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 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-123- 1.08% |
$9.35K - $9.35K
|
11.3K
$859K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.11KNew |
$465K - $465K
|
6.11K
$465K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-520- 6.71% |
$39.5K - $39.5K
|
7.22K
$549K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 26.88% |
$7.6K - $7.6K
|
472
$35.9K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.48KNew |
$416K - $416K
|
5.48K
$416K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 8.55% |
$79.2K - $79.2K
|
13.2K
$1M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$38K - $38K
|
500
$38K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
228K+ 1753.21% |
$17.3M - $17.3M
|
241K
$18.3M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-137- 8.06% |
$10.4K - $10.4K
|
1.56K
$119K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
88.2K+ 3222.46% |
$6.71M - $6.71M
|
91K
$6.92M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 7.0% |
$925K - $925K
|
186K
$14.1M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-32- 19.51% |
$2.43K - $2.43K
|
132
$10K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 383.33% |
$1.75K - $1.75K
|
29
$2.21K
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
322+ 2.01% |
$24.5K - $24.5K
|
16.3K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
631+ 6.66% |
$48K - $48K
|
10.1K
$768K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-647- 2.2% |
$49.2K - $49.2K
|
28.8K
$2.19M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 7.52% |
$204K - $204K
|
32.9K
$2.5M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.31% |
$228 - $228
|
963
$73.2K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.71K- 1.36% |
$662K - $662K
|
632K
$48M
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
12.7KNew |
$966K - $966K
|
12.7K
$966K
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
59.7KNew |
$4.54M - $4.54M
|
59.7K
$4.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
519K+ 18.11% |
$39.4M - $39.4M
|
3.38M
$257M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-71- 2.65% |
$5.4K - $5.4K
|
2.61K
$198K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.7K+ 7.39% |
$5.38M - $5.38M
|
1.03M
$78.1M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.09K- 3.02% |
$82.5K - $82.5K
|
34.8K
$2.65M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-125- 12.65% |
$9.51K - $9.51K
|
863
$65.6K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-58- 85.29% |
$4.41K - $4.41K
|
10
$760
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.9K- 0.73% |
$220K - $220K
|
392K
$29.8M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 9.21% |
$532 - $532
|
83
$6.31K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
672+ 9.18% |
$51.1K - $51.1K
|
7.99K
$608K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-960- 6.01% |
$73K - $73K
|
15K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.45KNew |
$262K - $262K
|
3.45K
$262K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 2.95% |
$174K - $174K
|
75.4K
$5.73M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-7.38K- 8.27% |
$561K - $561K
|
81.9K
$6.23M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
1.42K+ 7.97% |
$108K - $108K
|
19.2K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
162+ 2.27% |
$12.3K - $12.3K
|
7.3K
$555K
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$195K - $195K
|
2.56K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-16K- 20.5% |
$1.21M - $1.21M
|
61.9K
$4.71M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
38New |
$2.89K - $2.89K
|
38
$2.89K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 0.31% |
$2.59K - $2.59K
|
10.9K
$829K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-355- 2.07% |
$27K - $27K
|
16.8K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13- 0.22% |
$989 - $989
|
5.79K
$441K
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.87K- 12.84% |
$218K - $218K
|
19.5K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-147- 2.4% |
$11.2K - $11.2K
|
5.97K
$454K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.52% |
$2.36K - $2.36K
|
5.96K
$453K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 4.38% |
$5.63K - $5.63K
|
1.76K
$134K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.9K- 3.22% |
$144K - $144K
|
57K
$4.34M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.98K- 8.33% |
$151K - $151K
|
21.8K
$1.66M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
37.3K+ 6.76% |
$2.84M - $2.84M
|
590K
$44.8M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
34.8K+ 259.66% |
$2.65M - $2.65M
|
48.2K
$3.67M
|