Steel Peak Wealth Management LLC Consumer Staples Sector Spdr Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 95,075 shares of XLP stock, worth $7.23 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

95,075

Previous 4,428 2047.13%

Holding current value

$7.23 Million

Previous $336,000 2051.49%

% of portfolio

0.3%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	90,647 Added 2047.13%	95,075 $7.23 Million
Q3 2024 Oct 25, 2024	SELL	$76.04 - $76.04 $5.51 Million - $5.51 Million	-72,466 Reduced 94.24%	4,428 $336,000
Q2 2024 Jul 16, 2024	BUY	$73.08 - $78.4 $4.13 Million - $4.43 Million	56,564 Added 278.23%	76,894 $5.89 Million
Q1 2024 Apr 17, 2024	BUY	$71.59 - $76.36 $1.1 Million - $1.18 Million	15,396 Added 312.04%	20,330 $1.55 Million
Q4 2023 Jan 23, 2024	BUY	$66.22 - $72.3 $9,933 - $10,845	150 Added 3.14%	4,934 $355,000
Q3 2023 Nov 02, 2023	SELL	$68.8 - $76.1 $1.59 Million - $1.76 Million	-23,120 Reduced 82.86%	4,784 $329,000
Q2 2023 Aug 02, 2023	BUY	$72.59 - $77.5 $1.31 Million - $1.39 Million	17,979 Added 181.15%	27,904 $2.07 Million
Q1 2023 May 05, 2023	SELL	$71.11 - $75.78 $882,688 - $940,657	-12,413 Reduced 55.57%	9,925 $741,000
Q4 2022 Jan 25, 2023	SELL	$71.53 - $77.19 $1.9 Million - $2.05 Million	-26,577 Reduced 54.33%	22,338 $0
Q3 2022 Oct 26, 2022	BUY	N/A	33,562 Added 218.6%	48,915 $3.26 Million
Q2 2022 Aug 02, 2022	BUY	N/A	1,669 Added 12.2%	15,353 $1.11 Million
Q1 2022 May 10, 2022	BUY	N/A	13,684 New	13,684 $1.04 Million

Others Institutions Holding XLP

# of Institutions

1,353

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

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Steel Peak Wealth Management LLC Consumer Staples Sector Spdr Transaction History