Source Financial Advisors LLC Consumer Staples Sector Spdr Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	SELL	$66.22 - $72.3 $199,984 - $218,346	-3,020 Reduced 41.86%	4,195 $302,000
Q3 2023 Oct 26, 2023	SELL	$68.8 - $76.1 $1.25 Million - $1.38 Million	-18,146 Reduced 71.55%	7,215 $496,000
Q2 2023 Jul 24, 2023	SELL	$72.59 - $77.5 $69,831 - $74,555	-962 Reduced 3.65%	25,361 $1.88 Million
Q1 2023 Apr 20, 2023	SELL	$71.11 - $75.78 $835,898 - $890,793	-11,755 Reduced 30.87%	26,323 $1.97 Million
Q4 2022 Jan 31, 2023	BUY	$71.53 - $77.19 $44,062 - $47,549	616 Added 1.64%	38,078 $2.84 Million
Q3 2022 Nov 14, 2022	BUY	N/A	3,539 Added 10.43%	37,462 $2.5 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-2,285 Reduced 6.31%	33,923 $2.45 Million
Q1 2022 May 16, 2022	SELL	N/A	-2,834 Reduced 7.26%	36,208 $2.75 Million
Q4 2021 Feb 14, 2022	BUY	N/A	2,352 Added 6.41%	39,042 $3.01 Million
Q3 2021 Nov 15, 2021	BUY	N/A	713 Added 1.98%	36,690 $2.53 Million
Q2 2021 Aug 16, 2021	BUY	N/A	11,971 Added 49.87%	35,977 $2.52 Million
Q1 2021 May 17, 2021	BUY	N/A	1,801 Added 8.11%	24,006 $1.64 Million
Q4 2020 Feb 16, 2021	BUY	N/A	22,205 New	22,205 $1.5 Million

Others Institutions Holding XLP

# of Institutions

1,314

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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