Latest Institutional Sells of Consumer Staples Sector Spdr (XLP)
This list provides information on the latest institutional transactions involving Consumer Staples Sector Spdr (XLP) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-217- 3.86% |
$15.5K - $16.6K
|
5.41K
$411K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-200- 4.78% |
$14.3K - $15.3K
|
3.98K
$303K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-190- 48.72% |
$13.6K - $14.5K
|
200
$15.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-56- 7.41% |
$4.01K - $4.28K
|
700
$53.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10- 0.34% |
$716 - $764
|
2.97K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 5.0% |
$143 - $153
|
38
$2.89K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-202K- 94.56% |
$13.4M - $14.6M
|
11.6K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-172K- 89.35% |
$11.4M - $12.4M
|
20.5K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-136K- 96.14% |
$8.99M - $9.82M
|
5.46K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.8K- 74.9% |
$1.18M - $1.29M
|
5.97K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.5K- 24.09% |
$698K - $762K
|
33.2K
$2.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.02K- 41.86% |
$200K - $218K
|
4.2K
$319K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.46K- 32.59% |
$163K - $178K
|
5.08K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.32K- 35.61% |
$153K - $168K
|
4.19K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.02K- 32.52% |
$134K - $146K
|
4.19K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-966- 8.01% |
$64K - $69.8K
|
11.1K
$844K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-865- 4.08% |
$57.3K - $62.5K
|
20.3K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-836- 13.22% |
$55.4K - $60.4K
|
5.49K
$417K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-836- 3.42% |
$55.4K - $60.4K
|
23.6K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-803- 32.55% |
$53.2K - $58.1K
|
1.66K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-706- 18.49% |
$46.8K - $51K
|
3.11K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-524- 4.07% |
$34.7K - $37.9K
|
12.3K
$939K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-281- 9.1% |
$18.6K - $20.3K
|
2.81K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-163- 4.49% |
$10.8K - $11.8K
|
3.47K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-158- 5.21% |
$10.5K - $11.4K
|
2.88K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 15.0% |
$9.93K - $10.8K
|
850
$64.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-147- 62.03% |
$9.73K - $10.6K
|
90
$6.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.64% |
$6.62K - $7.23K
|
840
$63.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-67- 1.63% |
$4.44K - $4.84K
|
4.05K
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-22- 2.73% |
$1.46K - $1.59K
|
783
$59.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-8- 0.05% |
$530 - $578
|
16.2K
$1.23M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-409KClosed |
$28.2M - $31.1M
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-129K- 94.37% |
$8.89M - $9.83M
|
7.71K
$586K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.9K- 14.3% |
$2.74M - $3.03M
|
239K
$18.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-33.2K- 91.19% |
$2.28M - $2.53M
|
3.21K
$244K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.2K- 68.05% |
$839K - $928K
|
5.72K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.66K- 89.15% |
$458K - $507K
|
810
$61.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.55K- 41.96% |
$381K - $422K
|
7.67K
$583K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-4.54K- 21.49% |
$312K - $345K
|
16.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-4.15K- 12.9% |
$286K - $316K
|
28K
$2.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-3.45K- 12.4% |
$237K - $262K
|
24.4K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.05K- 8.45% |
$210K - $232K
|
33.1K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 24.72% |
$193K - $214K
|
8.55K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.44K- 2.21% |
$168K - $186K
|
108K
$8.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 39.51% |
$142K - $157K
|
3.16K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.58K- 27.36% |
$108K - $120K
|
4.19K
$318K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.34K- 21.93% |
$92.1K - $102K
|
4.76K
$362K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 24.88% |
$88.6K - $98K
|
3.89K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-987- 14.95% |
$67.9K - $75.1K
|
5.62K
$427K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-943- 2.55% |
$64.9K - $71.8K
|
36.1K
$2.74M
|
|