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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.69% |
N/A
|
1.02K
$77.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7+ 0.24% |
N/A
|
2.97K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.09% |
N/A
|
6.57K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.5% |
N/A
|
999
$76K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
5+ 0.05% |
N/A
|
10.1K
$769K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
5+ 0.17% |
N/A
|
2.96K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.52% |
N/A
|
968
$73.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5+ 0.12% |
N/A
|
4.05K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
N/A
|
28.5K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
N/A
|
4
$304
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.71% |
N/A
|
566
$43K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
N/A
|
4.27K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 5.8% |
N/A
|
73
$5.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
N/A
|
1.11K
$84.7K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4New |
N/A
|
4
$304
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.15% |
N/A
|
2K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.48% |
N/A
|
418
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.72% |
N/A
|
281
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
N/A
|
1.91K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.07% |
N/A
|
2.8K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.42% |
N/A
|
475
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.05% |
N/A
|
4.24K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.7% |
N/A
|
144
$10.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
12.9K
$980K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.33% |
N/A
|
308
$23.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.72K
$663K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.03% |
N/A
|
3.17K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.78K
$667K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$76
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.76% |
N/A
|
133
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
N/A
|
532
$40.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.0% |
N/A
|
28.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.0% |
N/A
|
51
$3.88K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-3- 0.01% |
N/A
|
47.9K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 1.08% |
N/A
|
460
$35K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6- 0.26% |
N/A
|
2.33K
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
N/A
|
36K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-7- 0.23% |
N/A
|
3.09K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11- 0.36% |
N/A
|
3.06K
$233K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-12- 0.46% |
N/A
|
2.59K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 2.47% |
N/A
|
473
$36K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-14- 0.19% |
N/A
|
7.2K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-14- 0.35% |
N/A
|
3.97K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 12.0% |
N/A
|
110
$8.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-15- 0.51% |
N/A
|
2.94K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16- 1.62% |
N/A
|
970
$73.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-16- 0.51% |
N/A
|
3.11K
$236K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 3.69% |
N/A
|
418
$31.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.2% |
N/A
|
8.5K
$646K
|