Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 127,848 shares of XLP stock, worth $9.72 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
127,848
Previous 120,645
5.97%
Holding current value
$9.72 Million
Previous $9.17 Million
5.97%
% of portfolio
3.53%
Previous 3.83%
Shares
11 transactions
Others Institutions Holding XLP
# of Institutions
1,400Shares Held
174MCall Options Held
13MPut Options Held
12.9M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.82MShares$367 Million0.11% of portfolio