Latest Institutional Transactions on Consumer Staples Sector Spdr (XLP)
This table provides information on the latest institutional transactions involving Consumer Staples Sector Spdr (XLP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
879+ 8.25% |
N/A
|
11.5K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11M+ 17.51% |
N/A
|
7.48M
$569M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-486- 2.0% |
N/A
|
23.9K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 1.63% |
N/A
|
2.24K
$171K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-99- 14.67% |
N/A
|
576
$43.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.01K- 3.64% |
N/A
|
106K
$8.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
434+ 5.59% |
N/A
|
8.2K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.83K- 20.82% |
N/A
|
6.95K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.11K+ 2.91% |
N/A
|
216K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14+ 7.29% |
N/A
|
206
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
13K+ 20.05% |
N/A
|
77.9K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-30.3K- 50.11% |
N/A
|
30.2K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-34.8KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.43K- 5.02% |
N/A
|
160K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
306+ 1.91% |
N/A
|
16.3K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
93+ 2.07% |
N/A
|
4.59K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.59M- 82.35% |
N/A
|
341K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-200K- 19.99% |
N/A
|
800K
$60.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.5K- 26.28% |
N/A
|
125K
$9.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.18K+ 21.68% |
N/A
|
17.9K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
385New |
N/A
|
385
$29.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.37K+ 7.41% |
N/A
|
19.9K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
93+ 0.24% |
N/A
|
38.1K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-104K- 92.07% |
N/A
|
8.96K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 2.22% |
N/A
|
460
$35K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.73K+ 128.77% |
N/A
|
13.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.14K+ 8.63% |
N/A
|
39.5K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.5K- 77.03% |
N/A
|
4.93K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.43K+ 4.71% |
N/A
|
31.8K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
15+ 0.24% |
N/A
|
6.25K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-501- 3.43% |
N/A
|
14.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.27K+ 3.49% |
N/A
|
37.5K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
8.9K+ 89.18% |
N/A
|
18.9K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-374- 33.97% |
N/A
|
727
$55.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-217- 5.55% |
N/A
|
3.69K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-472- 2.54% |
N/A
|
18.1K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$984K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.48K- 28.81% |
N/A
|
6.13K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 0.67% |
N/A
|
22.2K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
34+ 0.51% |
N/A
|
6.67K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220+ 1.32% |
N/A
|
16.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.09K+ 212.88% |
N/A
|
11.9K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-139- 1.49% |
N/A
|
9.22K
$701K
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
894+ 0.54% |
N/A
|
166K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$785K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
76.7K+ 59.74% |
N/A
|
205K
$15.6M
|