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
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.92K+ 0.49% |
$140K - $151K
|
394K
$30M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.89KNew |
$138K - $148K
|
1.89K
$144K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.85K+ 60.27% |
$135K - $145K
|
4.91K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 1.79% |
$123K - $132K
|
95.7K
$7.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.67K+ 4.04% |
$122K - $131K
|
42.9K
$3.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.65K+ 240.12% |
$121K - $130K
|
2.34K
$178K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.64K+ 1.49% |
$120K - $128K
|
111K
$8.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.63K+ 5.01% |
$119K - $128K
|
34.2K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.62K+ 0.88% |
$119K - $127K
|
185K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.57K+ 1.63% |
$115K - $123K
|
98.2K
$7.46M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.55KNew |
$113K - $122K
|
1.55K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.54K+ 3.26% |
$112K - $121K
|
48.7K
$3.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.53K+ 12.93% |
$111K - $120K
|
13.3K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.52K+ 1.91% |
$111K - $119K
|
81K
$6.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 8.66% |
$110K - $118K
|
18.9K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.45K+ 1.15% |
$106K - $113K
|
127K
$9.69M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.44K+ 8.37% |
$105K - $113K
|
18.6K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.4K+ 6.65% |
$102K - $110K
|
22.4K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.38K+ 3.98% |
$101K - $109K
|
36.1K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.37K+ 6.57% |
$100K - $107K
|
22.2K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.36K+ 12.17% |
$99.5K - $107K
|
12.5K
$954K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.33KNew |
$97.3K - $104K
|
1.33K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 4.44% |
$96.5K - $104K
|
31K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.31K+ 3.66% |
$95.7K - $103K
|
37.1K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26K+ 12.25% |
$92K - $98.7K
|
11.5K
$877K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.25K+ 6.1% |
$91.4K - $98.1K
|
21.8K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.21K+ 23.87% |
$88.6K - $95K
|
6.29K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.18K+ 28.81% |
$85.9K - $92.2K
|
5.26K
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.16K+ 4.85% |
$85.1K - $91.3K
|
25.1K
$1.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.15K+ 3.64% |
$83.7K - $89.8K
|
32.6K
$2.48M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.14KNew |
$83.1K - $89.1K
|
1.14K
$86.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.14K+ 0.69% |
$83K - $89.1K
|
165K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 2.34% |
$82.6K - $88.6K
|
49.4K
$3.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.12K+ 12.82% |
$81.8K - $87.7K
|
9.85K
$749K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 5.0% |
$80.6K - $86.5K
|
23.2K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.09K+ 37.09% |
$79.3K - $85.1K
|
4.01K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.06K+ 1.77% |
$77.5K - $83.2K
|
61.1K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.02KNew |
$74.8K - $80.2K
|
1.02K
$77.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
999New |
$73K - $78.3K
|
999
$76K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
991+ 150.15% |
$72.4K - $77.7K
|
1.65K
$126K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
990+ 29.26% |
$72.3K - $77.6K
|
4.37K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
988+ 0.75% |
$72.2K - $77.5K
|
132K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
984+ 1.26% |
$71.9K - $77.1K
|
78.9K
$6M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
960New |
$70.2K - $75.3K
|
960
$73K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
953+ 41.15% |
$69.6K - $74.7K
|
3.27K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
940+ 1.2% |
$68.7K - $73.7K
|
79.6K
$6.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
928+ 4.87% |
$67.8K - $72.8K
|
20K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
912+ 5.21% |
$66.6K - $71.5K
|
18.4K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
900+ 1.15% |
$65.8K - $70.6K
|
79K
$6.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
899+ 0.54% |
$65.7K - $70.5K
|
168K
$12.8M
|