Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024

BUY
$66.22 - $72.3 $701,402 - $765,801
10,592 New
10,592 $762,000
Q4 2022

Feb 08, 2023

BUY
$71.53 - $77.19 $378,393 - $408,335
5,290 New
5,290 $394,000
Q1 2021

May 05, 2021

SELL
N/A
-3,892 Closed
0 $0
Q4 2020

Jan 11, 2021

BUY
N/A
3 Added 0.08%
3,892 $263,000
Q3 2020

Nov 02, 2020

SELL
N/A
-116 Reduced 2.9%
3,889 $0
Q2 2020

Jul 27, 2020

BUY
N/A
49 Added 1.24%
4,005 $235,000
Q1 2020

Apr 16, 2020

SELL
N/A
-249 Reduced 5.92%
3,956 $216,000
Q4 2019

Jan 14, 2020

BUY
N/A
478 Added 12.83%
4,205 $265,000
Q3 2019

Nov 04, 2019

BUY
N/A
2 Added 0.05%
3,727 $229,000
Q2 2019

Aug 12, 2019

SELL
N/A
-530 Reduced 12.46%
3,725 $216,000
Q1 2019

Apr 01, 2019

SELL
N/A
-1,155 Reduced 21.35%
4,255 $239,000
Q4 2018

Feb 08, 2019

BUY
N/A
433 Added 8.7%
5,410 $275,000
Q3 2018

Nov 06, 2018

SELL
N/A
-602 Reduced 10.79%
4,977 $268,000
Q2 2018

Aug 07, 2018

BUY
N/A
297 Added 5.62%
5,579 $287,000
Q1 2018

Apr 30, 2018

SELL
N/A
-138 Reduced 2.55%
5,282 $278,000
Q4 2017

Jan 30, 2018

BUY
N/A
5,420 New
5,420 $308,000
Q4 2017

Jan 26, 2018

SELL
N/A
-5,165 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
N/A
5,165
5,165 $279,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


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

Track Donaldson Capital Management, LLC Portfolio

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

News

Stay updated on Donaldson Capital Management, LLC with notifications on news.