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 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.5K+ 26.05% |
$570K - $570K
|
36.3K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.16% |
$532 - $532
|
4.5K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
33.6K+ 50.63% |
$2.55M - $2.55M
|
100K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
30.4KNew |
$2.31M - $2.31M
|
30.4K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
370+ 0.83% |
$28.1K - $28.1K
|
44.9K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.18K- 0.85% |
$242K - $242K
|
369K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.32K- 27.57% |
$328K - $328K
|
11.3K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.42K+ 45.35% |
$108K - $108K
|
4.55K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.61K- 4.47% |
$199K - $199K
|
55.8K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.4K- 91.8% |
$259K - $259K
|
304
$23.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-294K- 98.37% |
$22.3M - $22.3M
|
4.87K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
41.7KNew |
$3.17M - $3.17M
|
41.7K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.2K- 5.69% |
$168K - $168K
|
36.5K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 6.15% |
$172K - $172K
|
39.1K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 34.76% |
$805K - $805K
|
19.9K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
148K+ 82.52% |
$11.2M - $11.2M
|
327K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
64.8KNew |
$4.93M - $4.93M
|
64.8K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.8KNew |
$213K - $213K
|
2.8K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18.5K+ 33.88% |
$1.41M - $1.41M
|
73K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.27K+ 12.14% |
$173K - $173K
|
21K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14+ 0.44% |
$1.06K - $1.06K
|
3.23K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.74K+ 21.62% |
$132K - $132K
|
9.78K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.05K+ 10.9% |
$308K - $308K
|
41.2K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
179New |
$13.6K - $13.6K
|
179
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 6.33% |
$319K - $319K
|
70.6K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-357- 5.69% |
$27.1K - $27.1K
|
5.92K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
252+ 7.0% |
$19.2K - $19.2K
|
3.85K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
14K+ 3.4% |
$1.07M - $1.07M
|
426K
$32.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.85K- 26.4% |
$141K - $141K
|
5.16K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-39- 0.84% |
$2.97K - $2.97K
|
4.58K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-46.6K- 4.84% |
$3.54M - $3.54M
|
916K
$69.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.21K- 4.73% |
$168K - $168K
|
44.4K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.49K+ 7.91% |
$646K - $646K
|
116K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
72.5KNew |
$5.51M - $5.51M
|
72.5K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
273+ 5.22% |
$20.8K - $20.8K
|
5.51K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-253- 0.15% |
$19.2K - $19.2K
|
172K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-487- 6.47% |
$37K - $37K
|
7.04K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 56.61% |
$1.17M - $1.17M
|
42.5K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-57.2K- 3.54% |
$4.35M - $4.35M
|
1.56M
$119M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-4.3K- 21.83% |
$327K - $327K
|
15.4K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$354K - $354K
|
4.66K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-598- 6.84% |
$45.5K - $45.5K
|
8.15K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
427+ 2.45% |
$32.5K - $32.5K
|
17.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 32.5% |
$316K - $316K
|
8.64K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-417- 8.91% |
$31.7K - $31.7K
|
4.26K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
581+ 74.2% |
$44.2K - $44.2K
|
1.36K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
183+ 3.0% |
$13.9K - $13.9K
|
6.28K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
42.7KNew |
$3.25M - $3.25M
|
42.7K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.3K+ 168.26% |
$4.59M - $4.59M
|
96.1K
$7.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
67.4K+ 76.74% |
$5.12M - $5.12M
|
155K
$11.8M
|