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 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
897+ 1.67% |
$65.6K - $70.3K
|
54.5K
$4.15M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
880New |
$64.3K - $69K
|
880
$66.9K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
872+ 0.94% |
$63.7K - $68.4K
|
93.9K
$7.14M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
871+ 0.82% |
$63.7K - $68.3K
|
108K
$8.18M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
829+ 22.78% |
$60.6K - $65K
|
4.47K
$340K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
825+ 6.89% |
$60.3K - $64.7K
|
12.8K
$974K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
821+ 1.31% |
$60K - $64.4K
|
63.4K
$4.82M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
809+ 12.63% |
$59.1K - $63.4K
|
7.21K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
806+ 3.84% |
$58.9K - $63.2K
|
21.8K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
802+ 9.32% |
$58.6K - $62.9K
|
9.41K
$715K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
798+ 15.45% |
$58.3K - $62.6K
|
5.96K
$454K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
784+ 23.26% |
$57.3K - $61.5K
|
4.15K
$316K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
781+ 9.13% |
$57.1K - $61.2K
|
9.34K
$710K
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
772+ 2.47% |
$56.4K - $60.5K
|
32K
$2.44M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
772+ 4.59% |
$56.4K - $60.5K
|
17.6K
$1.34M
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
768+ 1.99% |
$56.1K - $60.2K
|
39.3K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
762+ 21.39% |
$55.7K - $59.7K
|
4.33K
$329K
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
761+ 24.2% |
$55.6K - $59.7K
|
3.91K
$297K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
760+ 128.16% |
$55.5K - $59.6K
|
1.35K
$103K
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
753+ 3.69% |
$55K - $59K
|
21.2K
$1.61M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
742+ 25.03% |
$54.2K - $58.2K
|
3.71K
$282K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
731+ 24.54% |
$53.4K - $57.3K
|
3.71K
$282K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
724+ 3.27% |
$52.9K - $56.8K
|
22.8K
$1.74M
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
720+ 25.29% |
$52.6K - $56.4K
|
3.57K
$271K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
711+ 254.84% |
$52K - $55.7K
|
990
$75.3K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
701+ 11.11% |
$51.2K - $55K
|
7.01K
$533K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
692+ 13.93% |
$50.6K - $54.3K
|
5.66K
$430K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
691+ 1.07% |
$50.5K - $54.2K
|
65.4K
$4.98M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
654+ 1.03% |
$47.8K - $51.3K
|
64.1K
$4.87M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
651+ 2.23% |
$47.6K - $51K
|
29.9K
$2.27M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
640+ 18.05% |
$46.8K - $50.2K
|
4.19K
$318K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
626+ 1.75% |
$45.7K - $49.1K
|
36.3K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
612+ 22.54% |
$44.7K - $48K
|
3.33K
$253K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
589+ 0.31% |
$43K - $46.2K
|
191K
$14.5M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
586+ 3.53% |
$42.8K - $45.9K
|
17.2K
$1.31M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
576+ 91.87% |
$42.1K - $45.2K
|
1.2K
$91.5K
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
571+ 3.32% |
$41.7K - $44.8K
|
17.8K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
550+ 9.45% |
$40.2K - $43.1K
|
6.37K
$484K
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
544+ 1.31% |
$39.8K - $42.6K
|
42.1K
$3.2M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
543+ 1.83% |
$39.7K - $42.6K
|
30.2K
$2.3M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
543+ 7.22% |
$39.7K - $42.6K
|
8.06K
$613K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
537+ 3.42% |
$39.2K - $42.1K
|
16.3K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
536New |
$39.2K - $42K
|
536
$40.8K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
528+ 6.03% |
$38.6K - $41.4K
|
9.28K
$706K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
519+ 120.7% |
$37.9K - $40.7K
|
949
$72.2K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
511+ 5.79% |
$37.3K - $40.1K
|
9.34K
$711K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
499+ 2.61% |
$36.5K - $39.1K
|
19.7K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
496+ 0.43% |
$36.2K - $38.9K
|
117K
$8.87M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
496+ 25.18% |
$36.2K - $38.9K
|
2.47K
$188K
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
494+ 2.16% |
$36.1K - $38.7K
|
23.4K
$1.78M
|