Latest Institutional Purchases of Consumer Staples Sector Spdr (XLP)
This list provides information on the latest institutional transactions involving Consumer Staples Sector Spdr (XLP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.3K+ 1.72% |
$403K - $403K
|
314K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
5.24KNew |
$399K - $399K
|
5.24K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5KNew |
$380K - $380K
|
5K
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.83K+ 4.59% |
$367K - $367K
|
110K
$8.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.72KNew |
$359K - $359K
|
4.72K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$354K - $354K
|
4.66K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.58K+ 50.26% |
$348K - $348K
|
13.7K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.53KNew |
$344K - $344K
|
4.53K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.48K+ 101.59% |
$341K - $341K
|
8.89K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.37KNew |
$332K - $332K
|
4.37K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.37KNew |
$332K - $332K
|
4.37K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
4.23KNew |
$322K - $322K
|
4.23K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.22K+ 62.83% |
$321K - $321K
|
10.9K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 6.33% |
$319K - $319K
|
70.6K
$5.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.19KNew |
$318K - $318K
|
4.19K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.18K+ 31.4% |
$318K - $318K
|
17.5K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.15KNew |
$316K - $316K
|
4.15K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
4.1KNew |
$312K - $312K
|
4.1K
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.08K+ 102.03% |
$310K - $310K
|
8.08K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.05K+ 10.9% |
$308K - $308K
|
41.2K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.02K+ 6.14% |
$305K - $305K
|
69.5K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.01KNew |
$305K - $305K
|
4.01K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.94K+ 11.63% |
$300K - $300K
|
37.9K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 1147.63% |
$295K - $295K
|
4.22K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.84KNew |
$292K - $292K
|
3.84K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.81K+ 4.06% |
$290K - $290K
|
97.7K
$7.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.77KNew |
$286K - $286K
|
3.77K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.74K+ 15.28% |
$284K - $284K
|
28.2K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.71KNew |
$282K - $282K
|
3.71K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
3.66KNew |
$278K - $278K
|
3.66K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.59K+ 17.28% |
$273K - $273K
|
24.3K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 0.66% |
$270K - $270K
|
544K
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 60.76% |
$269K - $269K
|
9.36K
$711K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.45KNew |
$262K - $262K
|
3.45K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.41KNew |
$260K - $260K
|
3.41K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.4K+ 35.23% |
$258K - $258K
|
13K
$991K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.37KNew |
$256K - $256K
|
3.37K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$249K - $249K
|
3.28K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.19K+ 27.69% |
$242K - $242K
|
14.7K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.18KNew |
$242K - $242K
|
3.18K
$242K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.18K+ 8.58% |
$242K - $242K
|
40.2K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.14K+ 95.73% |
$239K - $239K
|
6.42K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.1K+ 17.76% |
$236K - $236K
|
20.6K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.1K+ 3.42% |
$235K - $235K
|
93.5K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.06KNew |
$233K - $233K
|
3.06K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.06K+ 9.53% |
$233K - $233K
|
35.2K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.05KNew |
$232K - $232K
|
3.05K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.01K+ 63.34% |
$229K - $229K
|
7.77K
$591K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3KNew |
$228K - $228K
|
3K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.95KNew |
$224K - $224K
|
2.95K
$224K
|