Wealth Effects LLC Consumer Staples Sector Spdr Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Wealth Effects LLC holds 8,065 shares of XLP stock, worth $613,262. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,065

Previous 7,873 2.44%

Holding current value

$613,262

Previous $598,000 2.51%

% of portfolio

0.24%

Previous 0.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,351

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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Wealth Effects LLC Consumer Staples Sector Spdr Transaction History