Simplicity Wealth,Llc Consumer Staples Sector Spdr Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,879 shares of XLP stock, worth $599,119. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,879
Previous 5,778 36.36%
Holding current value
$599,119
Previous $442,000 35.52%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Oct 09, 2024
BUY
$76.04 - $76.04 $159,760 - $159,760
2,101 Added 36.36%
7,879 $599,000
Q2 2024

Jul 10, 2024
SELL
$73.08 - $78.4 $3.51 Million - $3.77 Million
-48,052 Reduced 89.27%
5,778 $442,000
Q1 2024

Apr 24, 2024
BUY
$71.59 - $76.36 $3.21 Million - $3.42 Million
44,789 Added 495.4%
53,830 $4.11 Million
Q4 2023

Jan 29, 2024
BUY
$66.22 - $72.3 $598,695 - $653,664
9,041 New
9,041 $651,000
Q3 2022

Oct 12, 2022
SELL
N/A
-110 Reduced 2.12%
5,079 $339,000
Q2 2022

Jul 19, 2022
SELL
N/A
-4,278 Reduced 45.19%
5,189 $375,000
Q1 2022

May 20, 2022
SELL
N/A
-31,520 Reduced 76.9%
9,467 $718,000
Q4 2021

Feb 25, 2022
BUY
N/A
40,987 New
40,987 $3.16 Million

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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