Stapp Wealth Management, Pllc Spdr S&P Aerospace & Defense E Transaction History

Stapp Wealth Management, Pllc

$56.8 Million
Q3 2024

A detailed history of Stapp Wealth Management, Pllc transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 5,757 shares of XAR stock, worth $892,277. This represents 1.59% of its overall portfolio holdings.

Number of Shares

5,757

Previous 5,772 0.26%

Holding current value

$892,277

Previous $807,000 12.14%

% of portfolio

1.59%

Previous 1.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$139.03 - $157.34 $2,085 - $2,360	-15 Reduced 0.26%	5,757 $905,000
Q2 2024 Jul 17, 2024	BUY	$132.1 - $144.92 $31,175 - $34,201	236 Added 4.26%	5,772 $807,000
Q1 2024 Apr 18, 2024	BUY	$127.46 - $141.87 $78,132 - $86,966	613 Added 12.45%	5,536 $777,000
Q4 2023 Jan 23, 2024	SELL	$109.6 - $136.33 $61,485 - $76,481	-561 Reduced 10.23%	4,923 $666,000
Q3 2023 Nov 14, 2023	SELL	$110.08 - $125.09 $1,320 - $1,501	-12 Reduced 0.22%	5,484 $614,000
Q2 2023 Jul 25, 2023	BUY	$110.78 - $122.64 $3,877 - $4,292	35 Added 0.64%	5,496 $667,000
Q1 2023 Apr 21, 2023	BUY	$109.92 - $121.62 $28,469 - $31,499	259 Added 4.98%	5,461 $638,000
Q4 2022 Jan 19, 2023	BUY	$93.31 - $113.09 $57,478 - $69,663	616 Added 13.43%	5,202 $572,000
Q3 2022 Nov 14, 2022	BUY	$91.68 - $115.5 $420,444 - $529,683	4,586 New	4,586 $420,000

Others Institutions Holding XAR

# of Institutions

363

Shares Held

6.93M

Call Options Held

18.2K

Put Options Held

500

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
Sector ETFs
Industry ETFs

More about XAR

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Stapp Wealth Management, Pllc Spdr S&P Aerospace & Defense E Transaction History