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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 3.04% |
N/A
|
111K
$8.42M
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
7K+ 16.6% |
N/A
|
49.1K
$3.74M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-256- 7.81% |
N/A
|
3.02K
$230K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
401+ 11.72% |
N/A
|
3.82K
$291K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.27K- 4.43% |
N/A
|
48.9K
$3.72M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.99KNew |
N/A
|
2.99K
$228K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
97+ 81.51% |
N/A
|
216
$16.4K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$410K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 8.5% |
N/A
|
113K
$8.56M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
355+ 22.9% |
N/A
|
1.91K
$145K
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-19.8K- 13.34% |
N/A
|
128K
$9.75M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$771K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-580- 15.42% |
N/A
|
3.18K
$242K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 8.66% |
N/A
|
25.7K
$1.96M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-20- 0.7% |
N/A
|
2.84K
$216K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.54K+ 3.62% |
N/A
|
216K
$16.4M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.82K- 24.33% |
N/A
|
5.65K
$429K
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-164- 0.23% |
N/A
|
70.2K
$5.34M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-135- 4.5% |
N/A
|
2.86K
$218K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-487- 8.87% |
N/A
|
5K
$380K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14+ 0.58% |
N/A
|
2.42K
$184K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
73New |
N/A
|
73
$5.55K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.26K+ 6.33% |
N/A
|
38K
$2.89M
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
114+ 4.42% |
N/A
|
2.69K
$205K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.16K+ 8.73% |
N/A
|
26.8K
$2.04M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
650+ 13.09% |
N/A
|
5.62K
$427K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.09% |
N/A
|
6.57K
$500K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.32K+ 3.75% |
N/A
|
36.5K
$2.77M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 1.18% |
N/A
|
4.54K
$345K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-441- 7.56% |
N/A
|
5.4K
$410K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
645+ 4.98% |
N/A
|
13.6K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
27.8K+ 65.02% |
N/A
|
70.5K
$5.36M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28K+ 4.75% |
N/A
|
618K
$47M
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.48% |
N/A
|
418
$31.8K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.11K+ 8.09% |
N/A
|
14.9K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 12.0% |
N/A
|
110
$8.36K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-34- 20.0% |
N/A
|
136
$10.3K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-87- 3.31% |
N/A
|
2.55K
$194K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.69% |
N/A
|
1.02K
$77.7K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
367+ 191.15% |
N/A
|
559
$42.5K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.45K+ 1.5% |
N/A
|
98.2K
$7.47M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-72- 0.04% |
N/A
|
171K
$13M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-18.4K- 76.87% |
N/A
|
5.52K
$420K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.15% |
N/A
|
2K
$152K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-362- 10.07% |
N/A
|
3.23K
$246K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.75K- 12.87% |
N/A
|
18.6K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37+ 0.07% |
N/A
|
49.9K
$3.8M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 16.59% |
N/A
|
8.71K
$663K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 2.62% |
N/A
|
5.01K
$381K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-264- 60.27% |
N/A
|
174
$13.2K
|