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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
16.5KNew |
$1.21M - $1.3M
|
16.5K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-14.8K- 25.55% |
$1.08M - $1.16M
|
43K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
139+ 46.33% |
$10.2K - $10.9K
|
439
$33.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.2K+ 77.31% |
$892K - $957K
|
28K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.69KNew |
$416K - $446K
|
5.69K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-53- 46.9% |
$3.87K - $4.16K
|
60
$4.56K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
198K+ 3302033.25% |
$14.5M - $15.5M
|
198K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28New |
$2.05K - $2.2K
|
28
$2.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$1.46K - $1.57K
|
20
$1.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
81.1K+ 2445.12% |
$5.93M - $6.36M
|
84.4K
$6.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3- 15.0% |
$219 - $235
|
17
$1.29K
|
|
|
Aug 09, 2024
Q2 2024
|
Highland Peak Capital, LLC
Greenwich, CT |
SELL
|
- |
-46.7K- 78.5% |
$3.41M - $3.66M
|
12.8K
$972K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-795- 20.76% |
$58.1K - $62.3K
|
3.04K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-24.5K- 69.9% |
$1.79M - $1.92M
|
10.6K
$803K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.95% |
$73.1 - $78.4
|
106
$8.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-110- 2.85% |
$8.04K - $8.62K
|
3.75K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.74KNew |
$346K - $371K
|
4.74K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
456+ 9.95% |
$33.3K - $35.8K
|
5.04K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-281- 8.14% |
$20.5K - $22K
|
3.17K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.36K- 66.63% |
$611K - $656K
|
4.19K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
384+ 4.18% |
$28.1K - $30.1K
|
9.57K
$728K
|
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
50KNew |
$3.65M - $3.92M
|
50K
$3.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
32New |
$2.34K - $2.51K
|
32
$2.43K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 1.1% |
$292 - $314
|
366
$27.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-143- 6.72% |
$10.5K - $11.2K
|
1.99K
$151K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
15KNew |
$1.09M - $1.17M
|
15K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
9.1KNew |
$665K - $713K
|
9.1K
$692K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.93K- 32.43% |
$433K - $465K
|
12.3K
$939K
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
194KNew |
$14.2M - $15.2M
|
194K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 7.69% |
$73.1 - $78.4
|
12
$912
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-49- 10.99% |
$3.58K - $3.84K
|
397
$30.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
78.2K+ 42.6% |
$5.72M - $6.13M
|
262K
$19.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
3.6K+ 50.89% |
$263K - $282K
|
10.7K
$812K
|
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
350KNew |
$25.6M - $27.4M
|
350K
$26.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-17.1K- 84.44% |
$1.25M - $1.34M
|
3.15K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.17K- 6.9% |
$85.5K - $91.7K
|
15.8K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-59.4K- 90.64% |
$4.34M - $4.66M
|
6.14K
$467K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-137- 0.79% |
$10K - $10.7K
|
17.2K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-370- 11.23% |
$27K - $29K
|
2.93K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 2.5% |
$1.1K - $1.18K
|
615
$46.8K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4+ 0.11% |
$292 - $314
|
3.53K
$269K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.8K- 62.02% |
$1.3M - $1.4M
|
10.9K
$830K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
88+ 5.6% |
$6.43K - $6.9K
|
1.66K
$126K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
114+ 2.39% |
$8.33K - $8.94K
|
4.89K
$372K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
149+ 2.69% |
$10.9K - $11.7K
|
5.69K
$433K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-328- 8.77% |
$24K - $25.7K
|
3.41K
$260K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
387New |
$28.3K - $30.3K
|
387
$29.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.5KNew |
$475K - $510K
|
6.5K
$494K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
204+ 1.39% |
$14.9K - $16K
|
14.9K
$1.13M
|