Executive Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 4,417 shares of XLP stock, worth $335,868. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,417
Previous 4,558 3.09%
Holding current value
$335,868
Previous $346,000 3.18%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 13, 2025
SELL
N/A
-141 Reduced 3.09%
4,417 $335,000
Q3 2024

Nov 01, 2024
SELL
$76.04 - $76.04 $29,959 - $29,959
-394 Reduced 7.96%
4,558 $346,000
Q2 2024

Aug 08, 2024
SELL
$73.08 - $78.4 $39,609 - $42,492
-542 Reduced 9.87%
4,952 $379,000
Q1 2024

May 13, 2024
SELL
$71.59 - $76.36 $373,485 - $398,370
-5,217 Reduced 48.71%
5,494 $419,000
Q4 2023

Jan 26, 2024
SELL
$66.22 - $72.3 $197,468 - $215,598
-2,982 Reduced 21.78%
10,711 $771,000
Q3 2023

Nov 07, 2023
SELL
$68.8 - $76.1 $46,921 - $51,900
-682 Reduced 4.74%
13,693 $942,000
Q2 2023

Aug 02, 2023
SELL
$72.59 - $77.5 $52,700 - $56,265
-726 Reduced 4.81%
14,375 $1.07 Million
Q1 2023

May 11, 2023
SELL
$71.11 - $75.78 $64,638 - $68,884
-909 Reduced 5.68%
15,101 $1.13 Million
Q4 2022

Feb 13, 2023
BUY
$71.53 - $77.19 $1.12 Million - $1.21 Million
15,628 Added 4091.1%
16,010 $1.19 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-5,342 Reduced 93.33%
382 $382,000
Q2 2022

Jul 26, 2022
SELL
N/A
-254 Reduced 4.25%
5,724 $413,000
Q1 2022

Apr 13, 2022
SELL
N/A
-1,604 Reduced 21.16%
5,978 $453,000
Q4 2021

Feb 03, 2022
SELL
N/A
-458 Reduced 5.7%
7,582 $0
Q3 2021

Oct 27, 2021
SELL
N/A
-1,135 Reduced 12.37%
8,040 $553,000
Q2 2021

Jul 26, 2021
BUY
N/A
333 Added 3.77%
9,175 $641,000
Q1 2021

May 03, 2021
SELL
N/A
-227,800 Reduced 96.26%
8,842 $603,000
Q4 2020

Feb 04, 2021
SELL
N/A
-3,311 Reduced 1.38%
236,642 $16 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-29,063 Reduced 10.8%
239,953 $15.4 Million
Q2 2020

Jul 27, 2020
BUY
N/A
268,663 Added 76108.5%
269,016 $0
Q4 2018

Feb 19, 2019
BUY
N/A
353 New
353 $18,000

Others Institutions Holding XLP

# of Institutions
1,352
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
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 Executive Wealth Management, LLC Portfolio

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

News

Stay updated on Executive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email