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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-766- 16.21% |
$58.2K - $58.2K
|
3.96K
$301K
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-3.31K- 5.53% |
$252K - $252K
|
56.6K
$4.3M
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.27KNew |
$172K - $172K
|
2.27K
$172K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.15K+ 7.85% |
$163K - $163K
|
29.5K
$2.24M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
636+ 9.61% |
$48.4K - $48.4K
|
7.25K
$551K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.7K- 63.5% |
$1.73M - $1.73M
|
13.1K
$994K
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
15KNew |
$1.14M - $1.14M
|
15K
$1.14M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
660+ 25.1% |
$50.2K - $50.2K
|
3.29K
$250K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.54KNew |
$725K - $725K
|
9.54K
$725K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
4.1KNew |
$312K - $312K
|
4.1K
$312K
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
61.7KNew |
$4.69M - $4.69M
|
61.7K
$4.69M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
468+ 2.05% |
$35.6K - $35.6K
|
23.3K
$1.77M
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-206K- 73.07% |
$15.7M - $15.7M
|
75.9K
$5.77M
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
21+ 1.75% |
$1.6K - $1.6K
|
1.22K
$92.8K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.93KNew |
$223K - $223K
|
2.93K
$223K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$15.8K - $15.8K
|
208
$15.8K
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.48KNew |
$189K - $189K
|
2.48K
$189K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.48KNew |
$416K - $416K
|
5.48K
$416K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$38K - $38K
|
500
$38K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 383.33% |
$1.75K - $1.75K
|
29
$2.21K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 7.52% |
$204K - $204K
|
32.9K
$2.5M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
59.7KNew |
$4.54M - $4.54M
|
59.7K
$4.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
519K+ 18.11% |
$39.4M - $39.4M
|
3.38M
$257M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.7K+ 7.39% |
$5.38M - $5.38M
|
1.03M
$78.1M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-58- 85.29% |
$4.41K - $4.41K
|
10
$760
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$195K - $195K
|
2.56K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
38New |
$2.89K - $2.89K
|
38
$2.89K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-147- 2.4% |
$11.2K - $11.2K
|
5.97K
$454K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 4.38% |
$5.63K - $5.63K
|
1.76K
$134K
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-41.4K- 91.18% |
$3.15M - $3.15M
|
4K
$304K
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.31K+ 3.6% |
$175K - $175K
|
66.4K
$5.05M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23New |
$1.75K - $1.75K
|
23
$1.75K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.72KNew |
$435K - $435K
|
5.72K
$435K
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
140KNew |
$10.7M - $10.7M
|
140K
$10.7M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-192- 1.9% |
$14.6K - $14.6K
|
9.92K
$754K
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.08M+ 93.22% |
$82.3M - $82.3M
|
2.24M
$171M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62New |
$4.71K - $4.71K
|
62
$4.71K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10KNew |
$760K - $760K
|
10K
$760K
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$205K - $205K
|
2.7K
$205K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
454New |
$34.5K - $34.5K
|
454
$34.5K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
106+ 2.27% |
$8.06K - $8.06K
|
4.77K
$363K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
67.4KNew |
$5.13M - $5.13M
|
67.4K
$5.13M
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
16.5KNew |
$1.25M - $1.25M
|
16.5K
$1.25M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
305New |
$23.2K - $23.2K
|
305
$23.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 4.02% |
$3.12K - $3.12K
|
980
$74.5K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-99- 0.25% |
$7.53K - $7.53K
|
39.2K
$2.98M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 7.44% |
$6.84K - $6.84K
|
1.12K
$85.1K
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.85KNew |
$749K - $749K
|
9.85K
$749K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
24.7K+ 196.76% |
$1.88M - $1.88M
|
37.3K
$2.84M
|