Balboa Wealth Partners Consumer Staples Sector Spdr Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 3,696 shares of XLP stock, worth $281,043. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,696
Previous 4,901 24.59%
Holding current value
$281,043
Previous $372,000 24.46%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Feb 10, 2025
SELL
N/A
-1,205 Reduced 24.59%
3,696 $281,000
Q3 2024

Nov 06, 2024
SELL
$76.04 - $76.04 $175,500 - $175,500
-2,308 Reduced 32.02%
4,901 $372,000
Q2 2024

Aug 13, 2024
BUY
$73.08 - $78.4 $228,009 - $244,608
3,120 Added 76.3%
7,209 $552,000
Q1 2024

May 13, 2024
SELL
$71.59 - $76.36 $80,395 - $85,752
-1,123 Reduced 21.55%
4,089 $312,000
Q4 2023

Feb 09, 2024
SELL
$66.22 - $72.3 $71,451 - $78,011
-1,079 Reduced 17.15%
5,212 $375,000
Q3 2023

Oct 23, 2023
SELL
$68.8 - $76.1 $327,350 - $362,083
-4,758 Reduced 43.06%
6,291 $432,000
Q2 2023

Aug 08, 2023
BUY
$72.59 - $77.5 $121,515 - $129,735
1,674 Added 17.86%
11,049 $819,000
Q1 2023

May 11, 2023
SELL
$71.11 - $75.78 $539,867 - $575,321
-7,592 Reduced 44.75%
9,375 $700,000
Q4 2022

Feb 14, 2023
BUY
$71.53 - $77.19 $200,284 - $216,132
2,800 Added 19.76%
16,967 $1.26 Million
Q3 2022

Jan 04, 2023
BUY
N/A
14,167 New
14,167 $945,000

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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