, worth $2.51 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
33,074
Previous 32,026 3.27%
Holding current value
$2.51 Million
Previous $2.45 Million 2.53%
% of portfolio
1.61%
Previous 1.52%

Shares

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

Nov 13, 2024

BUY
$76.04 - $76.04 $79,689 - $79,689
1,048 Added 3.27%
33,074 $2.51 Million
Q2 2024

Aug 05, 2024

BUY
$73.08 - $78.4 $56,417 - $60,524
772 Added 2.47%
32,026 $2.45 Million
Q1 2024

May 15, 2024

BUY
$71.59 - $76.36 $144,325 - $153,941
2,016 Added 6.9%
31,254 $2.39 Million
Q4 2023

Feb 22, 2024

BUY
$66.22 - $72.3 $96,019 - $104,835
1,450 Added 5.22%
29,238 $2.11 Million
Q3 2023

Nov 14, 2023

BUY
$68.8 - $76.1 $103,612 - $114,606
1,506 Added 5.73%
27,788 $1.91 Million
Q2 2023

Aug 17, 2023

BUY
$72.59 - $77.5 $223,867 - $239,010
3,084 Added 13.29%
26,282 $1.95 Million
Q1 2023

Aug 17, 2023

SELL
$71.11 - $75.78 $36,266 - $38,647
-510 Reduced 2.15%
23,198 $1.73 Million
Q4 2022

Feb 07, 2023

SELL
$71.53 - $77.19 $205,434 - $221,689
-2,872 Reduced 10.81%
23,708 $1.77 Million
Q3 2022

Oct 13, 2022

BUY
N/A
5,354 Added 25.22%
26,580 $1.77 Million
Q2 2022

Aug 03, 2022

SELL
N/A
-16,953 Reduced 44.4%
21,226 $1.53 Million
Q1 2022

Apr 26, 2022

SELL
N/A
-1,834 Reduced 4.58%
38,179 $2.9 Million
Q4 2021

Feb 09, 2022

BUY
N/A
2,018 Added 5.31%
40,013 $3.09 Million
Q3 2021

Nov 12, 2021

BUY
N/A
521 Added 1.39%
37,995 $2.62 Million
Q2 2021

Aug 03, 2021

BUY
N/A
18,628 Added 98.84%
37,474 $2.62 Million
Q1 2021

Apr 19, 2021

SELL
N/A
-13,207 Reduced 41.2%
18,846 $1.29 Million
Q4 2020

Mar 10, 2021

BUY
N/A
810 Added 2.59%
32,053 $2.16 Million
Q3 2020

Nov 03, 2020

SELL
N/A
-6,225 Reduced 16.61%
31,243 $2 Million
Q2 2020

Jul 22, 2020

BUY
N/A
6,524 Added 21.08%
37,468 $2.2 Million
Q1 2020

Apr 23, 2020

BUY
N/A
9,076 Added 41.5%
30,944 $1.69 Million
Q4 2019

Jan 17, 2020

BUY
N/A
21,868 New
21,868 $1.38 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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