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
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-880- 1.35% |
N/A
|
64.3K
$4.89M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-148K- 4.0% |
N/A
|
3.56M
$270M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-468- 4.85% |
N/A
|
9.19K
$699K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
289K+ 6.39% |
N/A
|
4.81M
$366M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82+ 2.89% |
N/A
|
2.92K
$222K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
179+ 4.2% |
N/A
|
4.44K
$338K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10.3K- 2.39% |
N/A
|
419K
$31.9M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-208- 1.89% |
N/A
|
10.8K
$822K
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.57K+ 12.01% |
N/A
|
14.6K
$1.11M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.46K+ 95.93% |
N/A
|
11.2K
$848K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.52K+ 12.15% |
N/A
|
60.2K
$4.58M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 0.69% |
N/A
|
7.27K
$553K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
718New |
N/A
|
718
$54.6K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-651- 7.53% |
N/A
|
7.99K
$608K
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
293+ 0.48% |
N/A
|
60.9K
$4.63M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
10KNew |
N/A
|
10K
$760K
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.05K+ 4.61% |
N/A
|
46.5K
$3.53M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
68New |
N/A
|
68
$5.17K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
13.3K+ 26.9% |
N/A
|
62.8K
$4.78M
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-41.9K- 11.5% |
N/A
|
322K
$24.5M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.64KNew |
N/A
|
2.64K
$201K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
225+ 4.36% |
N/A
|
5.39K
$409K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
656+ 21.41% |
N/A
|
3.72K
$283K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-228K- 2.87% |
N/A
|
7.71M
$587M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-366- 4.95% |
N/A
|
7.03K
$534K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-230- 6.04% |
N/A
|
3.58K
$272K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
720+ 9.9% |
N/A
|
7.99K
$608K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225K+ 6.68% |
N/A
|
3.6M
$273M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
429+ 0.12% |
N/A
|
369K
$28.1M
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
608+ 0.97% |
N/A
|
63.4K
$4.82M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$209K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.2K- 49.85% |
N/A
|
3.22K
$245K
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
643+ 14.96% |
N/A
|
4.94K
$376K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.57K+ 10.64% |
N/A
|
16.3K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$599K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$239K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-874- 2.78% |
N/A
|
30.5K
$2.32M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.07% |
N/A
|
2.8K
$213K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 6.4% |
N/A
|
33.6K
$2.55M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
129K+ 910.77% |
N/A
|
143K
$10.9M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11.2K+ 7.33% |
N/A
|
165K
$12.5M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13K+ 66.81% |
N/A
|
32.5K
$2.47M
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.86K+ 89.82% |
N/A
|
8.15K
$620K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.24K- 28.08% |
N/A
|
5.73K
$436K
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4.35KNew |
N/A
|
4.35K
$331K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
505New |
N/A
|
505
$38.4K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$108K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-303- 79.53% |
N/A
|
78
$5.93K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.21K- 24.59% |
N/A
|
3.7K
$281K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.2K+ 4.31% |
N/A
|
659K
$50.1M
|