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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-263- 8.52% |
$19.1K - $20.4K
|
2.83K
$215K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-81.1K- 65.76% |
$5.89M - $6.29M
|
42.2K
$3.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
16.1KNew |
$1.17M - $1.25M
|
16.1K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
68New |
$4.94K - $5.27K
|
68
$5.17K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
30+ 8.29% |
$2.18K - $2.33K
|
392
$29.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.59KNew |
$115K - $123K
|
1.59K
$121K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
687+ 4.08% |
$49.9K - $53.2K
|
17.5K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-61.6K- 99.5% |
$4.47M - $4.77M
|
310
$23.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-15- 4.89% |
$1.09K - $1.16K
|
292
$22.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.44KNew |
$395K - $422K
|
5.44K
$414K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$242K - $258K
|
3.33K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.18K- 11.49% |
$85.3K - $91.1K
|
9.05K
$688K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
84.4KNew |
$6.12M - $6.54M
|
84.4K
$6.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$730K - $780K
|
10.1K
$765K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
927+ 4.36% |
$67.3K - $71.8K
|
22.2K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
41.4KNew |
$3M - $3.21M
|
41.4K
$3.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.01% |
$4.79K - $5.12K
|
6.62K
$503K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.15K+ 8.86% |
$156K - $166K
|
26.4K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
595+ 8.24% |
$43.2K - $46.1K
|
7.81K
$594K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.82KNew |
$495K - $528K
|
6.82K
$518K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
200+ 1.01% |
$14.5K - $15.5K
|
20K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.42K- 28.11% |
$176K - $187K
|
6.19K
$470K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$21.8K - $23.3K
|
300
$22.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-235- 87.69% |
$17.1K - $18.2K
|
33
$2.51K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$72.6 - $77.5
|
156
$11.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-24.6K- 88.76% |
$1.79M - $1.91M
|
3.12K
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.13K+ 3.06% |
$155K - $165K
|
71.9K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-514- 8.33% |
$37.3K - $39.8K
|
5.66K
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
20+ 0.71% |
$1.45K - $1.55K
|
2.84K
$216K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 8.33% |
$1.81K - $1.94K
|
275
$20.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
24+ 0.72% |
$1.74K - $1.86K
|
3.35K
$255K
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
112KNew |
$7.97M - $8.5M
|
112K
$8.53M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.66KClosed |
$260K - $277K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.2KClosed |
$85.3K - $90.9K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.72KClosed |
$264K - $282K
|
0
$0
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 100.0% |
$3.56K - $3.79K
|
100
$7.6K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.91K- 39.07% |
$136K - $145K
|
2.99K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35New |
$2.49K - $2.65K
|
35
$2.66K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9K+ 92.14% |
$849K - $905K
|
24.9K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-305- 9.42% |
$21.7K - $23.1K
|
2.93K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-678- 1.99% |
$48.2K - $51.4K
|
33.4K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
PUT |
-3MClosed |
$213M - $227M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
69.9KNew |
$4.97M - $5.3M
|
69.9K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-255- 53.13% |
$18.1K - $19.3K
|
225
$17.1K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 34.36% |
$7.11K - $7.58K
|
191
$14.5K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-543- 37.92% |
$38.6K - $41.1K
|
889
$67.6K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-451Closed |
$32.1K - $34.2K
|
0
$0
|
|