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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.31KNew |
N/A
|
2.31K
$176K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
143K+ 2342.98% |
N/A
|
149K
$11.4M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
N/A
|
25
$1.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
42.2K+ 309.92% |
N/A
|
55.8K
$4.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
9.47K+ 116.49% |
N/A
|
17.6K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3New |
N/A
|
3
$228
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-540- 7.89% |
N/A
|
6.3K
$479K
|
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$741K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
61.1KNew |
N/A
|
61.1K
$4.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
61.1KNew |
N/A
|
61.1K
$4.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-71.2KClosed |
N/A
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
34.2KNew |
N/A
|
34.2K
$2.6M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.76KClosed |
N/A
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-41.5K- 57.3% |
N/A
|
30.9K
$2.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.24K- 22.28% |
N/A
|
4.33K
$329K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 9.54% |
N/A
|
20.7K
$1.57M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
54+ 31.21% |
N/A
|
227
$17.3K
|
|
| Q2 2022 | |||||||
|
Jan 30, 2025
Q2 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-8.93KClosed |
N/A
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
6.1K+ 11.32% |
N/A
|
60K
$4.56M
|
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-15.6K- 9.19% |
N/A
|
154K
$11.7M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-98- 2.38% |
N/A
|
4.02K
$305K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-146Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-653- 47.63% |
N/A
|
718
$54.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-4.03KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
64.9KNew |
N/A
|
64.9K
$4.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8.79KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-429Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.95KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-1.04M- 96.6% |
N/A
|
36.6K
$2.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-17.8KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$802K
|
|
|
Aug 15, 2022
Q2 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-6.73KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.98KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
8KNew |
N/A
|
8K
$608K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
1.26M+ 15296.37% |
N/A
|
1.27M
$96.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.64KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
112KNew |
N/A
|
112K
$8.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$375K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.62KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.78K+ 3.05% |
N/A
|
60K
$4.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.33KNew |
N/A
|
6.33K
$481K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-161Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$1.7M
|
|