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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
183+ 1.34% |
$13.1K - $14.1K
|
13.8K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
11.3K+ 83.36% |
$811K - $875K
|
24.9K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-667- 8.37% |
$47.7K - $51.5K
|
7.31K
$555K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.2KNew |
$300K - $324K
|
4.2K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-400- 10.59% |
$28.6K - $30.9K
|
3.38K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15+ 0.38% |
$1.07K - $1.16K
|
3.94K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
371+ 5.91% |
$26.5K - $28.6K
|
6.64K
$505K
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.37K- 19.81% |
$169K - $183K
|
9.59K
$729K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.13K- 12.31% |
$80.5K - $86.8K
|
8.01K
$609K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.7KNew |
$193K - $208K
|
2.7K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
156New |
$11.2K - $12K
|
156
$11.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.48K+ 105.57% |
$392K - $423K
|
10.7K
$811K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-7.33K- 5.93% |
$524K - $566K
|
116K
$8.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
110KNew |
$7.85M - $8.47M
|
110K
$8.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
101New |
$7.22K - $7.8K
|
101
$7.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.56K+ 16.66% |
$397K - $429K
|
38.9K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.32KNew |
$238K - $257K
|
3.32K
$253K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.13KNew |
$80.8K - $87.2K
|
1.13K
$85.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
381+ 1.54% |
$27.3K - $29.4K
|
25.2K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-97- 1.75% |
$6.94K - $7.49K
|
5.43K
$413K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-191- 45.15% |
$13.7K - $14.7K
|
232
$17.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
647New |
$46.3K - $49.9K
|
647
$49.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.2KNew |
$301K - $324K
|
4.2K
$320K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$2.4M - $2.59M
|
33.6K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
901+ 8.66% |
$64.4K - $69.5K
|
11.3K
$860K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 1.27% |
$1.5K - $1.62K
|
1.63K
$124K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
723KNew |
$51.7M - $55.8M
|
723K
$55M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.92KNew |
$209K - $226K
|
2.92K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-300- 1.27% |
$21.5K - $23.2K
|
23.3K
$1.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$429 - $463
|
6
$456
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
38New |
$2.72K - $2.93K
|
38
$2.89K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
2.82KNew |
$202K - $218K
|
2.82K
$215K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.33K+ 7.12% |
$167K - $180K
|
35.1K
$2.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
6.79KNew |
$486K - $524K
|
6.79K
$517K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$5.36K - $5.79K
|
75
$5.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-148- 2.47% |
$10.6K - $11.4K
|
5.84K
$444K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.17KNew |
$226K - $244K
|
3.17K
$241K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
15New |
$1.07K - $1.16K
|
15
$1.14K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
745New |
$53.3K - $57.5K
|
745
$56.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.24K+ 2.02% |
$88.9K - $95.9K
|
62.9K
$4.78M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
420New |
$30K - $32.4K
|
420
$31.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.85K- 58.2% |
$275K - $297K
|
2.76K
$210K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.16KNew |
$83K - $89.5K
|
1.16K
$88.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12New |
$858 - $926
|
12
$912
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
13.2K+ 8.66% |
$945K - $1.02M
|
166K
$12.6M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.17K+ 9.25% |
$227K - $245K
|
37.5K
$2.85M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294Closed |
N/A
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.9K+ 71.48% |
N/A
|
4.55K
$346K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-21.9K- 48.69% |
N/A
|
23K
$1.75M
|
|