A detailed history of Wealthspire Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,894 shares of XLP stock, worth $676,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,894
Previous 4,412 101.59%
Holding current value
$676,299
Previous $337,000 100.59%
% of portfolio
0.01%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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