Sound View Wealth Advisors Group, LLC Consumer Staples Sector Spdr Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 53,229 shares of XLP stock, worth $4.05 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

53,229

Previous 32,372 64.43%

Holding current value

$4.05 Million

Previous $2.48 Million 63.25%

% of portfolio

0.33%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$76.04 - $76.04 $1.59 Million - $1.59 Million	20,857 Added 64.43%	53,229 $4.05 Million
Q2 2024 Aug 05, 2024	BUY	$73.08 - $78.4 $235,317 - $252,448	3,220 Added 11.05%	32,372 $2.48 Million
Q1 2024 May 09, 2024	SELL	$71.59 - $76.36 $375,274 - $400,279	-5,242 Reduced 15.24%	29,152 $2.23 Million
Q4 2023 Feb 08, 2024	SELL	$66.22 - $72.3 $460,560 - $502,846	-6,955 Reduced 16.82%	34,394 $2.48 Million
Q3 2023 Nov 07, 2023	BUY	$68.8 - $76.1 $699,145 - $773,328	10,162 Added 32.58%	41,349 $2.85 Million
Q2 2023 Aug 08, 2023	BUY	$72.59 - $77.5 $227,714 - $243,117	3,137 Added 11.18%	31,187 $2.31 Million
Q1 2023 May 12, 2023	BUY	$71.11 - $75.78 $1.03 Million - $1.1 Million	14,482 Added 106.74%	28,050 $2.1 Million
Q4 2022 Feb 08, 2023	BUY	$71.53 - $77.19 $16,165 - $17,444	226 Added 1.69%	13,568 $1.01 Million
Q3 2022 Nov 08, 2022	BUY	N/A	564 Added 4.41%	13,342 $890,000
Q2 2022 Aug 05, 2022	BUY	N/A	2,463 Added 23.88%	12,778 $922,000
Q1 2022 May 11, 2022	BUY	N/A	1,827 Added 21.52%	10,315 $783,000
Q4 2021 Jan 20, 2022	BUY	N/A	1,140 Added 15.51%	8,488 $654,000
Q3 2021 Oct 21, 2021	BUY	N/A	1,272 Added 20.93%	7,348 $506,000
Q2 2021 Jul 21, 2021	BUY	N/A	2,887 Added 90.53%	6,076 $425,000
Q1 2021 Apr 28, 2021	BUY	N/A	3,189 New	3,189 $218,000

Others Institutions Holding XLP

# of Institutions

1,316

Shares Held

171M

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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Sound View Wealth Advisors Group, LLC Consumer Staples Sector Spdr Transaction History