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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
N/A
|
500
$38K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 4.47% |
N/A
|
1.07K
$81.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
615+ 1.28% |
N/A
|
48.5K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.2K+ 18.82% |
N/A
|
77K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
269New |
N/A
|
269
$20.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 103.7% |
N/A
|
937
$71.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-119- 68.39% |
N/A
|
55
$4.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
101+ 101.0% |
N/A
|
201
$15.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.14K- 75.89% |
N/A
|
2.9K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.25K- 25.17% |
N/A
|
3.72K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-215- 13.52% |
N/A
|
1.38K
$105K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-898- 13.07% |
N/A
|
5.97K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
127New |
N/A
|
127
$9.66K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.9KNew |
N/A
|
26.9K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 7.28% |
N/A
|
2.55K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12KNew |
N/A
|
12K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.78K- 63.53% |
N/A
|
3.32K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
19KNew |
N/A
|
19K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-65- 27.08% |
N/A
|
175
$13.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
121New |
N/A
|
121
$9.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
995+ 4.56% |
N/A
|
22.8K
$1.73M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-132- 1.37% |
N/A
|
9.5K
$723K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
81+ 27.0% |
N/A
|
381
$29K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
220+ 6.33% |
N/A
|
3.69K
$281K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4New |
N/A
|
4
$304
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
86New |
N/A
|
86
$6.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
859New |
N/A
|
859
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
400KNew |
N/A
|
400K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-801K- 33.64% |
N/A
|
1.58M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-153- 6.69% |
N/A
|
2.13K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
62.5KNew |
N/A
|
62.5K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
300KNew |
N/A
|
300K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
722+ 8.23% |
N/A
|
9.49K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.57K+ 17.87% |
N/A
|
50K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.05% |
N/A
|
4.24K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
29New |
N/A
|
29
$2.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.05KNew |
N/A
|
4.05K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
6.68KNew |
N/A
|
6.68K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
87KNew |
N/A
|
87K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-11.1K- 17.58% |
N/A
|
51.8K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
25.7K+ 78.56% |
N/A
|
58.4K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.41KNew |
N/A
|
1.41K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
46.1KNew |
N/A
|
46.1K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-141- 3.09% |
N/A
|
4.42K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-603- 4.04% |
N/A
|
14.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-3.06KClosed |
N/A
|
0
$0
|
|