Phillips Wealth Planners LLC Consumer Staples Sector Spdr Transaction History

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

A detailed history of Phillips Wealth Planners LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,237 shares of XLP stock, worth $626,341. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,237
Previous 8,664 4.93%
Holding current value
$626,341
Previous $661 Million 0.07%
% of portfolio
0.7%
Previous 0.66%

Shares

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

Apr 23, 2025
SELL
N/A
-427 Reduced 4.93%
8,237 $662 Million
Q4 2024

Jan 17, 2025
BUY
N/A
1,285 Added 17.41%
8,664 $661 Million
Q3 2024

Oct 28, 2024
BUY
$76.04 - $76.04 $106,912 - $106,912
1,406 Added 23.54%
7,379 $608 Million
Q2 2024

Aug 02, 2024
BUY
$73.08 - $78.4 $1,315 - $1,411
18 Added 0.3%
5,973 $462 Million
Q1 2024

Apr 29, 2024
SELL
$71.59 - $76.36 $262,090 - $279,553
-3,661 Reduced 38.07%
5,955 $435 Million
Q4 2023

Feb 12, 2024
SELL
$66.22 - $72.3 $127,473 - $139,177
-1,925 Reduced 16.68%
9,616 $695 Million
Q3 2023

Oct 30, 2023
BUY
$68.8 - $76.1 $56,828 - $62,858
826 Added 7.71%
11,541 $779 Million
Q2 2023

Jul 26, 2023
BUY
$72.59 - $77.5 $87,833 - $93,775
1,210 Added 12.73%
10,715 $795 Million
Q1 2023

May 15, 2023
BUY
$71.11 - $75.78 $3,271 - $3,485
46 Added 0.49%
9,505 $737 Million
Q4 2022

Feb 14, 2023
BUY
$71.53 - $77.19 $676,602 - $730,140
9,459 New
9,459 $698 Million

Others Institutions Holding XLP

# of Institutions
1,359
Shares Held
181M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email