Heartwood Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 510 shares of XLP stock, worth $38,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares
510
Holding current value
$38,780
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
N/A
510 New
510 $38,000
Q2 2023

Jul 19, 2023
BUY
$72.59 - $77.5 $494,918 - $528,395
6,818 New
6,818 $505,000
Q1 2020

May 04, 2020
SELL
N/A
-7,021 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
N/A
7,021 New
7,021 $442,000

Others Institutions Holding XLP

# of Institutions
1,382
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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