A detailed history of Theory Financial LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Theory Financial LLC holds 84,329 shares of XLP stock, worth $6.41 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
84,329
Previous 55,923 50.79%
Holding current value
$6.41 Million
Previous $4.28 Million 49.74%
% of portfolio
2.46%
Previous 2.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$76.04 - $76.04 $2.16 Million - $2.16 Million
28,406 Added 50.79%
84,329 $6.41 Million
Q2 2024

Jul 23, 2024

BUY
$73.08 - $78.4 $4.09 Million - $4.38 Million
55,923 New
55,923 $4.28 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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