Roberts Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History
Roberts Wealth Advisors, LLC
- $354 Million
- Q3 2025
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 7,348 shares of XLP stock, worth $558,741. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,348
Previous 7,355
0.1%
Holding current value
$558,741
Previous $559,000
0.18%
% of portfolio
0.16%
Previous 0.17%
Shares
17 transactions
Others Institutions Holding XLP
# of Institutions
1,391Shares Held
180MCall Options Held
7.22MPut Options Held
11.7M-
Bank Of America Corp Charlotte, NC27.2MShares$2.07 Billion0.16% of portfolio
-
Morgan Stanley New York, NY10.7MShares$815 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY10.3MShares$781 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A65.25MShares$399 Million0.82% of portfolio