Purchases and Sales Made in Q2 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 2024. The information is specifically focused on institutions that hold shares of CONSUMER STAPLES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.61% |
$2.7K - $2.9K
|
6.04K
$459K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-38- 22.62% |
$2.78K - $2.98K
|
130
$9.89K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-38- 0.6% |
$2.78K - $2.98K
|
6.33K
$481K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-38- 0.22% |
$2.78K - $2.98K
|
17.4K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-42- 2.06% |
$3.07K - $3.29K
|
2K
$152K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-45- 0.28% |
$3.29K - $3.53K
|
16.1K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-45- 1.45% |
$3.29K - $3.53K
|
3.06K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-45- 9.91% |
$3.29K - $3.53K
|
409
$31.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-49- 10.99% |
$3.58K - $3.84K
|
397
$30.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-50- 0.75% |
$3.65K - $3.92K
|
6.58K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-50- 0.98% |
$3.65K - $3.92K
|
5.04K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-53- 46.9% |
$3.87K - $4.16K
|
60
$4.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-60- 0.22% |
$4.38K - $4.7K
|
26.8K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-61- 0.74% |
$4.46K - $4.78K
|
8.15K
$620K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-62- 0.1% |
$4.53K - $4.86K
|
61.6K
$4.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-73- 1.6% |
$5.33K - $5.72K
|
4.5K
$342K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-74- 1.03% |
$5.41K - $5.8K
|
7.09K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-74- 17.87% |
$5.41K - $5.8K
|
340
$25.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-76- 18.36% |
$5.55K - $5.96K
|
338
$25.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-77- 1.83% |
$5.63K - $6.04K
|
4.13K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 1.52% |
$5.99K - $6.43K
|
5.3K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-82- 5.64% |
$5.99K - $6.43K
|
1.37K
$104K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-82- 1.06% |
$5.99K - $6.43K
|
7.68K
$584K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-83- 0.3% |
$6.07K - $6.51K
|
27.5K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 35.93% |
$6.07K - $6.51K
|
148
$11.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-88- 0.36% |
$6.43K - $6.9K
|
24.2K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-92- 0.98% |
$6.72K - $7.21K
|
9.31K
$708K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-95- 5.29% |
$6.94K - $7.45K
|
1.7K
$129K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.69% |
$7.31K - $7.84K
|
5.83K
$443K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 3.48% |
$7.31K - $7.84K
|
2.77K
$211K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-106- 25.79% |
$7.75K - $8.31K
|
305
$23.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-107- 2.35% |
$7.82K - $8.39K
|
4.45K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-110- 2.85% |
$8.04K - $8.62K
|
3.75K
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-116- 21.13% |
$8.48K - $9.09K
|
433
$32.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-121- 10.91% |
$8.84K - $9.49K
|
988
$75.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-121- 0.46% |
$8.84K - $9.49K
|
26.4K
$2.01M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-124- 3.05% |
$9.06K - $9.72K
|
3.94K
$299K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-125- 0.77% |
$9.14K - $9.8K
|
16.2K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-126- 1.5% |
$9.21K - $9.88K
|
8.29K
$631K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-130- 0.91% |
$9.5K - $10.2K
|
14.2K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-130- 25.44% |
$9.5K - $10.2K
|
381
$29K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-131- 3.51% |
$9.57K - $10.3K
|
3.6K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-133- 8.14% |
$9.72K - $10.4K
|
1.5K
$114K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-137- 0.79% |
$10K - $10.7K
|
17.2K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-143- 6.72% |
$10.5K - $11.2K
|
1.99K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-143- 3.67% |
$10.5K - $11.2K
|
3.76K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-145- 2.91% |
$10.6K - $11.4K
|
4.84K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-147- 1.08% |
$10.7K - $11.5K
|
13.5K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-148- 0.52% |
$10.8K - $11.6K
|
28.4K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-149- 23.5% |
$10.9K - $11.7K
|
485
$36.9K
|