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 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.11K- 5.98% |
N/A
|
17.4K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.61K- 6.78% |
N/A
|
22.2K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-65- 27.08% |
N/A
|
175
$13.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.8K+ 1.83% |
N/A
|
100K
$7.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.8K- 61.11% |
N/A
|
15.8K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.31% |
N/A
|
971
$73.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-313- 9.68% |
N/A
|
2.92K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-15.8K- 41.61% |
N/A
|
22.2K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.87K+ 1.57% |
N/A
|
121K
$9.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.03K+ 46.47% |
N/A
|
6.4K
$487K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.24% |
N/A
|
419
$31.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15+ 0.5% |
N/A
|
3.04K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-661- 3.8% |
N/A
|
16.8K
$1.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
350+ 6.99% |
N/A
|
5.36K
$408K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
151+ 5.76% |
N/A
|
2.77K
$211K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.15K+ 335.21% |
N/A
|
4.09K
$311K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$390K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.67K- 10.89% |
N/A
|
30K
$2.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
121New |
N/A
|
121
$9.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
995+ 4.56% |
N/A
|
22.8K
$1.73M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
145+ 3625.0% |
N/A
|
149
$11.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-132- 1.37% |
N/A
|
9.5K
$723K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-35- 0.09% |
N/A
|
38.6K
$2.94M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 3.61% |
N/A
|
800
$60.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.5K+ 11.68% |
N/A
|
636K
$48.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2- 0.07% |
N/A
|
2.8K
$213K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
45.4KNew |
N/A
|
45.4K
$3.45M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$905K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
63.6KNew |
N/A
|
63.6K
$4.84M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4New |
N/A
|
4
$304
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
86New |
N/A
|
86
$6.54K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 3.69% |
N/A
|
418
$31.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55.6K- 46.64% |
N/A
|
63.6K
$4.84M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
66.5KNew |
N/A
|
66.5K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
859New |
N/A
|
859
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
400KNew |
N/A
|
400K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-801K- 33.64% |
N/A
|
1.58M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
204KNew |
N/A
|
204K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-153- 6.69% |
N/A
|
2.13K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
62.5KNew |
N/A
|
62.5K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
300KNew |
N/A
|
300K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-557- 1.18% |
N/A
|
46.7K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
58New |
N/A
|
58
$4.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
722+ 8.23% |
N/A
|
9.49K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.57K+ 17.87% |
N/A
|
50K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.05% |
N/A
|
4.24K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.5K- 86.7% |
N/A
|
3.77K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.0% |
N/A
|
51
$3.88K
|
|