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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.14K- 9.0% |
$83.5K - $89.6K
|
11.6K
$878K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.16K- 3.8% |
$85K - $91.2K
|
29.4K
$2.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.17K- 6.9% |
$85.5K - $91.7K
|
15.8K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 3.8% |
$85.9K - $92.1K
|
29.7K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.18K- 0.73% |
$86.1K - $92.4K
|
160K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.18K- 3.87% |
$86.5K - $92.8K
|
29.4K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.21K- 13.17% |
$88.4K - $94.8K
|
7.97K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.21K- 3.04% |
$88.6K - $95K
|
38.7K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.22K- 9.91% |
$89.2K - $95.7K
|
11.1K
$844K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.26K- 2.7% |
$92.1K - $98.8K
|
45.4K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.3K- 3.39% |
$95.3K - $102K
|
37.1K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.35K- 7.61% |
$98.7K - $106K
|
16.4K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.37K- 6.49% |
$100K - $108K
|
19.8K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 4.56% |
$101K - $108K
|
28.9K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.43K- 14.01% |
$104K - $112K
|
8.75K
$665K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.45K- 15.77% |
$106K - $114K
|
7.74K
$589K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.49K- 16.43% |
$109K - $117K
|
7.6K
$578K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5K- 6.22% |
$110K - $118K
|
22.6K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.51K- 4.25% |
$110K - $119K
|
34K
$2.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.52K- 24.74% |
$111K - $119K
|
4.62K
$351K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 11.82% |
$119K - $128K
|
12.2K
$925K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.67K- 4.32% |
$122K - $131K
|
37.1K
$2.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.68K- 97.27% |
$122K - $131K
|
47
$3.57K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 6.94% |
$124K - $133K
|
22.7K
$1.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.73K- 39.4% |
$126K - $135K
|
2.66K
$202K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.74K- 3.14% |
$127K - $137K
|
53.7K
$4.08M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.75K- 30.94% |
$128K - $137K
|
3.9K
$297K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.8K- 3.08% |
$131K - $141K
|
56.6K
$4.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.8K- 27.94% |
$132K - $141K
|
4.64K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.82K- 3.32% |
$133K - $142K
|
52.8K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 10.69% |
$134K - $143K
|
15.3K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.85K- 12.52% |
$135K - $145K
|
12.9K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.87K- 14.44% |
$136K - $146K
|
11.1K
$840K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.88K- 22.61% |
$137K - $147K
|
6.42K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.89K- 14.11% |
$138K - $148K
|
11.5K
$875K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.9K- 3.17% |
$139K - $149K
|
58.1K
$4.42M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.94K- 18.37% |
$142K - $152K
|
8.61K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.96K- 7.76% |
$143K - $153K
|
23.2K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.99K- 6.35% |
$145K - $156K
|
29.3K
$2.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2K- 36.74% |
$146K - $157K
|
3.45K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.06K- 4.22% |
$150K - $161K
|
46.6K
$3.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.08K- 30.78% |
$152K - $163K
|
4.67K
$355K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.13K- 15.52% |
$155K - $167K
|
11.6K
$881K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.21K- 18.62% |
$161K - $173K
|
9.64K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.24K- 4.59% |
$163K - $175K
|
46.4K
$3.53M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.24K- 13.87% |
$164K - $176K
|
13.9K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.42K- 3.9% |
$177K - $190K
|
59.7K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.45K- 5.77% |
$179K - $192K
|
40K
$3.04M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.47K- 1.79% |
$180K - $193K
|
135K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.5K- 34.01% |
$182K - $196K
|
4.85K
$368K
|