Wealthspire Advisors, LLC Consumer Staples Sector Spdr Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,910 shares of XLP stock, worth $601,476. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,910
Previous 8,723 9.32%
Holding current value
$601,476
Previous $663,000 9.35%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-813 Reduced 9.32%
7,910 $601,000
Q1 2025

May 09, 2025
SELL
N/A
-100 Reduced 1.13%
8,723 $663,000
Q4 2024

Feb 03, 2025
SELL
N/A
-71 Reduced 0.8%
8,823 $670,000
Q3 2024

Nov 13, 2024
BUY
$76.04 - $76.04 $340,811 - $340,811
4,482 Added 101.59%
8,894 $676,000
Q2 2024

Aug 08, 2024
SELL
$73.08 - $78.4 $29,085 - $31,203
-398 Reduced 8.27%
4,412 $337,000
Q1 2024

May 06, 2024
BUY
$71.59 - $76.36 $43,884 - $46,808
613 Added 14.61%
4,810 $367,000
Q4 2023

Feb 06, 2024
BUY
$66.22 - $72.3 $34,434 - $37,596
520 Added 14.14%
4,197 $302,000
Q3 2023

Nov 06, 2023
BUY
$68.8 - $76.1 $3,577 - $3,957
52 Added 1.43%
3,677 $253,000
Q2 2023

Jul 31, 2023
SELL
$72.59 - $77.5 $4,936 - $5,270
-68 Reduced 1.84%
3,625 $268,000
Q1 2023

May 09, 2023
SELL
$71.11 - $75.78 $17,706 - $18,869
-249 Reduced 6.32%
3,693 $275,000
Q4 2022

Feb 13, 2023
BUY
$71.53 - $77.19 $281,971 - $304,282
3,942 New
3,942 $293,000
Q2 2022

Aug 09, 2022
SELL
N/A
-3,426 Closed
0 $0
Q1 2022

May 09, 2022
SELL
N/A
-1,289 Reduced 27.34%
3,426 $260,000
Q4 2021

Feb 14, 2022
BUY
N/A
650 Added 15.99%
4,715 $364,000
Q3 2021

Nov 15, 2021
BUY
N/A
4,065 New
4,065 $280,000
Q2 2021

Aug 13, 2021
SELL
N/A
-5,528 Closed
0 $0
Q1 2021

May 17, 2021
BUY
N/A
5,528 New
5,528 $378,000
Q1 2019

May 08, 2019
SELL
N/A
-2,110 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
2,110 New
2,110 $107,000

Others Institutions Holding XLP

# of Institutions
1,402
Shares Held
184M
Call Options Held
7.22M
Put Options Held
11.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email