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 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.71K- 9.36% |
$206K - $206K
|
26.2K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-592- 6.38% |
$45K - $45K
|
8.69K
$661K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
15KNew |
$1.14M - $1.14M
|
15K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-214- 1.35% |
$16.3K - $16.3K
|
15.6K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
660+ 25.1% |
$50.2K - $50.2K
|
3.29K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-213- 0.8% |
$16.2K - $16.2K
|
26.6K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
75+ 0.79% |
$5.7K - $5.7K
|
9.54K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.95KNew |
$224K - $224K
|
2.95K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.53K+ 6.8% |
$116K - $116K
|
24K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-12- 0.22% |
$912 - $912
|
5.56K
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 10.78% |
$99.4K - $99.4K
|
10.8K
$822K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.54KNew |
$725K - $725K
|
9.54K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.18K+ 8.58% |
$242K - $242K
|
40.2K
$3.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
333+ 2.34% |
$25.3K - $25.3K
|
14.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.31K- 48.49% |
$480K - $480K
|
6.71K
$510K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.09K+ 5.0% |
$82.8K - $82.8K
|
22.9K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 10.83% |
$2.28K - $2.28K
|
307
$23.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-39- 0.24% |
$2.97K - $2.97K
|
16.4K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
4.1KNew |
$312K - $312K
|
4.1K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
990+ 110.0% |
$75.3K - $75.3K
|
1.89K
$144K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
61.7KNew |
$4.69M - $4.69M
|
61.7K
$4.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 9.08% |
$1.26M - $1.26M
|
198K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.15K- 11.32% |
$87.4K - $87.4K
|
9.01K
$685K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25+ 0.85% |
$1.9K - $1.9K
|
2.96K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-193K- 50.48% |
$14.7M - $14.7M
|
190K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.52% |
$608 - $608
|
1.55K
$118K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
468+ 2.05% |
$35.6K - $35.6K
|
23.3K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-206K- 73.07% |
$15.7M - $15.7M
|
75.9K
$5.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-381- 1.81% |
$29K - $29K
|
20.6K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.06K+ 17.83% |
$157K - $157K
|
13.6K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
21+ 1.75% |
$1.6K - $1.6K
|
1.22K
$92.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-339- 5.39% |
$25.8K - $25.8K
|
5.95K
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 1.08% |
$380 - $380
|
469
$35.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
731K+ 8394.94% |
$55.6M - $55.6M
|
740K
$56.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
8.11KNew |
$617K - $617K
|
8.11K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.18K- 8.75% |
$89.7K - $89.7K
|
12.3K
$935K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
21.4KNew |
$1.63M - $1.63M
|
21.4K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
170New |
$12.9K - $12.9K
|
170
$12.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-756- 16.2% |
$57.5K - $57.5K
|
3.91K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-587- 1.84% |
$44.6K - $44.6K
|
31.3K
$2.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
747+ 1.74% |
$56.8K - $56.8K
|
43.6K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.93KNew |
$223K - $223K
|
2.93K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$15.8K - $15.8K
|
208
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
355+ 4.72% |
$27K - $27K
|
7.87K
$599K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
999+ 3.83% |
$76K - $76K
|
27.1K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.48KNew |
$189K - $189K
|
2.48K
$189K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.83K- 14.79% |
$139K - $139K
|
10.6K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.84KNew |
$292K - $292K
|
3.84K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
14+ 0.41% |
$1.06K - $1.06K
|
3.46K
$263K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
14.2K+ 23.92% |
$1.08M - $1.08M
|
73.6K
$5.6M
|