Rooted Wealth Advisors, Inc. XLP Holdings History
Rooted Wealth Advisors, Inc.'s Consumer Staples Select Sector SPDR Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 127,848.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $10.33 Mil. This investment constitutes 3.57% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.06% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2022Q4. And since then Rooted Wealth Advisors, Inc. has made 10 purchases of XLP, at an average price of $76.66, for a total of 127,848.00 shares. Based on historical transaction data and XLP's current price of $80.88, Rooted Wealth Advisors, Inc.'s estimated gain on his XLP holdings is $540,074.29, reflecting a 5.51% gain to date.
Rooted Wealth Advisors, Inc. XLP ($80.88) Holding Chart
Rooted Wealth Advisors, Inc. XLP ($80.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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