Institutional shares held 169 Million
13.4M calls
18.7M puts
Total value of holdings $12.9B
$1.02B calls
$1.42B puts
# of Institutions 1,312


Latest Institutional Activity in XLP

Top Purchases

Q4 2024
Janney Montgomery Scott LLC Shares Held: 2.87M ($219M)
Q4 2024
Grimes & Company, Inc. Shares Held: 421K ($32M)
Q4 2024
Steel Peak Wealth Management LLC Shares Held: 95.1K ($7.23M)
Q4 2024
Flagship Harbor Advisors, LLC Shares Held: 324K ($24.7M)
Q4 2024
Kera Capital Partners, Inc. Shares Held: 76.5K ($5.82M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 8.98K ($683K)
Q4 2024
Enclave Advisors LLC Shares Held: 9.1K ($692K)
Q4 2024
Cornerstone Wealth Group, LLC Shares Held: 10.4K ($790K)
Q4 2024
Pacific Capital Wealth Advisors, Inc Shares Held: 82.7K ($6.29M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 3.75K ($285K)

About XLP

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