Foundations Investment Advisors, LLC Consumer Staples Sector Spdr Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 201,495 shares of XLP stock, worth $15.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
201,495
Previous 185,956 8.36%
Holding current value
$15.3 Million
Previous $14.1 Million 8.35%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Jan 22, 2025
BUY
N/A
15,539 Added 8.36%
201,495 $15.3 Million
Q3 2024

Oct 21, 2024
BUY
$76.04 - $76.04 $924,722 - $924,722
12,161 Added 7.0%
185,956 $14.1 Million
Q2 2024

Aug 02, 2024
BUY
$73.08 - $78.4 $1.69 Million - $1.81 Million
23,105 Added 15.33%
173,795 $13.3 Million
Q1 2024

May 13, 2024
BUY
$71.59 - $76.36 $1.65 Million - $1.76 Million
23,005 Added 18.02%
150,690 $11.5 Million
Q4 2023

Feb 08, 2024
BUY
$66.22 - $72.3 $7.7 Million - $8.4 Million
116,205 Added 1012.24%
127,685 $9.2 Million
Q3 2023

Oct 05, 2023
SELL
$68.8 - $76.1 $19.6 Million - $21.7 Million
-285,116 Reduced 96.13%
11,480 $789,000
Q2 2023

Jul 19, 2023
BUY
$72.59 - $77.5 $9.18 Million - $9.8 Million
126,511 Added 74.38%
296,596 $22 Million
Q1 2023

Apr 25, 2023
BUY
$71.11 - $75.78 $956,145 - $1.02 Million
13,446 Added 8.58%
170,085 $12.7 Million
Q4 2022

Jan 11, 2023
BUY
$71.53 - $77.19 $656,287 - $708,218
9,175 Added 6.22%
156,639 $0
Q3 2022

Oct 19, 2022
BUY
N/A
31,119 Added 26.75%
147,464 $9.84 Million
Q2 2022

Jul 08, 2022
BUY
N/A
116,345 New
116,345 $8.49 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-30,104 Closed
0 $0
Q2 2021

Jul 14, 2021
BUY
N/A
1,283 Added 4.45%
30,104 $2.11 Million
Q1 2021

Apr 09, 2021
SELL
N/A
-210,089 Reduced 87.94%
28,821 $1.99 Million
Q4 2020

Jan 13, 2021
BUY
N/A
193,741 Added 428.92%
238,910 $16 Million
Q3 2020

Oct 07, 2020
SELL
N/A
-8,216 Reduced 15.39%
45,169 $2.9 Million
Q2 2020

Jul 08, 2020
SELL
N/A
-4,415 Reduced 7.64%
53,385 $3.15 Million
Q1 2020

Apr 06, 2020
BUY
N/A
5,114 Added 9.71%
57,800 $3.1 Million
Q4 2019

Jan 09, 2020
BUY
N/A
2,405 Added 4.78%
52,686 $3.29 Million
Q3 2019

Oct 07, 2019
BUY
N/A
14,102 Added 38.98%
50,281 $3.04 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-447,549 Reduced 92.52%
36,179 $2.16 Million
Q1 2019

Apr 08, 2019
BUY
N/A
483,728 New
483,728 $27.1 Million

Others Institutions Holding XLP

# of Institutions
1,354
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 Foundations Investment Advisors, LLC Portfolio

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

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email