Sequoia Financial Advisors, LLC Consumer Staples Sector Spdr Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 13,211 shares of XLP stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,211
Previous 12,170 8.55%
Holding current value
$1 Million
Previous $931,000 7.84%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$76.04 - $76.04 $79,157 - $79,157
1,041 Added 8.55%
13,211 $1 Million
Q2 2024

Jul 15, 2024
SELL
$73.08 - $78.4 $119,266 - $127,948
-1,632 Reduced 11.82%
12,170 $931,000
Q1 2024

Apr 30, 2024
BUY
$71.59 - $76.36 $22,264 - $23,747
311 Added 2.31%
13,802 $1.05 Million
Q4 2023

Jan 25, 2024
SELL
$66.22 - $72.3 $10,727 - $11,712
-162 Reduced 1.19%
13,491 $971,000
Q3 2023

Nov 08, 2023
SELL
$68.8 - $76.1 $43,550 - $48,171
-633 Reduced 4.43%
13,653 $939,000
Q2 2023

Aug 08, 2023
SELL
$72.59 - $77.5 $28,745 - $30,690
-396 Reduced 2.7%
14,286 $1.06 Million
Q1 2023

Apr 24, 2023
BUY
$71.11 - $75.78 $86,114 - $91,769
1,211 Added 8.99%
14,682 $1.1 Million
Q4 2022

Jan 17, 2023
BUY
$71.53 - $77.19 $371,884 - $401,310
5,199 Added 62.85%
13,471 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-5,882 Reduced 41.56%
8,272 $552,000
Q2 2022

Jul 22, 2022
BUY
N/A
1,453 Added 11.44%
14,154 $1.02 Million
Q1 2022

May 13, 2022
BUY
N/A
2,092 Added 19.72%
12,701 $964,000
Q4 2021

Feb 11, 2022
BUY
N/A
6,819 Added 179.92%
10,609 $818,000
Q3 2021

Oct 26, 2021
SELL
N/A
-5,056 Reduced 57.16%
3,790 $261,000
Q2 2021

Jul 27, 2021
SELL
N/A
-589 Reduced 6.24%
8,846 $619,000
Q4 2020

Feb 12, 2021
SELL
N/A
-116 Reduced 1.21%
9,435 $636,000
Q3 2020

Oct 23, 2020
BUY
N/A
116 Added 1.23%
9,551 $612,000
Q2 2020

Aug 25, 2020
BUY
N/A
9,435 New
9,435 $553,000
Q2 2020

Aug 11, 2020
SELL
N/A
-4,805 Closed
0 $553,000
Q3 2019

Oct 22, 2019
BUY
N/A
4,805 New
4,805 $295,000
Q1 2019

May 13, 2019
SELL
N/A
-5,350 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
5,350 New
5,350 $289,000
Q1 2018

May 14, 2018
SELL
N/A
-6,520 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
6,520 New
6,520 $371,000
Q3 2017

Nov 13, 2017
SELL
N/A
-6,261 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
6,261
6,261 $344,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
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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