Pacific Capital Wealth Advisors, Inc Consumer Staples Sector Spdr Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 82,714 shares of XLP stock, worth $6.29 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

82,714

Previous 135,489 38.95%

Holding current value

$6.29 Million

Previous $10.3 Million 38.95%

% of portfolio

1.05%

Previous 1.74%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	N/A	-52,775 Reduced 38.95%	82,714 $6.29 Million
Q3 2024 Oct 15, 2024	SELL	$76.04 - $76.04 $937,497 - $937,497	-12,329 Reduced 8.34%	135,489 $10.3 Million
Q2 2024 Aug 06, 2024	BUY	$73.08 - $78.4 $1.18 Million - $1.26 Million	16,132 Added 12.25%	147,818 $11.3 Million
Q1 2024 May 15, 2024	SELL	$71.59 - $76.36 $336,616 - $359,044	-4,702 Reduced 3.45%	131,686 $10.1 Million
Q4 2023 Feb 06, 2024	SELL	$66.22 - $72.3 $1.34 Million - $1.47 Million	-20,307 Reduced 12.96%	136,388 $9.82 Million
Q3 2023 Nov 03, 2023	SELL	$68.8 - $76.1 $1.62 Million - $1.79 Million	-23,545 Reduced 13.06%	156,695 $10.8 Million
Q2 2023 Aug 01, 2023	BUY	$72.59 - $77.5 $914,416 - $976,267	12,597 Added 7.51%	180,240 $13.4 Million
Q1 2023 May 05, 2023	SELL	$71.11 - $75.78 $365,647 - $389,660	-5,142 Reduced 2.98%	167,643 $12.5 Million
Q4 2022 Feb 14, 2023	SELL	$71.53 - $77.19 $368,522 - $397,682	-5,152 Reduced 2.9%	172,785 $12.9 Million
Q3 2022 Nov 14, 2022	BUY	N/A	52,583 Added 41.95%	177,937 $11.9 Million
Q2 2022 Aug 05, 2022	BUY	N/A	37,524 Added 42.72%	125,354 $9.05 Million
Q1 2022 May 16, 2022	BUY	N/A	13,115 Added 17.55%	87,830 $6.67 Million
Q4 2021 Mar 08, 2022	BUY	N/A	6,174 Added 9.01%	74,715 $5.76 Million
Q3 2021 Nov 30, 2021	BUY	N/A	68,541 New	68,541 $4.72 Million

Others Institutions Holding XLP

# of Institutions

1,312

Shares Held

169M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Account

Pacific Capital Wealth Advisors, Inc Consumer Staples Sector Spdr Transaction History