Purchases and Sales Made in Q4 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
189+ 0.61% |
N/A
|
31K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
189+ 1.13% |
N/A
|
16.9K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
186New |
N/A
|
186
$14.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
183+ 0.85% |
N/A
|
21.6K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180+ 52.94% |
N/A
|
520
$39.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
179+ 4.2% |
N/A
|
4.44K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
178+ 0.2% |
N/A
|
89.6K
$6.81M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
175+ 269.23% |
N/A
|
240
$18.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
175New |
N/A
|
175
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
158+ 2.16% |
N/A
|
7.46K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
152+ 0.67% |
N/A
|
22.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
151+ 1.72% |
N/A
|
8.93K
$679K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
142+ 0.64% |
N/A
|
22.4K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
135+ 2.43% |
N/A
|
5.69K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
125+ 2.93% |
N/A
|
4.39K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
122+ 0.41% |
N/A
|
30K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
120+ 2.12% |
N/A
|
5.78K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
120New |
N/A
|
120
$9.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
119New |
N/A
|
119
$9.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
117+ 1.71% |
N/A
|
6.96K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
115New |
N/A
|
115
$8.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
114+ 4.42% |
N/A
|
2.69K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
114+ 2.97% |
N/A
|
3.95K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
114+ 1.41% |
N/A
|
8.22K
$625K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 1.88% |
N/A
|
6.06K
$461K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 1.88% |
N/A
|
6.06K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
111+ 0.55% |
N/A
|
20.3K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
104+ 0.99% |
N/A
|
10.6K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
N/A
|
100
$7.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
97+ 81.51% |
N/A
|
216
$16.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
95+ 2.82% |
N/A
|
3.47K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
95New |
N/A
|
95
$7.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
93+ 2.07% |
N/A
|
4.59K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
93+ 0.24% |
N/A
|
38.1K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
90+ 1.47% |
N/A
|
6.2K
$472K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
86New |
N/A
|
86
$6.54K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
85+ 1.35% |
N/A
|
6.37K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
85New |
N/A
|
85
$6.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
83+ 0.47% |
N/A
|
17.8K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82+ 2.89% |
N/A
|
2.92K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
77New |
N/A
|
77
$5.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
76New |
N/A
|
76
$5.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 53.57% |
N/A
|
215
$16.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
74+ 1.99% |
N/A
|
3.79K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
73New |
N/A
|
73
$5.55K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
70+ 0.62% |
N/A
|
11.4K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
70+ 0.26% |
N/A
|
26.5K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
68+ 0.33% |
N/A
|
20.7K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
68New |
N/A
|
68
$5.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
66+ 2.29% |
N/A
|
2.95K
$224K
|