Purchases and Sales Made in Q2 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-615- 3.89% |
$44.9K - $48.2K
|
15.2K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-623- 0.89% |
$45.5K - $48.8K
|
69.3K
$5.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-646- 6.38% |
$47.2K - $50.6K
|
9.47K
$720K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-648- 7.84% |
$47.4K - $50.8K
|
7.62K
$579K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-659- 9.72% |
$48.2K - $51.7K
|
6.12K
$465K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-678- 2.08% |
$49.5K - $53.2K
|
31.9K
$2.43M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-691- 1.15% |
$50.5K - $54.2K
|
59.4K
$4.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-699- 13.19% |
$51.1K - $54.8K
|
4.6K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-704- 6.18% |
$51.4K - $55.2K
|
10.7K
$813K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-717- 65.84% |
$52.4K - $56.2K
|
372
$28.3K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-720- 0.78% |
$52.6K - $56.4K
|
91.8K
$6.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-721- 65.49% |
$52.7K - $56.5K
|
380
$28.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-722- 6.04% |
$52.8K - $56.6K
|
11.2K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-722- 24.54% |
$52.8K - $56.6K
|
2.22K
$169K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-729- 90.56% |
$53.3K - $57.2K
|
76
$5.78K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-740- 11.63% |
$54.1K - $58K
|
5.62K
$427K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-745- 1.62% |
$54.4K - $58.4K
|
45.3K
$3.45M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-755- 2.13% |
$55.2K - $59.2K
|
34.7K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-759- 8.01% |
$55.5K - $59.5K
|
8.72K
$663K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-765- 4.26% |
$55.9K - $60K
|
17.2K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-790- 3.13% |
$57.7K - $61.9K
|
24.5K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-795- 20.76% |
$58.1K - $62.3K
|
3.04K
$231K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-800- 10.86% |
$58.5K - $62.7K
|
6.56K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-815- 3.31% |
$59.6K - $63.9K
|
23.8K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-826- 1.84% |
$60.4K - $64.8K
|
44K
$3.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-835- 12.3% |
$61K - $65.5K
|
5.96K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-842- 5.41% |
$61.5K - $66K
|
14.7K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-879- 6.74% |
$64.2K - $68.9K
|
12.2K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-884- 4.2% |
$64.6K - $69.3K
|
20.1K
$1.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-892- 2.82% |
$65.2K - $69.9K
|
30.7K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-897- 1.2% |
$65.6K - $70.3K
|
73.9K
$5.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-918- 47.61% |
$67.1K - $72K
|
1.01K
$76.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-924- 2.77% |
$67.5K - $72.4K
|
32.4K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-933- 2.9% |
$68.2K - $73.1K
|
31.2K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-947- 2.8% |
$69.2K - $74.2K
|
32.8K
$2.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-960- 5.63% |
$70.2K - $75.3K
|
16.1K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-979- 7.44% |
$71.5K - $76.8K
|
12.2K
$927K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-985- 27.2% |
$72K - $77.2K
|
2.64K
$200K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 37.88% |
$73.1K - $78.4K
|
1.64K
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.01K- 3.71% |
$74K - $79.4K
|
26.3K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.05K- 5.03% |
$76.8K - $82.4K
|
19.8K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.06K- 6.97% |
$77.4K - $83K
|
14.1K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.08K- 3.41% |
$79.2K - $85K
|
30.7K
$2.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.09K- 4.64% |
$79.5K - $85.3K
|
22.3K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 29.37% |
$81.4K - $87.3K
|
2.68K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.12K- 4.18% |
$81.6K - $87.6K
|
25.6K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.13K- 13.57% |
$82.2K - $88.2K
|
7.17K
$545K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.13K- 13.1% |
$82.8K - $88.8K
|
7.52K
$572K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 3.08% |
$83.2K - $89.2K
|
35.8K
$2.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.14K- 11.12% |
$83.2K - $89.3K
|
9.11K
$692K
|