A detailed history of Strategic Financial Partners, Ltd. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 2,948 shares of XLP stock, worth $224,165. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,948
Previous 3,528 16.44%
Holding current value
$224,165
Previous $269,000 16.36%
% of portfolio
0.12%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$73.08 - $78.4 $42,386 - $45,472
-580 Reduced 16.44%
2,948 $225,000
Q1 2024

Jul 10, 2024

BUY
$71.59 - $76.36 $3,579 - $3,818
50 Added 1.44%
3,528 $269,000
Q4 2023

Jul 10, 2024

SELL
$66.22 - $72.3 $7,681 - $8,386
-116 Reduced 3.23%
3,478 $250,000
Q3 2023

Jul 10, 2024

SELL
$68.8 - $76.1 $13,622 - $15,067
-198 Reduced 5.22%
3,594 $247,000
Q2 2023

Jul 10, 2024

SELL
$72.59 - $77.5 $3,411 - $3,642
-47 Reduced 1.22%
3,792 $281,000
Q1 2023

Jul 10, 2024

BUY
$71.11 - $75.78 $272,991 - $290,919
3,839 New
3,839 $286,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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

Track Strategic Financial Partners, Ltd. Portfolio

Follow Strategic Financial Partners, Ltd. 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 Strategic Financial Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Partners, Ltd. with notifications on news.