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 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
6.4K+ 14.28% |
$487K - $487K
|
51.2K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6.27K+ 58.62% |
$477K - $477K
|
17K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.23K+ 3.89% |
$473K - $473K
|
166K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.12K+ 26.83% |
$465K - $465K
|
28.9K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.11KNew |
$465K - $465K
|
6.11K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.05K+ 29.42% |
$460K - $460K
|
26.6K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.03K+ 7.64% |
$458K - $458K
|
84.9K
$6.46M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.85K+ 12.63% |
$445K - $445K
|
52.2K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.79K+ 40.79% |
$440K - $440K
|
20K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.72KNew |
$435K - $435K
|
5.72K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.69K+ 12.92% |
$433K - $433K
|
49.8K
$3.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.48KNew |
$416K - $416K
|
5.48K
$416K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
5.47K+ 18.1% |
$416K - $416K
|
35.7K
$2.72M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.4K+ 2.65% |
$411K - $411K
|
210K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.38KNew |
$409K - $409K
|
5.38K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.31K+ 7.96% |
$404K - $404K
|
72K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.3K+ 1.72% |
$403K - $403K
|
314K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
5.24KNew |
$399K - $399K
|
5.24K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5KNew |
$380K - $380K
|
5K
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.83K+ 4.59% |
$367K - $367K
|
110K
$8.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.72KNew |
$359K - $359K
|
4.72K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$354K - $354K
|
4.66K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.58K+ 50.26% |
$348K - $348K
|
13.7K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.53KNew |
$344K - $344K
|
4.53K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.48K+ 101.59% |
$341K - $341K
|
8.89K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.37KNew |
$332K - $332K
|
4.37K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.37KNew |
$332K - $332K
|
4.37K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
4.23KNew |
$322K - $322K
|
4.23K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.22K+ 62.83% |
$321K - $321K
|
10.9K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 6.33% |
$319K - $319K
|
70.6K
$5.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.19KNew |
$318K - $318K
|
4.19K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.18K+ 31.4% |
$318K - $318K
|
17.5K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.15KNew |
$316K - $316K
|
4.15K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.08K+ 102.03% |
$310K - $310K
|
8.08K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.05K+ 10.9% |
$308K - $308K
|
41.2K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.02K+ 6.14% |
$305K - $305K
|
69.5K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.01KNew |
$305K - $305K
|
4.01K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.94K+ 11.63% |
$300K - $300K
|
37.9K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 1147.63% |
$295K - $295K
|
4.22K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.84KNew |
$292K - $292K
|
3.84K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.81K+ 4.06% |
$290K - $290K
|
97.7K
$7.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.77KNew |
$286K - $286K
|
3.77K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.74K+ 15.28% |
$284K - $284K
|
28.2K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.71KNew |
$282K - $282K
|
3.71K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
3.66KNew |
$278K - $278K
|
3.66K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.59K+ 17.28% |
$273K - $273K
|
24.3K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 0.66% |
$270K - $270K
|
544K
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 60.76% |
$269K - $269K
|
9.36K
$711K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.45KNew |
$262K - $262K
|
3.45K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.41KNew |
$260K - $260K
|
3.41K
$260K
|