Wespac Advisors So Cal, LLC Consumer Staples Sector Spdr Transaction History

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 19,973 shares of XLP stock, worth $1.52 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
19,973
Previous 28,919 30.93%
Holding current value
$1.52 Million
Previous $2.2 Million 30.97%
% of portfolio
0.35%
Previous 0.52%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
N/A
-8,946 Reduced 30.93%
19,973 $1.52 Million
Q3 2024

Nov 06, 2024
BUY
$76.04 - $76.04 $465,212 - $465,212
6,118 Added 26.83%
28,919 $2.2 Million
Q2 2024

Jul 23, 2024
BUY
$73.08 - $78.4 $296,120 - $317,676
4,052 Added 21.61%
22,801 $1.75 Million
Q1 2024

Apr 18, 2024
BUY
$71.59 - $76.36 $164,585 - $175,551
2,299 Added 13.98%
18,749 $1.43 Million
Q4 2023

Jan 25, 2024
BUY
$66.22 - $72.3 $107,541 - $117,415
1,624 Added 10.95%
16,450 $1.18 Million
Q3 2023

Nov 09, 2023
BUY
$68.8 - $76.1 $10,870 - $12,023
158 Added 1.08%
14,826 $1.02 Million
Q2 2023

Jul 20, 2023
BUY
$72.59 - $77.5 $15,098 - $16,120
208 Added 1.44%
14,668 $1.09 Million
Q1 2023

May 15, 2023
BUY
$71.11 - $75.78 $1.03 Million - $1.1 Million
14,460 New
14,460 $1.08 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-200 Closed
0 $0
Q4 2018

Feb 07, 2019
SELL
N/A
-150 Reduced 42.86%
200 $0
Q3 2018

Oct 22, 2018
BUY
N/A
350 New
350 $18,000
Q2 2018

Jul 13, 2018
SELL
N/A
-350 Closed
0 $0
Q1 2018

Apr 16, 2018
SELL
N/A
-350 Reduced 50.0%
350 $18,000
Q3 2017

Nov 03, 2017
BUY
N/A
700
700 $37,000

Others Institutions Holding XLP

# of Institutions
1,320
Shares Held
168M
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
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email