Wealthpoint, LLC Consumer Staples Sector Spdr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Wealthpoint, LLC holds 24,369 shares of XLP stock, worth $1.85 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
24,369
Previous 27,817 12.4%
Holding current value
$1.85 Million
Previous $2.06 Million 18.76%
% of portfolio
0.68%
Previous 0.76%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
SELL
$68.8 - $76.1 $237,222 - $262,392
-3,448 Reduced 12.4%
24,369 $1.68 Million
Q2 2023

Jul 24, 2023
BUY
$72.59 - $77.5 $104,384 - $111,445
1,438 Added 5.45%
27,817 $2.06 Million
Q1 2023

Apr 20, 2023
BUY
$71.11 - $75.78 $102,113 - $108,820
1,436 Added 5.76%
26,379 $1.97 Million
Q4 2022

Jan 24, 2023
BUY
$71.53 - $77.19 $279,896 - $302,044
3,913 Added 18.61%
24,943 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-378 Reduced 1.77%
21,030 $1.4 Million
Q2 2022

Jul 18, 2022
BUY
N/A
891 Added 4.34%
21,408 $1.55 Million
Q1 2022

Apr 27, 2022
BUY
N/A
3,302 Added 19.18%
20,517 $1.56 Million
Q4 2021

Feb 11, 2022
BUY
N/A
1,740 Added 11.24%
17,215 $1.33 Million
Q3 2021

Nov 01, 2021
BUY
N/A
85 Added 0.55%
15,475 $1.07 Million
Q2 2021

Jul 26, 2021
BUY
N/A
87 Added 0.57%
15,390 $1.08 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-352 Reduced 2.25%
15,303 $1.05 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-1,766 Reduced 10.14%
15,655 $1.06 Million
Q3 2020

Nov 09, 2020
BUY
N/A
48 Added 0.28%
17,421 $1.12 Million
Q2 2020

Aug 06, 2020
BUY
N/A
1,096 Added 6.73%
17,373 $1.02 Million
Q1 2020

Apr 16, 2020
BUY
N/A
8,828 Added 118.51%
16,277 $887,000
Q4 2019

Jan 31, 2020
BUY
N/A
547 Added 7.93%
7,449 $469,000
Q3 2019

Nov 14, 2019
SELL
N/A
-114 Reduced 1.62%
6,902 $424,000
Q2 2019

Aug 08, 2019
BUY
N/A
7,016 New
7,016 $407,000
Q1 2019

May 16, 2019
SELL
N/A
-3,729 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
N/A
3,729 New
3,729 $189,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
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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