Walled Lake Planning & Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	N/A	-7,193 Closed	0 $0
Q1 2022 May 13, 2022	SELL	N/A	-8 Reduced 0.11%	7,193 $546,000
Q4 2021 Feb 10, 2022	BUY	N/A	7,201 New	7,201 $555,000

Others Institutions Holding XLP

# of Institutions

1,314

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

Bank Of America Corp Charlotte, NC

28.6M
Shares

$2.17 Billion
0.18% of portfolio
Barclays PLC London, X0

10.3M
Shares

$782 Million
0.23% of portfolio
Morgan Stanley New York, NY

9.74M
Shares

$741 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

7.94M
Shares

$604 Million
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

6.36M
Shares

$484 Million
0.04% of portfolio

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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