Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

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 118,778 shares of XLP stock, worth $9.03 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

118,778

Previous 99,959 18.83%

Holding current value

$9.03 Million

Previous $8.06 Million 13.78%

% of portfolio

3.59%

Previous 3.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	N/A	18,819 Added 18.83%	118,778 $9.17 Million
Q3 2024 Nov 12, 2024	BUY	$76.04 - $76.04 $2.55 Million - $2.55 Million	33,598 Added 50.63%	99,959 $8.06 Million
Q2 2024 Jul 25, 2024	BUY	$73.08 - $78.4 $505,128 - $541,900	6,912 Added 11.63%	66,361 $5.2 Million
Q1 2024 Apr 17, 2024	BUY	$71.59 - $76.36 $212,837 - $227,018	2,973 Added 5.26%	59,449 $4.48 Million
Q4 2023 Feb 07, 2024	BUY	$66.22 - $72.3 $534,925 - $584,039	8,078 Added 16.69%	56,476 $4.17 Million
Q3 2023 Nov 21, 2023	BUY	$68.8 - $76.1 $478,228 - $528,971	6,951 Added 16.77%	48,398 $3.36 Million
Q2 2023 Aug 03, 2023	BUY	$72.59 - $77.5 $792,610 - $846,222	10,919 Added 35.77%	41,447 $3.09 Million
Q1 2023 Apr 26, 2023	BUY	$71.11 - $75.78 $165,401 - $176,264	2,326 Added 8.25%	30,528 $2.3 Million
Q4 2022 Feb 13, 2023	BUY	$71.53 - $77.19 $2.02 Million - $2.18 Million	28,202 New	28,202 $2.1 Million

Others Institutions Holding XLP

# of Institutions

1,356

Shares Held

175M

Call Options Held

8.73M

Put Options Held

15.5M

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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History