Marcum Wealth, LLC Consumer Staples Sector Spdr Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,743 shares of XLP stock, worth $664,817. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,743

Previous 7,025 24.46%

Holding current value

$664,817

Previous $537,000 23.65%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$76.04 - $76.04 $130,636 - $130,636	1,718 Added 24.46%	8,743 $664,000
Q2 2024 Jul 02, 2024	SELL	$73.08 - $78.4 $41,874 - $44,923	-573 Reduced 7.54%	7,025 $537,000
Q1 2024 Apr 10, 2024	SELL	$71.59 - $76.36 $166,375 - $177,460	-2,324 Reduced 23.42%	7,598 $580,000
Q4 2023 Jan 10, 2024	SELL	$66.22 - $72.3 $235,610 - $257,243	-3,558 Reduced 26.39%	9,922 $714,000
Q3 2023 Oct 10, 2023	SELL	$68.8 - $76.1 $9,632 - $10,654	-140 Reduced 1.03%	13,480 $927,000
Q2 2023 Jul 13, 2023	SELL	$72.59 - $77.5 $74,114 - $79,127	-1,021 Reduced 6.97%	13,620 $1.01 Million
Q1 2023 Apr 19, 2023	BUY	$71.11 - $75.78 $113,776 - $121,248	1,600 Added 12.27%	14,641 $1.09 Million
Q4 2022 Jan 12, 2023	BUY	$71.53 - $77.19 $133,618 - $144,190	1,868 Added 16.72%	13,041 $0
Q3 2022 Oct 11, 2022	BUY	N/A	11,173 New	11,173 $746,000

Others Institutions Holding XLP

# of Institutions

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Marcum Wealth, LLC Consumer Staples Sector Spdr Transaction History