Soa Wealth Advisors, Llc. Consumer Staples Sector Spdr Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

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 4,511 shares of XLP stock, worth $343,016. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,511

Previous 4,511 -0.0%

Holding current value

$343,016

Previous $343,000 -0.0%

% of portfolio

0.06%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	N/A	-88 Reduced 1.91%	4,511 $343,000
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

# of Institutions

1,349

Shares Held

175M

Call Options Held

8.73M

Put Options Held

15.5M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

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.

Account

Soa Wealth Advisors, Llc. Consumer Staples Sector Spdr Transaction History