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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27New |
$1.86K - $2.05K
|
27
$2.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
60KNew |
$4.13M - $4.57M
|
60K
$4.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.63K+ 7.76% |
$662K - $733K
|
134K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
32.1K+ 590.97% |
$2.21M - $2.45M
|
37.6K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
7.12KNew |
$490K - $542K
|
7.12K
$542K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$252K - $279K
|
3.67K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$788K - $872K
|
11.5K
$871K
|
|
|
Oct 30, 2023
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
43.6KNew |
$3M - $3.32M
|
43.6K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-163- 84.02% |
$11.2K - $12.4K
|
31
$2.36K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 5.41% |
$688 - $761
|
195
$14.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.34K- 21.93% |
$92.1K - $102K
|
4.76K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
123New |
$8.46K - $9.36K
|
123
$9.35K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.22K+ 18.31% |
$84.1K - $93K
|
7.9K
$600K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-231- 0.53% |
$15.9K - $17.6K
|
43.5K
$3.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.09K+ 62.61% |
$144K - $159K
|
5.42K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
259New |
$17.8K - $19.7K
|
259
$19.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.2K- 68.05% |
$839K - $928K
|
5.72K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
96+ 8.51% |
$6.6K - $7.31K
|
1.22K
$93.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
744+ 1.27% |
$51.2K - $56.6K
|
59.2K
$4.5M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 24.72% |
$193K - $214K
|
8.55K
$650K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 3.09% |
$6.4K - $7.08K
|
2.91K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
686New |
$47.2K - $52.2K
|
686
$52.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-987- 14.95% |
$67.9K - $75.1K
|
5.62K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19+ 0.3% |
$1.31K - $1.45K
|
6.27K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
367New |
$25.2K - $27.9K
|
367
$27.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
580+ 19.29% |
$39.9K - $44.1K
|
3.59K
$273K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
57.6KNew |
$3.96M - $4.38M
|
57.6K
$4.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-129K- 94.37% |
$8.89M - $9.83M
|
7.71K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-933- 23.08% |
$64.2K - $71K
|
3.11K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 39.51% |
$142K - $157K
|
3.16K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.58K- 27.36% |
$108K - $120K
|
4.19K
$318K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-924- 54.1% |
$63.6K - $70.3K
|
784
$59.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$2.68K - $2.97K
|
39
$2.97K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.23% |
$14.8K - $16.4K
|
4.87K
$370K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.47% |
$1.38K - $1.52K
|
4.24K
$322K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-3.45K- 12.4% |
$237K - $262K
|
24.4K
$1.85M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-227- 5.81% |
$15.6K - $17.3K
|
3.68K
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
51New |
$3.51K - $3.88K
|
51
$3.88K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 24.88% |
$88.6K - $98K
|
3.89K
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-33.2K- 91.19% |
$2.28M - $2.53M
|
3.21K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
403+ 12.95% |
$27.7K - $30.7K
|
3.52K
$267K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26.6K+ 57895.65% |
$1.93M - $2.06M
|
26.7K
$2.03M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$664K - $709K
|
9.15K
$695K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.6KNew |
$3.38M - $3.61M
|
46.6K
$3.54M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-100- 2.69% |
$7.26K - $7.75K
|
3.62K
$275K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$1.6K - $1.71K
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$739K - $789K
|
10.2K
$774K
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
5.9KNew |
$428K - $457K
|
5.9K
$449K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-343K- 51.98% |
$24.9M - $26.6M
|
317K
$24.1M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.48K- 83.89% |
$108K - $115K
|
285
$21.7K
|
|