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 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
489+ 9.5% |
$35.7K - $38.3K
|
5.64K
$429K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
474+ 9.73% |
$34.6K - $37.2K
|
5.35K
$407K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
471New |
$34.4K - $36.9K
|
471
$35.8K
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
470+ 10.67% |
$34.3K - $36.8K
|
4.87K
$371K
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
456+ 9.95% |
$33.3K - $35.8K
|
5.04K
$383K
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
434+ 1.72% |
$31.7K - $34K
|
25.6K
$1.95M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
427New |
$31.2K - $33.5K
|
427
$32.5K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
411+ 9.52% |
$30K - $32.2K
|
4.73K
$359K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
402+ 8.37% |
$29.4K - $31.5K
|
5.21K
$396K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
387New |
$28.3K - $30.3K
|
387
$29.4K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
384+ 4.18% |
$28.1K - $30.1K
|
9.57K
$728K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
342+ 32.45% |
$25K - $26.8K
|
1.4K
$106K
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
333+ 2.15% |
$24.3K - $26.1K
|
15.8K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
332+ 0.86% |
$24.3K - $26K
|
38.9K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
326+ 1.94% |
$23.8K - $25.6K
|
17.1K
$1.3M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
322+ 11.12% |
$23.5K - $25.2K
|
3.22K
$245K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
308+ 481.25% |
$22.5K - $24.1K
|
372
$28.3K
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
306+ 0.53% |
$22.4K - $24K
|
58.5K
$4.44M
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
300+ 0.68% |
$21.9K - $23.5K
|
44.6K
$3.39M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
296+ 89.7% |
$21.6K - $23.2K
|
626
$47.6K
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
288+ 1.6% |
$21K - $22.6K
|
18.3K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
279+ 0.31% |
$20.4K - $21.9K
|
89.3K
$6.79M
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
271+ 0.86% |
$19.8K - $21.2K
|
31.8K
$2.41M
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
257+ 8.23% |
$18.8K - $20.1K
|
3.38K
$257K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
255+ 1.38% |
$18.6K - $20K
|
18.7K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
253+ 0.58% |
$18.5K - $19.8K
|
44.1K
$3.35M
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
252+ 7.53% |
$18.4K - $19.8K
|
3.6K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
247+ 3.39% |
$18.1K - $19.4K
|
7.54K
$573K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
245New |
$17.9K - $19.2K
|
245
$18.6K
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
243+ 1.41% |
$17.8K - $19.1K
|
17.5K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
240+ 0.04% |
$17.5K - $18.8K
|
553K
$42.1M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
237+ 1.39% |
$17.3K - $18.6K
|
17.3K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
237+ 0.68% |
$17.3K - $18.6K
|
35K
$2.66M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
232+ 2.97% |
$17K - $18.2K
|
8.04K
$611K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
227+ 4.54% |
$16.6K - $17.8K
|
5.23K
$398K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
224+ 0.64% |
$16.4K - $17.6K
|
35.4K
$2.69M
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
224+ 3.64% |
$16.4K - $17.6K
|
6.37K
$485K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
221+ 2.09% |
$16.2K - $17.3K
|
10.8K
$820K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
213New |
$15.6K - $16.7K
|
213
$16.2K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
204+ 1.39% |
$14.9K - $16K
|
14.9K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
204+ 2.66% |
$14.9K - $16K
|
7.88K
$599K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
201+ 6.53% |
$14.7K - $15.8K
|
3.28K
$249K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
192+ 3.42% |
$14K - $15.1K
|
5.81K
$442K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
191+ 2.39% |
$14K - $15K
|
8.2K
$623K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
188+ 14.4% |
$13.7K - $14.7K
|
1.49K
$114K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
184+ 400.0% |
$13.4K - $14.4K
|
230
$17.5K
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
178+ 3.2% |
$13K - $14K
|
5.74K
$436K
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
176+ 3.89% |
$12.9K - $13.8K
|
4.7K
$357K
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
175+ 1.0% |
$12.8K - $13.7K
|
17.7K
$1.35M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
165+ 2.15% |
$12.1K - $12.9K
|
7.85K
$597K
|