A detailed history of Coastal Investment Advisors, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 10,673 shares of XLP stock, worth $811,574. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,673
Previous 22,612 52.8%
Holding current value
$811,574
Previous $1.73 Million 53.15%
% of portfolio
0.38%
Previous 0.34%

Shares

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

Oct 29, 2024

SELL
$76.04 - $76.04 $907,841 - $907,841
-11,939 Reduced 52.8%
10,673 $811,000
Q2 2024

Jul 15, 2024

SELL
$73.08 - $78.4 $109,546 - $117,521
-1,499 Reduced 6.22%
22,612 $1.73 Million
Q1 2024

Apr 19, 2024

BUY
$71.59 - $76.36 $310,127 - $330,791
4,332 Added 21.9%
24,111 $1.84 Million
Q4 2023

Jan 19, 2024

BUY
$66.22 - $72.3 $236,140 - $257,821
3,566 Added 21.99%
19,779 $1.42 Million
Q3 2023

Oct 20, 2023

BUY
$68.8 - $76.1 $20,777 - $22,982
302 Added 1.9%
16,213 $1.12 Million
Q2 2023

Aug 09, 2023

BUY
$72.59 - $77.5 $92,189 - $98,425
1,270 Added 8.67%
15,911 $1.18 Million
Q1 2023

May 05, 2023

BUY
$71.11 - $75.78 $19,697 - $20,991
277 Added 1.93%
14,641 $1.09 Million
Q4 2022

Feb 10, 2023

SELL
$71.53 - $77.19 $26,108 - $28,174
-365 Reduced 2.48%
14,364 $1.07 Million
Q3 2022

Oct 27, 2022

BUY
N/A
67 Added 0.46%
14,729 $983,000
Q2 2022

Aug 09, 2022

SELL
N/A
-1,949 Reduced 11.73%
14,662 $1.07 Million
Q1 2022

Apr 13, 2022

BUY
N/A
3,251 Added 24.33%
16,611 $1.26 Million
Q4 2021

Jan 18, 2022

BUY
N/A
1,022 Added 8.28%
13,360 $1.03 Million
Q3 2021

Oct 18, 2021

BUY
N/A
360 Added 3.01%
12,338 $849,000
Q2 2021

Jul 15, 2021

BUY
N/A
110 Added 0.93%
11,978 $838,000
Q1 2021

Apr 12, 2021

BUY
N/A
241 Added 2.07%
11,868 $811,000
Q4 2020

Jan 13, 2021

BUY
N/A
1,662 Added 16.68%
11,627 $784,000
Q3 2020

Oct 23, 2020

BUY
N/A
4,769 Added 91.78%
9,965 $639,000
Q2 2020

Jul 16, 2020

BUY
N/A
1,168 Added 29.0%
5,196 $305,000
Q1 2020

Apr 23, 2020

BUY
N/A
608 Added 17.78%
4,028 $219,000
Q4 2019

Feb 05, 2020

SELL
N/A
-529 Reduced 13.4%
3,420 $213,000
Q3 2019

Oct 18, 2019

SELL
N/A
-804 Reduced 16.92%
3,949 $242,000
Q2 2019

Aug 01, 2019

BUY
N/A
2,805 Added 143.99%
4,753 $275,000
Q1 2019

May 15, 2019

BUY
N/A
1,948 New
1,948 $108,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. 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 Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.