Primoris Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Primoris Wealth Advisors, LLC

$148 Million
Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 23,794 shares of XLP stock, worth $1.81 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

23,794

Previous 25,017 4.89%

Holding current value

$1.81 Million

Previous $1.9 Million 4.89%

% of portfolio

1.22%

Previous 1.41%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	N/A	-1,223 Reduced 4.89%	23,794 $1.81 Million
Q2 2025 Jul 29, 2025	SELL	N/A	-1,646 Reduced 6.17%	25,017 $1.9 Million
Q1 2025 Apr 24, 2025	SELL	N/A	-120 Reduced 0.45%	26,663 $2.03 Million
Q4 2024 Feb 13, 2025	SELL	N/A	-707 Reduced 2.57%	26,783 $2.04 Million
Q3 2024 Nov 01, 2024	SELL	$76.04 - $76.04 $5,322 - $5,322	-70 Reduced 0.25%	27,490 $2.09 Million
Q2 2024 Aug 01, 2024	SELL	$73.08 - $78.4 $44,724 - $47,980	-612 Reduced 2.17%	27,560 $2.11 Million
Q1 2024 May 07, 2024	SELL	$71.59 - $76.36 $369,905 - $394,552	-5,167 Reduced 15.5%	28,172 $2.15 Million
Q4 2023 Feb 15, 2024	SELL	$66.22 - $72.3 $110,388 - $120,524	-1,667 Reduced 4.76%	33,339 $2.4 Million
Q3 2023 Oct 31, 2023	SELL	$68.8 - $76.1 $2.92 Million - $3.23 Million	-42,402 Reduced 54.78%	35,006 $2.41 Million
Q2 2023 Aug 03, 2023	BUY	$72.59 - $77.5 $5.09 Million - $5.43 Million	70,051 Added 952.17%	77,408 $5.74 Million
Q1 2023 Apr 25, 2023	BUY	$71.11 - $75.78 $27,732 - $29,554	390 Added 5.6%	7,357 $549,000
Q4 2022 Feb 03, 2023	BUY	$71.53 - $77.19 $38,053 - $41,065	532 Added 8.27%	6,967 $519,000
Q3 2022 Oct 20, 2022	BUY	N/A	285 Added 4.63%	6,435 $428,000
Q1 2022 Apr 29, 2022	BUY	N/A	377 Added 6.53%	6,150 $469,000
Q4 2021 Feb 08, 2022	BUY	N/A	5,773 New	5,773 $445,000

Others Institutions Holding XLP

# of Institutions

1,394

Shares Held

180M

Call Options Held

7.22M

Put Options Held

11.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Account

Primoris Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History