Purchases and Sales Made in Q3 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 2024. The information is specifically focused on institutions that hold shares of CONSUMER STAPLES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 0.52% |
$6.01K - $6.01K
|
15.2K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
77+ 10.77% |
$5.86K - $5.86K
|
792
$60.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
75+ 0.37% |
$5.7K - $5.7K
|
20.2K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
75+ 0.79% |
$5.7K - $5.7K
|
9.54K
$725K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
75+ 1.19% |
$5.7K - $5.7K
|
6.4K
$487K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 4.38% |
$5.63K - $5.63K
|
1.76K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
69+ 0.19% |
$5.25K - $5.25K
|
35.9K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
63+ 2.26% |
$4.79K - $4.79K
|
2.85K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
62New |
$4.71K - $4.71K
|
62
$4.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62New |
$4.71K - $4.71K
|
62
$4.71K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
61+ 1.33% |
$4.64K - $4.64K
|
4.66K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
57+ 0.15% |
$4.33K - $4.33K
|
37.2K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
56+ 0.32% |
$4.26K - $4.26K
|
17.8K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
53+ 1.43% |
$4.03K - $4.03K
|
3.75K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
51+ 0.31% |
$3.88K - $3.88K
|
16.3K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
49+ 0.19% |
$3.73K - $3.73K
|
26.5K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
47+ 1.57% |
$3.57K - $3.57K
|
3.05K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
46New |
$3.5K - $3.5K
|
46
$3.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
45+ 0.5% |
$3.42K - $3.42K
|
9.04K
$687K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44+ 14.29% |
$3.35K - $3.35K
|
352
$26.8K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
43+ 1.41% |
$3.27K - $3.27K
|
3.1K
$236K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.12K - $3.12K
|
41
$3.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
38New |
$2.89K - $2.89K
|
38
$2.89K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
37+ 1.21% |
$2.81K - $2.81K
|
3.08K
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 0.31% |
$2.59K - $2.59K
|
10.9K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
34+ 1.17% |
$2.59K - $2.59K
|
2.95K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
34+ 1.13% |
$2.59K - $2.59K
|
3.04K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.34% |
$2.43K - $2.43K
|
9.41K
$715K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.52% |
$2.36K - $2.36K
|
5.96K
$453K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 4.65% |
$2.28K - $2.28K
|
675
$51.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 10.83% |
$2.28K - $2.28K
|
307
$23.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 3.33% |
$2.28K - $2.28K
|
930
$70.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
30+ 0.04% |
$2.28K - $2.28K
|
67K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
29+ 0.44% |
$2.21K - $2.21K
|
6.69K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25+ 0.85% |
$1.9K - $1.9K
|
2.96K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
24+ 0.32% |
$1.82K - $1.82K
|
7.61K
$579K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24+ 0.36% |
$1.82K - $1.82K
|
6.64K
$505K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 0.5% |
$1.75K - $1.75K
|
4.6K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 383.33% |
$1.75K - $1.75K
|
29
$2.21K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23New |
$1.75K - $1.75K
|
23
$1.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
21+ 0.3% |
$1.6K - $1.6K
|
7.11K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
21+ 1.75% |
$1.6K - $1.6K
|
1.22K
$92.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
20+ 0.21% |
$1.52K - $1.52K
|
9.33K
$710K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
18+ 1.11% |
$1.37K - $1.37K
|
1.64K
$125K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
17+ 0.16% |
$1.29K - $1.29K
|
10.9K
$832K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
17+ 0.48% |
$1.29K - $1.29K
|
3.58K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
17+ 0.51% |
$1.29K - $1.29K
|
3.36K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15+ 0.1% |
$1.14K - $1.14K
|
15.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14+ 0.44% |
$1.06K - $1.06K
|
3.23K
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
14+ 0.41% |
$1.06K - $1.06K
|
3.46K
$263K
|