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 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.9K- 52.8% |
$908K - $908K
|
10.7K
$812K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.85K- 22.18% |
$292K - $292K
|
13.5K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.01KNew |
$76.8K - $76.8K
|
1.01K
$76.8K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-732- 0.8% |
$55.7K - $55.7K
|
91.1K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
3.66KNew |
$278K - $278K
|
3.66K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.07K- 8.06% |
$81.4K - $81.4K
|
12.2K
$928K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-970- 54.31% |
$73.8K - $73.8K
|
816
$62K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.06K- 7.01% |
$156K - $156K
|
27.3K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-19- 0.3% |
$1.44K - $1.44K
|
6.29K
$478K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.04% |
$380 - $380
|
13.8K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
402+ 42.36% |
$30.6K - $30.6K
|
1.35K
$103K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.42KNew |
$184K - $184K
|
2.42K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$106K - $106K
|
1.4K
$106K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4- 0.09% |
$304 - $304
|
4.69K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
487K+ 22.92% |
$37.1M - $37.1M
|
2.61M
$199M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19.9K+ 3.12% |
$1.51M - $1.51M
|
658K
$50M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
200K+ 4131.15% |
$15.2M - $15.2M
|
205K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
149+ 7.0% |
$11.3K - $11.3K
|
2.28K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
24.7KNew |
$1.88M - $1.88M
|
24.7K
$1.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.73K- 43.3% |
$208K - $208K
|
3.58K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-22.5K- 16.25% |
$1.71M - $1.71M
|
116K
$8.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
34.7K+ 30.56% |
$2.63M - $2.63M
|
148K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-100- 2.55% |
$7.6K - $7.6K
|
3.82K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-232- 1.96% |
$17.6K - $17.6K
|
11.6K
$883K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
627+ 62.7% |
$47.7K - $47.7K
|
1.63K
$124K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
41.2K+ 211.51% |
$3.14M - $3.14M
|
60.7K
$4.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 4.91% |
$1.07M - $1.07M
|
301K
$22.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.25K+ 4.08% |
$94.7K - $94.7K
|
31.8K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-6- 0.12% |
$456 - $456
|
4.88K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.75K- 1.8% |
$361K - $361K
|
259K
$19.7M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.81K+ 4.06% |
$290K - $290K
|
97.7K
$7.43M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
17+ 0.16% |
$1.29K - $1.29K
|
10.9K
$832K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
114+ 3.87% |
$8.67K - $8.67K
|
3.06K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.4K- 19.92% |
$1.02M - $1.02M
|
53.7K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-41- 0.63% |
$3.12K - $3.12K
|
6.43K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.6K- 15.83% |
$885K - $885K
|
61.9K
$4.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
317+ 1.5% |
$24.1K - $24.1K
|
21.4K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-92- 3.02% |
$7K - $7K
|
2.95K
$225K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.27K+ 7.96% |
$173K - $173K
|
30.8K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-869- 2.39% |
$66.1K - $66.1K
|
35.5K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.95% |
$5.78K - $5.78K
|
7.89K
$600K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
17+ 0.51% |
$1.29K - $1.29K
|
3.36K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-493- 2.83% |
$37.5K - $37.5K
|
16.9K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
671+ 1.22% |
$51K - $51K
|
55.7K
$4.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.41K+ 23.54% |
$107K - $107K
|
7.38K
$561K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 1147.63% |
$295K - $295K
|
4.22K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-86- 0.77% |
$6.54K - $6.54K
|
11K
$838K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.34K+ 4.92% |
$178K - $178K
|
49.9K
$3.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
43KNew |
$3.27M - $3.27M
|
43K
$3.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 12.22% |
$3.8K - $3.8K
|
359
$27.3K
|