Smart Wealth LLC Consumer Staples Sector Spdr Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

A detailed history of Smart Wealth LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 27,923 shares of XLP stock, worth $2.12 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

27,923

Previous 18,624 49.93%

Holding current value

$2.12 Million

Previous $1.43 Billion 62.5%

% of portfolio

0.91%

Previous 0.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 13, 2024	BUY	$76.04 - $76.04 $707,095 - $707,095	9,299 Added 49.93%	27,923 $2.32 Billion
Q2 2024 Dec 13, 2024	BUY	$73.08 - $78.4 $105,162 - $112,817	1,439 Added 8.37%	18,624 $1.43 Billion
Q1 2024 Dec 13, 2024	BUY	$71.59 - $76.36 $27,132 - $28,940	379 Added 2.26%	17,185 $1.31 Billion
Q4 2023 Dec 13, 2024	SELL	$66.22 - $72.3 $546,315 - $596,475	-8,250 Reduced 32.93%	16,806 $1.21 Billion
Q3 2023 Dec 13, 2024	SELL	$68.8 - $76.1 $415,620 - $459,720	-6,041 Reduced 19.43%	25,056 $1.72 Billion
Q2 2023 Dec 13, 2024	BUY	$72.59 - $77.5 $873,185 - $932,247	12,029 Added 63.08%	31,097 $2.31 Billion
Q1 2023 Dec 13, 2024	SELL	$71.11 - $75.78 $976,909 - $1.04 Million	-13,738 Reduced 41.88%	19,068 $1.42 Billion
Q4 2022 Dec 13, 2024	BUY	$71.53 - $77.19 $2.35 Million - $2.53 Million	32,806 New	32,806 $2.45 Billion

Others Institutions Holding XLP

# of Institutions

1,321

Shares Held

169M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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