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 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.63K- 4.33% |
$192K - $206K
|
58.1K
$4.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.69K- 21.99% |
$197K - $211K
|
9.54K
$726K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.75K- 49.33% |
$201K - $216K
|
2.83K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 13.83% |
$201K - $216K
|
17.2K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.87K- 7.69% |
$210K - $225K
|
34.5K
$2.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.1K- 12.06% |
$227K - $243K
|
22.6K
$1.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.29K- 8.22% |
$240K - $258K
|
36.7K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.29K- 9.45% |
$240K - $258K
|
31.5K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.39K- 14.61% |
$247K - $265K
|
19.8K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.4K- 10.01% |
$248K - $266K
|
30.5K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.4K- 28.26% |
$248K - $267K
|
8.63K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.47K- 47.81% |
$254K - $272K
|
3.79K
$288K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.51K- 46.95% |
$256K - $275K
|
3.96K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.55K- 30.45% |
$259K - $278K
|
8.1K
$616K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.59K- 30.48% |
$262K - $281K
|
8.19K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.63K- 2.89% |
$265K - $284K
|
122K
$9.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.74K- 20.85% |
$273K - $293K
|
14.2K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.86K- 6.14% |
$282K - $302K
|
58.9K
$4.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.89K- 89.4% |
$284K - $305K
|
461
$35.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.97K- 4.21% |
$290K - $311K
|
90.4K
$6.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.97K- 3.38% |
$290K - $311K
|
113K
$8.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.15K- 18.19% |
$303K - $325K
|
18.7K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-4.28K- 16.87% |
$313K - $336K
|
21.1K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.56K- 3.44% |
$333K - $357K
|
128K
$9.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.72K- 7.76% |
$345K - $370K
|
56.1K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.03K- 3.0% |
$367K - $394K
|
162K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.06K- 5.99% |
$370K - $397K
|
79.5K
$6.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.14K- 26.47% |
$375K - $403K
|
14.3K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-5.14K- 29.33% |
$376K - $403K
|
12.4K
$942K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.45K- 35.08% |
$398K - $427K
|
10.1K
$767K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.6K- 3.53% |
$409K - $439K
|
153K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.93K- 32.43% |
$433K - $465K
|
12.3K
$939K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.03K- 3.36% |
$441K - $473K
|
173K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.05K- 60.21% |
$442K - $474K
|
4K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.38K- 8.58% |
$466K - $500K
|
68K
$5.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-6.61K- 9.94% |
$483K - $518K
|
59.9K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.68K- 3.6% |
$488K - $524K
|
179K
$13.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-6.78K- 65.67% |
$495K - $531K
|
3.54K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.79K- 19.68% |
$496K - $532K
|
27.7K
$2.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-7K- 28.31% |
$511K - $549K
|
17.7K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.04K- 42.35% |
$515K - $552K
|
9.59K
$729K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-7.44K- 7.24% |
$544K - $583K
|
95.3K
$7.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.63K- 7.29% |
$558K - $598K
|
97K
$7.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-7.71K- 6.55% |
$564K - $605K
|
110K
$8.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-8K- 40.2% |
$585K - $627K
|
11.9K
$905K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-8.1K- 35.18% |
$592K - $635K
|
14.9K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.36K- 66.63% |
$611K - $656K
|
4.19K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-8.45K- 12.23% |
$617K - $662K
|
60.6K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.69K- 5.93% |
$635K - $681K
|
138K
$10.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.2K- 43.48% |
$747K - $801K
|
13.3K
$1.01M
|