Shepherd Financial Partners LLC Consumer Staples Sector Spdr Transaction History

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024

A detailed history of Shepherd Financial Partners LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 21,411 shares of XLP stock, worth $1.63 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,411
Previous 21,094 1.5%
Holding current value
$1.63 Million
Previous $1.62 Million 0.8%
% of portfolio
0.2%
Previous 0.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$76.04 - $76.04 $24,104 - $24,104
317 Added 1.5%
21,411 $1.63 Million
Q2 2024

Aug 07, 2024
BUY
$73.08 - $78.4 $10,669 - $11,446
146 Added 0.7%
21,094 $1.62 Million
Q1 2024

Apr 22, 2024
BUY
$71.59 - $76.36 $42,667 - $45,510
596 Added 2.93%
20,948 $1.6 Million
Q4 2023

Feb 12, 2024
BUY
$66.22 - $72.3 $1.35 Million - $1.47 Million
20,352 New
20,352 $1.47 Million
Q1 2020

May 07, 2020
SELL
N/A
-12,576 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
N/A
10 Added 0.08%
12,576 $793,000
Q3 2019

Nov 25, 2019
SELL
N/A
-1,208 Reduced 8.77%
12,566 $772,000
Q2 2019

Aug 05, 2019
BUY
N/A
8 Added 0.06%
13,774 $800,000
Q1 2019

Apr 29, 2019
BUY
N/A
55 Added 0.4%
13,766 $772,000
Q4 2018

Feb 07, 2019
BUY
N/A
7,321 Added 114.57%
13,711 $694,000
Q2 2018

Aug 02, 2018
SELL
N/A
-783 Reduced 10.92%
6,390 $328,000
Q1 2018

May 01, 2018
SELL
N/A
-383 Reduced 5.07%
7,173 $378,000
Q4 2017

Feb 14, 2018
BUY
N/A
7,556
7,556 $431,000

Others Institutions Holding XLP

# of Institutions
1,315
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
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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