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 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
3.6K+ 50.89% |
$263K - $282K
|
10.7K
$812K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.51KNew |
$256K - $275K
|
3.51K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.47KNew |
$254K - $272K
|
3.47K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.33K+ 26.24% |
$243K - $261K
|
16K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.27K+ 3.64% |
$239K - $256K
|
93K
$7.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.22K+ 11.05% |
$235K - $252K
|
32.4K
$2.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.2K+ 0.77% |
$234K - $251K
|
420K
$31.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.18KNew |
$233K - $250K
|
3.18K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.16K+ 26.43% |
$231K - $248K
|
15.1K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.13K+ 17.77% |
$229K - $246K
|
20.8K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.13KNew |
$229K - $245K
|
3.13K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.12K+ 76.3% |
$228K - $245K
|
7.21K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.11KNew |
$227K - $244K
|
3.11K
$236K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.09K+ 32.63% |
$226K - $243K
|
12.6K
$956K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.09KNew |
$226K - $242K
|
3.09K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3KNew |
$219K - $235K
|
3K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.95K+ 4.62% |
$215K - $231K
|
66.7K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.91KNew |
$213K - $228K
|
2.91K
$221K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.85K+ 21.35% |
$208K - $224K
|
16.2K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.83K+ 11.57% |
$207K - $222K
|
27.3K
$2.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.82K+ 7.43% |
$206K - $221K
|
40.8K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.81KNew |
$205K - $220K
|
2.81K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.8K+ 5.04% |
$204K - $219K
|
58.3K
$4.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.8KNew |
$204K - $219K
|
2.8K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.79K+ 84.29% |
$204K - $219K
|
6.1K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.77KNew |
$203K - $217K
|
2.77K
$211K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.77K+ 9.52% |
$203K - $217K
|
31.9K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.76KNew |
$202K - $217K
|
2.76K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.76KNew |
$202K - $217K
|
2.76K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.75K+ 6.55% |
$201K - $216K
|
44.8K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.75KNew |
$201K - $216K
|
2.75K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.7K+ 8.57% |
$197K - $212K
|
34.2K
$2.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.7K+ 3.11% |
$197K - $211K
|
89.5K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.65K+ 8.27% |
$194K - $208K
|
34.7K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.63KNew |
$192K - $206K
|
2.63K
$200K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.5K+ 20.31% |
$183K - $196K
|
14.8K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.46K+ 1.22% |
$180K - $193K
|
204K
$15.5M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.46K+ 1.22% |
$180K - $193K
|
204K
$15.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
2.46K+ 2.62% |
$179K - $193K
|
96.2K
$7.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.4KNew |
$175K - $188K
|
2.4K
$182K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 21.37% |
$165K - $177K
|
12.8K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.22K+ 67.6% |
$162K - $174K
|
5.49K
$418K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.2K+ 6.95% |
$161K - $172K
|
33.8K
$2.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.16KNew |
$158K - $170K
|
2.16K
$165K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 64.43% |
$156K - $168K
|
5.46K
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.13K+ 4.7% |
$156K - $167K
|
47.5K
$3.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2K+ 1.32% |
$146K - $157K
|
153K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2K+ 40.75% |
$146K - $157K
|
6.91K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2K+ 18.15% |
$146K - $157K
|
13K
$990K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.99K+ 8.94% |
$146K - $156K
|
24.3K
$1.85M
|