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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
221+ 42.1% |
$16.8K - $16.8K
|
746
$56.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$249K - $249K
|
3.28K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.37KNew |
$256K - $256K
|
3.37K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 3.21% |
$180K - $180K
|
76.3K
$5.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6K+ 50.25% |
$885K - $885K
|
34.8K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.01K- 2.73% |
$77K - $77K
|
36.1K
$2.75M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
353+ 1.59% |
$26.8K - $26.8K
|
22.6K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-333- 8.87% |
$25.3K - $25.3K
|
3.42K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-570- 1.8% |
$43.3K - $43.3K
|
31.2K
$2.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-41.4K- 91.18% |
$3.15M - $3.15M
|
4K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.17K+ 10.93% |
$88.9K - $88.9K
|
11.9K
$902K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.31K+ 3.6% |
$175K - $175K
|
66.4K
$5.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23New |
$1.75K - $1.75K
|
23
$1.75K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$76 - $76
|
11.2K
$854K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.51K- 17.94% |
$419K - $419K
|
25.2K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
203+ 0.12% |
$15.4K - $15.4K
|
171K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
8.44K+ 152.57% |
$642K - $642K
|
14K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.18K- 7.18% |
$318K - $318K
|
54.1K
$4.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.72KNew |
$435K - $435K
|
5.72K
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
140KNew |
$10.7M - $10.7M
|
140K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
845+ 9.05% |
$64.3K - $64.3K
|
10.2K
$774K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.58KNew |
$196K - $196K
|
2.58K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.13K- 18.46% |
$162K - $162K
|
9.41K
$715K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
215+ 1.86% |
$16.3K - $16.3K
|
11.8K
$895K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-909- 20.79% |
$69.1K - $69.1K
|
3.46K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.92K+ 95.44% |
$678K - $678K
|
18.3K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.95K- 3.73% |
$224K - $224K
|
76K
$5.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.8K+ 159.1% |
$1.96M - $1.96M
|
42K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
195K+ 7.25% |
$14.8M - $14.8M
|
2.88M
$219M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
29+ 0.44% |
$2.21K - $2.21K
|
6.69K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.33K- 2.92% |
$101K - $101K
|
44K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12.3K- 8.34% |
$937K - $937K
|
135K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
187+ 29.5% |
$14.2K - $14.2K
|
821
$62.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.3K+ 453.69% |
$1.93M - $1.93M
|
30.9K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
242+ 1.14% |
$18.4K - $18.4K
|
21.4K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.09% |
$304 - $304
|
4.57K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-192- 1.9% |
$14.6K - $14.6K
|
9.92K
$754K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
101+ 3.66% |
$7.68K - $7.68K
|
2.86K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.08M+ 93.22% |
$82.3M - $82.3M
|
2.24M
$171M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 22.92% |
$605K - $605K
|
42.6K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 399.46% |
$113K - $113K
|
1.86K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.94K+ 5.05% |
$223K - $223K
|
61.1K
$4.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.93K+ 214.95% |
$679K - $679K
|
13.1K
$995K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 10.71% |
$1.14K - $1.14K
|
125
$9.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.62K+ 14.16% |
$123K - $123K
|
13.1K
$995K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
12K+ 9.4% |
$912K - $912K
|
140K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-8.17K- 67.04% |
$621K - $621K
|
4.02K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 15.27% |
$99.7K - $99.7K
|
9.9K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-450- 3.16% |
$34.2K - $34.2K
|
13.8K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.14K+ 6.32% |
$163K - $163K
|
36K
$2.74M
|