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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
9.94K+ 42.4% |
N/A
|
33.4K
$2.54M
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.57K+ 12.62% |
N/A
|
22.9K
$1.74M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-168- 2.07% |
N/A
|
7.94K
$604K
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.94K- 1.16% |
N/A
|
165K
$12.6M
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
680+ 2.56% |
N/A
|
27.2K
$2.07M
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-4.88K- 39.55% |
N/A
|
7.47K
$568K
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
31.8K+ 31.61% |
N/A
|
132K
$10.1M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-21- 0.69% |
N/A
|
3.02K
$229K
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
182+ 0.71% |
N/A
|
25.7K
$1.96M
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-34- 0.38% |
N/A
|
9.01K
$685K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
161+ 1.98% |
N/A
|
8.31K
$632K
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.47K+ 9.47% |
N/A
|
74.8K
$5.69M
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
125+ 0.45% |
N/A
|
27.7K
$2.1M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.44K- 2.89% |
N/A
|
250K
$19M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.59K+ 38.34% |
N/A
|
5.74K
$437K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-142- 2.57% |
N/A
|
5.38K
$409K
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-470- 11.85% |
N/A
|
3.5K
$266K
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
16+ 0.04% |
N/A
|
45.2K
$3.44M
|
|
Jul 22, 2025
Q2 2025
|
Sl Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
N/A
|
4.85K
$369K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
35+ 18.62% |
N/A
|
223
$17K
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.34K+ 76.23% |
N/A
|
5.41K
$412K
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-123- 0.44% |
N/A
|
27.7K
$2.1M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
76+ 1.6% |
N/A
|
4.82K
$366K
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
369New |
N/A
|
369
$28.1K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.95K+ 1427.52% |
N/A
|
7.44K
$566K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.8K+ 34.05% |
N/A
|
50.3K
$3.82M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
288+ 0.84% |
N/A
|
34.5K
$2.62M
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
804+ 17.05% |
N/A
|
5.52K
$420K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.92K- 13.35% |
N/A
|
12.5K
$947K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 3.71% |
N/A
|
545
$41.4K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
54+ 1.41% |
N/A
|
3.89K
$296K
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$623K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.1K+ 99.87% |
N/A
|
24.3K
$1.85M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-9.56K- 11.69% |
N/A
|
72.2K
$5.49M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.82K+ 72.08% |
N/A
|
6.73K
$511K
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
861+ 2.28% |
N/A
|
38.7K
$2.94M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
201+ 1.52% |
N/A
|
13.5K
$1.02M
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-513- 4.66% |
N/A
|
10.5K
$797K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.66K- 5.15% |
N/A
|
123K
$9.32M
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
15.8K+ 5.22% |
N/A
|
319K
$24.3M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-109- 3.61% |
N/A
|
2.91K
$221K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
840+ 3.79% |
N/A
|
23K
$1.75M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.21% |
N/A
|
7.27K
$553K
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-345- 4.04% |
N/A
|
8.2K
$623K
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.53% |
N/A
|
7.36K
$559K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
83+ 3.07% |
N/A
|
2.79K
$212K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
38.1K+ 42.48% |
N/A
|
128K
$9.71M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-50.3K- 29.76% |
N/A
|
119K
$9.03M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
33+ 5.37% |
N/A
|
648
$49.3K
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.73% |
N/A
|
555
$42.2K
|