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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-663- 0.63% |
$50.4K - $50.4K
|
105K
$8.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$9.51K - $9.51K
|
125
$9.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
630+ 0.71% |
$47.9K - $47.9K
|
89.4K
$6.8M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.22K+ 62.83% |
$321K - $321K
|
10.9K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.37K+ 130.16% |
$560K - $560K
|
13K
$991K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.89KNew |
$752K - $752K
|
9.89K
$752K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.21K- 16.89% |
$92K - $92K
|
5.96K
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-239- 2.77% |
$18.2K - $18.2K
|
8.39K
$638K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.26K- 2.79% |
$172K - $172K
|
78.7K
$5.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-529- 1.97% |
$40.2K - $40.2K
|
26.3K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
49.9KNew |
$3.79M - $3.79M
|
49.9K
$3.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 1.31% |
$127K - $127K
|
129K
$9.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-9.67K- 57.59% |
$736K - $736K
|
7.12K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.4K+ 18.73% |
$1.33M - $1.33M
|
110K
$8.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
148+ 0.6% |
$11.3K - $11.3K
|
24.9K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-860- 16.77% |
$65.4K - $65.4K
|
4.27K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.21K- 6.11% |
$91.9K - $91.9K
|
18.6K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
254+ 1.01% |
$19.3K - $19.3K
|
25.4K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
21+ 0.3% |
$1.6K - $1.6K
|
7.11K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
56+ 0.32% |
$4.26K - $4.26K
|
17.8K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.38K+ 31.08% |
$105K - $105K
|
5.84K
$444K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
130+ 2.31% |
$9.89K - $9.89K
|
5.77K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.19KNew |
$318K - $318K
|
4.19K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-589- 9.75% |
$44.8K - $44.8K
|
5.45K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
898+ 1.5% |
$68.3K - $68.3K
|
60.6K
$4.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
618+ 8.11% |
$47K - $47K
|
8.24K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
196+ 1.14% |
$14.9K - $14.9K
|
17.4K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
388+ 9.93% |
$29.5K - $29.5K
|
4.29K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.03K+ 1.05% |
$78.6K - $78.6K
|
99.2K
$7.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-56.6K- 92.95% |
$4.3M - $4.3M
|
4.29K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55.4K+ 1081.93% |
$4.22M - $4.22M
|
60.6K
$4.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-24- 0.08% |
$1.82K - $1.82K
|
28.7K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-934- 4.13% |
$71K - $71K
|
21.7K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 5.93% |
$3.8K - $3.8K
|
793
$60.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.97K- 27.15% |
$606K - $606K
|
21.4K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-687- 14.89% |
$52.2K - $52.2K
|
3.93K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.79K+ 40.79% |
$440K - $440K
|
20K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.23K+ 3.89% |
$473K - $473K
|
166K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.9KNew |
$220K - $220K
|
2.9K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2K+ 14.18% |
$1M - $1M
|
106K
$8.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.72KNew |
$359K - $359K
|
4.72K
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 2.11% |
$93.3K - $93.3K
|
56.8K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.17% |
$912 - $912
|
7.22K
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.02% |
$152 - $152
|
8.96K
$681K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.5K+ 3.98% |
$190K - $190K
|
65.2K
$4.96M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.18% |
$989 - $989
|
7.33K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-37- 0.21% |
$2.81K - $2.81K
|
17.8K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-474- 8.86% |
$36K - $36K
|
4.87K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.07% |
$228 - $228
|
4.27K
$324K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
20+ 0.21% |
$1.52K - $1.52K
|
9.33K
$710K
|