Clearstead Advisors, LLC Consumer Staples Sector Spdr Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 936 shares of XLP stock, worth $71,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares
936
Previous 1,069 12.44%
Holding current value
$71,173
Previous $81,000 12.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
SELL
$76.04 - $76.04 $10,113 - $10,113
-133 Reduced 12.44%
936 $71,000
Q2 2024

Aug 09, 2024
BUY
$73.08 - $78.4 $3,507 - $3,763
48 Added 4.7%
1,069 $81,000
Q1 2024

May 14, 2024
SELL
$71.59 - $76.36 $3,221 - $3,436
-45 Reduced 4.22%
1,021 $77,000
Q4 2023

Feb 12, 2024
BUY
$66.22 - $72.3 $42,513 - $46,416
642 Added 151.42%
1,066 $76,000
Q2 2023

Aug 07, 2023
SELL
$72.59 - $77.5 $72,517 - $77,422
-999 Reduced 70.2%
424 $31,000
Q1 2023

May 09, 2023
BUY
$71.11 - $75.78 $71 - $75
1 Added 0.07%
1,423 $106,000
Q4 2022

Feb 14, 2023
SELL
$71.53 - $77.19 $15,235 - $16,441
-213 Reduced 13.03%
1,422 $106,000
Q3 2022

Nov 14, 2022
BUY
N/A
1 Added 0.06%
1,635 $109,000
Q2 2022

Aug 12, 2022
SELL
N/A
-402 Reduced 19.74%
1,634 $118,000
Q1 2022

May 04, 2022
BUY
N/A
822 Added 67.71%
2,036 $155,000
Q4 2021

Feb 14, 2022
SELL
N/A
-1,038 Reduced 46.09%
1,214 $94,000
Q3 2021

Nov 12, 2021
BUY
N/A
2,074 Added 1165.17%
2,252 $155,000
Q3 2020

Nov 12, 2020
BUY
N/A
178 New
178 $11,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email