Purchases and Sales Made in Q3 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.73K- 43.3% |
$208K - $208K
|
3.58K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.77K- 5.47% |
$210K - $210K
|
47.8K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.77K- 6.68% |
$211K - $211K
|
38.7K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.8K- 6.36% |
$213K - $213K
|
41.2K
$3.13M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.81KClosed |
$214K - $214K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.87K- 12.84% |
$218K - $218K
|
19.5K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.9K- 0.73% |
$220K - $220K
|
392K
$29.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.95K- 3.73% |
$224K - $224K
|
76K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-3.03K- 1.8% |
$231K - $231K
|
165K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.11K- 16.67% |
$236K - $236K
|
15.5K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.13K- 5.38% |
$238K - $238K
|
55.1K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.18K- 0.85% |
$242K - $242K
|
369K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.2K- 9.29% |
$243K - $243K
|
31.3K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-3.31K- 5.53% |
$252K - $252K
|
56.6K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.4K- 91.8% |
$259K - $259K
|
304
$23.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-3.48K- 0.63% |
$265K - $265K
|
550K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.67K- 35.48% |
$279K - $279K
|
6.66K
$507K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.85K- 22.18% |
$292K - $292K
|
13.5K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.07K- 5.73% |
$309K - $309K
|
66.9K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 32.5% |
$316K - $316K
|
8.64K
$657K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.18K- 7.18% |
$318K - $318K
|
54.1K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.32K- 27.57% |
$328K - $328K
|
11.3K
$862K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-4.52K- 4.24% |
$344K - $344K
|
102K
$7.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.75K- 1.8% |
$361K - $361K
|
259K
$19.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.06K- 9.68% |
$385K - $385K
|
47.2K
$3.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.17K- 2.98% |
$393K - $393K
|
168K
$12.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-5.17K- 2.93% |
$393K - $393K
|
171K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.31K- 4.17% |
$404K - $404K
|
122K
$9.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-5.5K- 17.2% |
$418K - $418K
|
26.5K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.51K- 17.94% |
$419K - $419K
|
25.2K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-5.86K- 23.94% |
$445K - $445K
|
18.6K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.31K- 48.49% |
$480K - $480K
|
6.71K
$510K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-6.41K- 36.19% |
$488K - $488K
|
11.3K
$860K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.54K- 50.77% |
$497K - $497K
|
6.34K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.72K- 26.26% |
$511K - $511K
|
18.9K
$1.43M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-7.12K- 67.38% |
$541K - $541K
|
3.45K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.33K- 9.93% |
$558K - $558K
|
66.5K
$5.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-7.38K- 8.27% |
$561K - $561K
|
81.9K
$6.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.61K- 44.32% |
$579K - $579K
|
9.56K
$727K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.97K- 27.15% |
$606K - $606K
|
21.4K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.01K- 75.26% |
$609K - $609K
|
2.63K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-8.17K- 67.04% |
$621K - $621K
|
4.02K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.26K- 4.65% |
$628K - $628K
|
169K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8.67K- 7.29% |
$659K - $659K
|
110K
$8.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.71K- 1.36% |
$662K - $662K
|
632K
$48M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9.18K- 53.47% |
$698K - $698K
|
7.99K
$607K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-9.24K- 8.4% |
$702K - $702K
|
101K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-9.32K- 62.43% |
$708K - $708K
|
5.61K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-9.67K- 57.59% |
$736K - $736K
|
7.12K
$542K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-10K- 5.41% |
$762K - $762K
|
175K
$13.3M
|