Phillips Wealth Planners LLC Consumer Staples Sector Spdr Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

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 7,379 shares of XLP stock, worth $561,099. This represents 0.58% of its overall portfolio holdings.

Number of Shares

7,379

Previous 5,973 23.54%

Holding current value

$561,099

Previous $462 Million 31.57%

% of portfolio

0.58%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Phillips Wealth Planners LLC Consumer Staples Sector Spdr Transaction History