Shepherd Financial Partners LLC Consumer Staples Sector Spdr Transaction History

Shepherd Financial Partners LLC

$761 Million
Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 20,948 shares of XLP stock, worth $1.59 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

20,948

Previous 20,352 2.93%

Holding current value

$1.59 Million

Previous $1.47 Million 9.15%

% of portfolio

0.21%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$71.59 - $76.36 $42,667 - $45,510	596 Added 2.93%	20,948 $1.6 Million
Q4 2023 Feb 12, 2024	BUY	$66.22 - $72.3 $1.35 Million - $1.47 Million	20,352 New	20,352 $1.47 Million
Q1 2020 May 07, 2020	SELL	N/A	-12,576 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	N/A	10 Added 0.08%	12,576 $793,000
Q3 2019 Nov 25, 2019	SELL	N/A	-1,208 Reduced 8.77%	12,566 $772,000

Q2 2019 Aug 05, 2019	BUY	N/A	8 Added 0.06%	13,774 $800,000
Q1 2019 Apr 29, 2019	BUY	N/A	55 Added 0.4%	13,766 $772,000
Q4 2018 Feb 07, 2019	BUY	N/A	7,321 Added 114.57%	13,711 $694,000
Q2 2018 Aug 02, 2018	SELL	N/A	-783 Reduced 10.92%	6,390 $328,000
Q1 2018 May 01, 2018	SELL	N/A	-383 Reduced 5.07%	7,173 $378,000
Q4 2017 Feb 14, 2018	BUY	N/A	7,556	7,556 $431,000

Others Institutions Holding XLP

# of Institutions

1,215

Shares Held

173M

Call Options Held

9.07M

Put Options Held

9.49M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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Shepherd Financial Partners LLC Consumer Staples Sector Spdr Transaction History