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 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12- 10.0% |
$912 - $912
|
108
$8.21K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.27KNew |
$172K - $172K
|
2.27K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
636+ 9.61% |
$48.4K - $48.4K
|
7.25K
$551K
|
|
|
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
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.54KNew |
$725K - $725K
|
9.54K
$725K
|
|
|
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
|
Dupont Capital Management Corp
|
BUY
|
- |
61.7KNew |
$4.69M - $4.69M
|
61.7K
$4.69M
|
|
|
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
|
Capital Investment Counsel, Inc
|
BUY
|
- |
21+ 1.75% |
$1.6K - $1.6K
|
1.22K
$92.8K
|
|
|
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
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.48KNew |
$189K - $189K
|
2.48K
$189K
|
|
|
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
|
PUT |
500New |
$38K - $38K
|
500
$38K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 383.33% |
$1.75K - $1.75K
|
29
$2.21K
|
|
|
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
|
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
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-58- 85.29% |
$4.41K - $4.41K
|
10
$760
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$195K - $195K
|
2.56K
$195K
|
|
|
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
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 4.38% |
$5.63K - $5.63K
|
1.76K
$134K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23New |
$1.75K - $1.75K
|
23
$1.75K
|
|
|
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 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62New |
$4.71K - $4.71K
|
62
$4.71K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$205K - $205K
|
2.7K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
454New |
$34.5K - $34.5K
|
454
$34.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
67.4KNew |
$5.13M - $5.13M
|
67.4K
$5.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
16.5KNew |
$1.25M - $1.25M
|
16.5K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
305New |
$23.2K - $23.2K
|
305
$23.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.85KNew |
$749K - $749K
|
9.85K
$749K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-81- 1.24% |
$6.16K - $6.16K
|
6.45K
$490K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
482New |
$36.7K - $36.7K
|
482
$36.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$9.12K - $9.12K
|
120
$9.12K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-16.1K- 65.48% |
$1.23M - $1.23M
|
8.51K
$647K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-252- 59.02% |
$19.2K - $19.2K
|
175
$13.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.05K- 77.83% |
$80.1K - $80.1K
|
300
$22.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
94New |
$7.15K - $7.15K
|
94
$7.15K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
215+ 12.79% |
$15.7K - $16.9K
|
1.9K
$144K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.43% |
$1.83K - $1.96K
|
5.78K
$439K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
188+ 14.4% |
$13.7K - $14.7K
|
1.49K
$114K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
829+ 22.78% |
$60.6K - $65K
|
4.47K
$340K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
94+ 8.58% |
$6.87K - $7.37K
|
1.19K
$90.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
47.6KNew |
$3.48M - $3.73M
|
47.6K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
46KNew |
$3.36M - $3.61M
|
46K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
880New |
$64.3K - $69K
|
880
$66.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-196- 6.04% |
$14.3K - $15.4K
|
3.05K
$232K
|
|