9258 Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 9,775 shares of XLP stock, worth $743,291. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,775
Previous 8,037 21.62%
Holding current value
$743,291
Previous $615,000 20.81%
% of portfolio
0.11%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$76.04 - $76.04 $132,157 - $132,157
1,738 Added 21.62%
9,775 $743,000
Q2 2024

Aug 02, 2024
BUY
$73.08 - $78.4 $16,954 - $18,188
232 Added 2.97%
8,037 $615,000
Q1 2024

May 03, 2024
SELL
$71.59 - $76.36 $515,662 - $550,021
-7,203 Reduced 47.99%
7,805 $595,000
Q4 2023

Feb 06, 2024
BUY
$66.22 - $72.3 $76,219 - $83,217
1,151 Added 8.31%
15,008 $1.08 Million
Q3 2023

Nov 08, 2023
SELL
$68.8 - $76.1 $8,944 - $9,893
-130 Reduced 0.93%
13,857 $953,000
Q2 2023

Aug 08, 2023
BUY
$72.59 - $77.5 $92,261 - $98,502
1,271 Added 10.0%
13,987 $1.04 Million
Q1 2023

May 03, 2023
BUY
$71.11 - $75.78 $137,384 - $146,406
1,932 Added 17.92%
12,716 $950,000
Q4 2022

Feb 03, 2023
BUY
$71.53 - $77.19 $93,704 - $101,118
1,310 Added 13.83%
10,784 $803,000
Q3 2022

Nov 08, 2022
BUY
N/A
9,474 New
9,474 $632,000
Q4 2020

Feb 10, 2021
SELL
N/A
-3,990 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
N/A
-3,407 Reduced 46.06%
3,990 $248,000
Q2 2020

Aug 13, 2020
BUY
N/A
652 Added 9.67%
7,397 $434,000
Q1 2020

May 05, 2020
SELL
N/A
-5,373 Reduced 44.34%
6,745 $397,000
Q3 2019

Nov 07, 2019
SELL
N/A
-662 Reduced 5.18%
12,118 $744,000
Q2 2019

Aug 07, 2019
BUY
N/A
183 Added 1.45%
12,780 $742,000
Q1 2019

May 07, 2019
BUY
N/A
3,748 Added 42.36%
12,597 $707,000
Q4 2018

Feb 12, 2019
BUY
N/A
8,849 New
8,849 $449,000

Others Institutions Holding XLP

# of Institutions
1,337
Shares Held
169M
Call Options Held
13.4M
Put Options Held
18M
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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