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 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.3K+ 6.33% |
$607K - $651K
|
139K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.15K+ 6.81% |
$596K - $639K
|
128K
$9.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.04K+ 11.32% |
$587K - $630K
|
79.1K
$6.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.67K+ 14.88% |
$560K - $601K
|
59.2K
$4.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.52K+ 52.46% |
$550K - $590K
|
21.9K
$1.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 59.0% |
$547K - $587K
|
20.2K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
7.43KNew |
$543K - $582K
|
7.43K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.39K+ 25.11% |
$540K - $579K
|
36.8K
$2.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.38K+ 0.26% |
$539K - $579K
|
2.86M
$218M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.91K+ 11.63% |
$505K - $542K
|
66.4K
$5.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.5KNew |
$475K - $510K
|
6.5K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.46K+ 40.12% |
$472K - $507K
|
22.6K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.43K+ 22.6% |
$470K - $504K
|
34.9K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.35K+ 28.32% |
$464K - $498K
|
28.8K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.3K+ 20.02% |
$460K - $494K
|
37.8K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
6.01K+ 23.1% |
$439K - $471K
|
32K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
5.91KNew |
$432K - $463K
|
5.91K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.82KNew |
$425K - $456K
|
5.82K
$443K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.77K+ 4.69% |
$422K - $453K
|
129K
$9.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.69KNew |
$416K - $446K
|
5.69K
$433K
|
|
|
Aug 02, 2024
Q2 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
5.67K+ 48.63% |
$415K - $445K
|
17.3K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.63K+ 55.97% |
$412K - $441K
|
15.7K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.53KNew |
$404K - $434K
|
5.53K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.5K+ 170.61% |
$402K - $432K
|
8.73K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.41K+ 16.22% |
$395K - $424K
|
38.8K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.19K+ 6.21% |
$379K - $407K
|
88.7K
$6.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.07K+ 43.23% |
$370K - $397K
|
16.8K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4.96K+ 3.61% |
$363K - $389K
|
142K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4.94K+ 2.89% |
$361K - $387K
|
176K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.94K+ 30.24% |
$361K - $387K
|
21.3K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.91K+ 1682.19% |
$359K - $385K
|
5.2K
$396K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.74KNew |
$346K - $371K
|
4.74K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.67KNew |
$341K - $366K
|
4.67K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.57K+ 122.64% |
$334K - $358K
|
8.29K
$630K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.56K+ 11.68% |
$333K - $358K
|
43.6K
$3.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.55K+ 5.14% |
$333K - $357K
|
93.1K
$7.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.47K+ 115.37% |
$326K - $350K
|
8.34K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.42K+ 22.07% |
$323K - $347K
|
24.5K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.38KNew |
$320K - $344K
|
4.38K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.36K+ 1.43% |
$318K - $341K
|
308K
$23.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.34K+ 60.93% |
$317K - $340K
|
11.5K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.29K+ 1.17% |
$314K - $336K
|
372K
$28.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.15K+ 18.92% |
$303K - $325K
|
26.1K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
4.09KNew |
$299K - $321K
|
4.09K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.05K+ 21.61% |
$296K - $318K
|
22.8K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.92KNew |
$286K - $307K
|
3.92K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.92K+ 139.52% |
$286K - $307K
|
6.72K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.86K+ 1.02% |
$282K - $303K
|
384K
$29.2M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.73K+ 41.85% |
$273K - $292K
|
12.6K
$961K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.72K+ 10.61% |
$272K - $292K
|
38.8K
$2.95M
|