Rooted Wealth Advisors, Inc. Consumer Staples Sector Spdr Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 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 100,960 shares of XLP stock, worth $7.68 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
100,960
Previous 127,848
21.03%
Holding current value
$7.68 Million
Previous $9.72 Million
21.04%
% of portfolio
2.49%
Previous 3.53%
Shares
12 transactions
Others Institutions Holding XLP
# of Institutions
1,389Shares 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