Capital Advisors Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 64,744 shares of XLP stock, worth $4.92 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
64,744
Previous 38,517 68.09%
Holding current value
$4.92 Million
Previous $2.93 Million 68.14%
% of portfolio
0.72%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
N/A
26,227 Added 68.09%
64,744 $4.92 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-549 Reduced 1.41%
38,517 $2.93 Million
Q1 2025

Apr 24, 2025
BUY
N/A
2,594 Added 7.11%
39,066 $2.97 Million
Q4 2024

Jan 14, 2025
BUY
N/A
1,317 Added 3.75%
36,472 $2.77 Million
Q3 2024

Oct 15, 2024
BUY
$76.04 - $76.04 $2.67 Million - $2.67 Million
35,155 New
35,155 $2.67 Million

Others Institutions Holding XLP

# of Institutions
1,384
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email