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 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
455+ 0.95% |
N/A
|
48.2K
$3.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-295- 69.41% |
N/A
|
130
$9.89K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$648K
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
253KNew |
N/A
|
253K
$19.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
809New |
N/A
|
809
$61.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
350+ 12.14% |
N/A
|
3.23K
$246K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.09% |
N/A
|
111K
$8.47M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-31- 1.05% |
N/A
|
2.91K
$222K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
189New |
N/A
|
189
$14.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
31New |
N/A
|
31
$2.36K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$98.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-199KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.9K+ 12.56% |
N/A
|
17K
$1.29M
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-9.03K- 87.9% |
N/A
|
1.24K
$94.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.21K+ 13.3% |
N/A
|
10.3K
$785K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$81K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-52.5K- 94.95% |
N/A
|
2.79K
$212K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$1.74M
|
|
|
Jul 12, 2022
Q2 2022
|
Sam Advisors, LLC
|
SELL
|
- |
-2.68K- 5.59% |
N/A
|
45.3K
$3.44M
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-117KClosed |
N/A
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.19KClosed |
N/A
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
32.1KNew |
N/A
|
32.1K
$2.44M
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
51.5KNew |
N/A
|
51.5K
$3.92M
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
N/A
|
100
$7.6K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
322KNew |
N/A
|
322K
$24.5M
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-47.4KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
67New |
N/A
|
67
$5.09K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
PUT |
-550KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-250KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-193KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-100KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Islet Management, LP
New York, NY |
SELL
|
PUT |
-500KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.79KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$357K
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-14.6KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Atika Capital Management LLC
New York, NY |
SELL
|
PUT |
-7KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500KClosed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
140KNew |
N/A
|
140K
$10.6M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.93KClosed |
N/A
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.91KClosed |
N/A
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|