A detailed history of Soa Wealth Advisors, Llc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,599 shares of XLP stock, worth $349,707. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,599
Previous 4,599 -0.0%
Holding current value
$349,707
Previous $349,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 08, 2024

BUY
$76.04 - $76.04 $1,748 - $1,748
23 Added 0.5%
4,599 $349,000
Q2 2024

Jul 17, 2024

BUY
$73.08 - $78.4 $2,411 - $2,587
33 Added 0.73%
4,576 $350,000
Q1 2024

Apr 10, 2024

BUY
$71.59 - $76.36 $2,219 - $2,367
31 Added 0.69%
4,543 $346,000
Q4 2023

Jan 10, 2024

BUY
$66.22 - $72.3 $1,523 - $1,662
23 Added 0.51%
4,512 $324,000
Q3 2023

Oct 10, 2023

BUY
$68.8 - $76.1 $2,614 - $2,891
38 Added 0.85%
4,489 $308,000
Q2 2023

Jul 07, 2023

BUY
$72.59 - $77.5 $2,177 - $2,325
30 Added 0.68%
4,451 $330,000
Q1 2023

Apr 28, 2023

BUY
$71.11 - $75.78 $1,422 - $1,515
20 Added 0.45%
4,421 $330,000
Q4 2022

Jan 10, 2023

BUY
$71.53 - $77.19 $2,145 - $2,315
30 Added 0.69%
4,401 $0
Q3 2022

Oct 07, 2022

SELL
N/A
-12 Reduced 0.27%
4,371 $291,000
Q2 2022

Jul 13, 2022

BUY
N/A
29 Added 0.67%
4,383 $316,000
Q1 2022

Apr 07, 2022

BUY
N/A
19 Added 0.44%
4,354 $330,000
Q4 2021

Jan 13, 2022

SELL
N/A
-43 Reduced 0.98%
4,335 $332,000
Q3 2021

Oct 12, 2021

BUY
N/A
25 Added 0.57%
4,378 $301,000
Q2 2021

Jul 14, 2021

BUY
N/A
27 Added 0.62%
4,353 $304,000
Q1 2021

Apr 26, 2021

BUY
N/A
21 Added 0.49%
4,326 $295,000
Q4 2020

Mar 10, 2021

BUY
N/A
4,305 New
4,305 $283,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.