Roberts Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 7,407 shares of XLP stock, worth $563,228. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,407
Previous 9,756 24.08%
Holding current value
$563,228
Previous $741,000 24.02%
% of portfolio
0.19%
Previous 0.25%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
N/A
-2,349 Reduced 24.08%
7,407 $563,000
Q3 2024

Oct 15, 2024
SELL
$76.04 - $76.04 $18,173 - $18,173
-239 Reduced 2.39%
9,756 $741,000
Q2 2024

Aug 13, 2024
SELL
$73.08 - $78.4 $34,274 - $36,769
-469 Reduced 4.48%
9,995 $765,000
Q1 2024

Apr 17, 2024
BUY
$71.59 - $76.36 $9,951 - $10,614
139 Added 1.35%
10,464 $799,000
Q4 2023

Jan 17, 2024
BUY
$66.22 - $72.3 $4,171 - $4,554
63 Added 0.61%
10,325 $2.25 Million
Q3 2023

Oct 17, 2023
SELL
$68.8 - $76.1 $37,840 - $41,855
-550 Reduced 5.09%
10,262 $706,000
Q2 2023

Jul 12, 2023
SELL
$72.59 - $77.5 $26,713 - $28,520
-368 Reduced 3.29%
10,812 $801,000
Q1 2023

Apr 11, 2023
BUY
$71.11 - $75.78 $2,062 - $2,197
29 Added 0.26%
11,180 $835,000
Q4 2022

Jan 10, 2023
SELL
$71.53 - $77.19 $21,530 - $23,234
-301 Reduced 2.63%
11,151 $0
Q3 2022

Oct 13, 2022
BUY
N/A
102 Added 0.9%
11,452 $773,000
Q2 2022

Jul 11, 2022
BUY
N/A
151 Added 1.35%
11,350 $827,000
Q1 2022

Apr 12, 2022
SELL
N/A
-56 Reduced 0.5%
11,199 $858,000
Q4 2021

Jan 12, 2022
BUY
N/A
196 Added 1.77%
11,255 $868,000
Q3 2021

Oct 12, 2021
BUY
N/A
11,059 New
11,059 $761,000

Others Institutions Holding XLP

# of Institutions
1,320
Shares Held
168M
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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