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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
417+ 5.34% |
N/A
|
8.22K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-66- 1.43% |
N/A
|
4.55K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-92.6K- 3.63% |
N/A
|
2.46M
$187M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.59K+ 7.11% |
N/A
|
39.1K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
281+ 8.86% |
N/A
|
3.45K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
16.2KNew |
N/A
|
16.2K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 12.06% |
N/A
|
11K
$840K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17New |
N/A
|
17
$1.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
N/A
|
500
$38K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
25.8KNew |
N/A
|
25.8K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
353+ 12.4% |
N/A
|
3.2K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.2K- 48.65% |
N/A
|
11.8K
$896K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.17K- 3.8% |
N/A
|
29.5K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
469+ 12.69% |
N/A
|
4.17K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
87.8K+ 844.7% |
N/A
|
98.2K
$7.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
100+ 0.45% |
N/A
|
22.5K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38K+ 15.32% |
N/A
|
10.4K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-4.68K- 19.87% |
N/A
|
18.8K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10.4K- 28.92% |
N/A
|
25.5K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-842- 1.71% |
N/A
|
48.3K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
22.4K+ 16.45% |
N/A
|
159K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.52M+ 4918.08% |
N/A
|
3.59M
$273M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 4.47% |
N/A
|
1.07K
$81.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-718- 8.9% |
N/A
|
7.35K
$559K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-277- 2.95% |
N/A
|
9.11K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-427- 4.93% |
N/A
|
8.24K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-151- 4.24% |
N/A
|
3.41K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-11.1K- 41.65% |
N/A
|
15.5K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.88K- 14.91% |
N/A
|
27.8K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
100+ 3.71% |
N/A
|
2.79K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
615+ 1.28% |
N/A
|
48.5K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
774+ 2.96% |
N/A
|
26.9K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-10.1K- 25.47% |
N/A
|
29.7K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4+ 0.06% |
N/A
|
6.38K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.37% |
N/A
|
3.49K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.2K+ 18.82% |
N/A
|
77K
$5.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
864+ 7.15% |
N/A
|
12.9K
$984K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-241- 5.81% |
N/A
|
3.91K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-78- 0.48% |
N/A
|
16.1K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.13K- 2.53% |
N/A
|
43.4K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-14- 2.48% |
N/A
|
551
$41.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-211- 1.34% |
N/A
|
15.6K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.38KNew |
N/A
|
9.38K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.32K+ 5.89% |
N/A
|
77.7K
$5.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 135.9% |
N/A
|
77.7K
$5.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.87K+ 20.75% |
N/A
|
51.6K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-38- 0.06% |
N/A
|
68.3K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.62KNew |
N/A
|
3.62K
$275K
|