Wealth Effects LLC Consumer Staples Sector Spdr Transaction History

Wealth Effects LLC

  • $218 Million
  • Q1 2025

A detailed history of Wealth Effects LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Wealth Effects LLC holds 7,347 shares of XLP stock, worth $558,665. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,347
Previous 8,065 8.9%
Holding current value
$558,665
Previous $613,000 8.97%
% of portfolio
0.26%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-718 Reduced 8.9%
7,347 $558,000
Q4 2024

Jan 22, 2025
BUY
N/A
192 Added 2.44%
8,065 $613,000
Q3 2024

Oct 21, 2024
BUY
$76.04 - $76.04 $26,994 - $26,994
355 Added 4.72%
7,873 $598,000
Q2 2024

Aug 02, 2024
SELL
$73.08 - $78.4 $82,799 - $88,827
-1,133 Reduced 13.1%
7,518 $575,000
Q1 2024

Apr 22, 2024
SELL
$71.59 - $76.36 $3,221 - $3,436
-45 Reduced 0.52%
8,651 $660,000
Q4 2023

Jan 29, 2024
BUY
$66.22 - $72.3 $177,006 - $193,257
2,673 Added 44.38%
8,696 $626,000
Q3 2023

Oct 16, 2023
BUY
$68.8 - $76.1 $16,168 - $17,883
235 Added 4.06%
6,023 $414,000
Q2 2023

Jul 18, 2023
BUY
$72.59 - $77.5 $13,066 - $13,950
180 Added 3.21%
5,788 $429,000
Q1 2023

May 04, 2023
BUY
$71.11 - $75.78 $16,355 - $17,429
230 Added 4.28%
5,608 $418,000
Q4 2022

Feb 02, 2023
BUY
$71.53 - $77.19 $23,247 - $25,086
325 Added 6.43%
5,378 $400,000
Q3 2022

Nov 14, 2022
BUY
N/A
1,080 Added 27.18%
5,053 $337,000
Q2 2022

Aug 03, 2022
BUY
N/A
3,973 New
3,973 $287,000

Others Institutions Holding XLP

# of Institutions
1,385
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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