Latest Institutional Transactions on Consumer Staples Sector Spdr (XLP)
This table provides information on the latest institutional transactions involving Consumer Staples Sector Spdr (XLP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
157K+ 27.48% |
$12M - $12M
|
730K
$55.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-56.9K- 28.83% |
$4.32M - $4.32M
|
140K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-225- 42.86% |
$17.1K - $17.1K
|
300
$22.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
96.4KNew |
$7.33M - $7.33M
|
96.4K
$7.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.02M+ 122320.53% |
$154M - $154M
|
2.02M
$154M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.77K- 6.68% |
$211K - $211K
|
38.7K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.39K- 29.5% |
$182K - $182K
|
5.71K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 52.07% |
$842K - $842K
|
32.3K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.5% |
$380 - $380
|
1.02K
$77.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-909- 2.59% |
$69.1K - $69.1K
|
34.2K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.06K+ 4.18% |
$157K - $157K
|
51.5K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
290+ 0.97% |
$22.1K - $22.1K
|
30.2K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.44KNew |
$186K - $186K
|
2.44K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-82- 1.67% |
$6.24K - $6.24K
|
4.83K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.7KNew |
$205K - $205K
|
2.7K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.83K+ 7.56% |
$139K - $139K
|
26K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-120- 0.15% |
$9.12K - $9.12K
|
79.4K
$6.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.08K- 1.77% |
$81.7K - $81.7K
|
59.6K
$4.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.79KNew |
$212K - $212K
|
2.79K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-99- 2.48% |
$7.53K - $7.53K
|
3.9K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.18KNew |
$242K - $242K
|
3.18K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
532+ 3.3% |
$40.5K - $40.5K
|
16.7K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.67K+ 22.15% |
$203K - $203K
|
14.7K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
761+ 2.39% |
$57.9K - $57.9K
|
32.6K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.83K- 5.39% |
$139K - $139K
|
32.2K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10.3KNew |
$781K - $781K
|
10.3K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 1.01% |
$12.2K - $12.2K
|
15.7K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.77KNew |
$286K - $286K
|
3.77K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.11K- 18.66% |
$84.5K - $84.5K
|
4.84K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.5K+ 46.31% |
$798K - $798K
|
33.2K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 2.23% |
$9.81K - $9.81K
|
5.92K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-233- 3.63% |
$17.7K - $17.7K
|
6.19K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.38K+ 7.63% |
$181K - $181K
|
33.6K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
179KNew |
$13.6M - $13.6M
|
179K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.01KNew |
$76.6K - $76.6K
|
1.01K
$76.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
537+ 15.32% |
$40.8K - $40.8K
|
4.04K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.56KNew |
$194K - $194K
|
2.56K
$194K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 15.85% |
$989 - $989
|
69
$5.25K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-394- 7.96% |
$30K - $30K
|
4.56K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.0% |
$76 - $76
|
21K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.41KNew |
$260K - $260K
|
3.41K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.1K+ 3.42% |
$235K - $235K
|
93.5K
$7.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-568- 4.07% |
$43.2K - $43.2K
|
13.4K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.45KNew |
$187K - $187K
|
2.45K
$187K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.25% |
$5.32K - $5.32K
|
27.5K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.7% |
$76 - $76
|
143
$10.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
345K+ 137.58% |
$26.3M - $26.3M
|
596K
$45.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-118- 2.94% |
$8.97K - $8.97K
|
3.89K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-658- 9.16% |
$50K - $50K
|
6.53K
$496K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.33K- 9.93% |
$558K - $558K
|
66.5K
$5.06M
|