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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
912KNew |
$62.7M - $69.4M
|
912K
$69.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
PUT |
68.1KNew |
$4.69M - $5.18M
|
68.1K
$5.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-120- 0.51% |
$8.26K - $9.13K
|
23.3K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-100- 2.71% |
$6.88K - $7.61K
|
3.59K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.56K+ 30.61% |
$314K - $347K
|
19.5K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
98New |
$6.74K - $7.46K
|
98
$7.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-4.54K- 21.49% |
$312K - $345K
|
16.6K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.91K+ 50.33% |
$131K - $145K
|
5.71K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-148- 1.41% |
$10.2K - $11.3K
|
10.4K
$789K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-317- 8.43% |
$21.8K - $24.1K
|
3.44K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-198- 1.84% |
$13.6K - $15.1K
|
10.5K
$802K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
56.9KNew |
$3.91M - $4.33M
|
56.9K
$4.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$6.88K - $7.61K
|
100
$7.6K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-709- 18.55% |
$48.8K - $54K
|
3.11K
$237K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.9K- 14.3% |
$2.74M - $3.03M
|
239K
$18.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27New |
$1.86K - $2.05K
|
27
$2.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
60KNew |
$4.13M - $4.57M
|
60K
$4.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.63K+ 7.76% |
$662K - $733K
|
134K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
32.1K+ 590.97% |
$2.21M - $2.45M
|
37.6K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
7.12KNew |
$490K - $542K
|
7.12K
$542K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$252K - $279K
|
3.67K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$788K - $872K
|
11.5K
$871K
|
|
|
Oct 30, 2023
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
43.6KNew |
$3M - $3.32M
|
43.6K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-163- 84.02% |
$11.2K - $12.4K
|
31
$2.36K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 5.41% |
$688 - $761
|
195
$14.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-672K- 60.28% |
$46.2M - $51.2M
|
443K
$33.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.34K- 21.93% |
$92.1K - $102K
|
4.76K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
123New |
$8.46K - $9.36K
|
123
$9.35K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.22K+ 18.31% |
$84.1K - $93K
|
7.9K
$600K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-231- 0.53% |
$15.9K - $17.6K
|
43.5K
$3.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.09K+ 62.61% |
$144K - $159K
|
5.42K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
259New |
$17.8K - $19.7K
|
259
$19.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.2K- 68.05% |
$839K - $928K
|
5.72K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
96+ 8.51% |
$6.6K - $7.31K
|
1.22K
$93.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
744+ 1.27% |
$51.2K - $56.6K
|
59.2K
$4.5M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 24.72% |
$193K - $214K
|
8.55K
$650K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 3.09% |
$6.4K - $7.08K
|
2.91K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
686New |
$47.2K - $52.2K
|
686
$52.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-987- 14.95% |
$67.9K - $75.1K
|
5.62K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19+ 0.3% |
$1.31K - $1.45K
|
6.27K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
367New |
$25.2K - $27.9K
|
367
$27.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
580+ 19.29% |
$39.9K - $44.1K
|
3.59K
$273K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
57.6KNew |
$3.96M - $4.38M
|
57.6K
$4.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-129K- 94.37% |
$8.89M - $9.83M
|
7.71K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-933- 23.08% |
$64.2K - $71K
|
3.11K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 39.51% |
$142K - $157K
|
3.16K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.58K- 27.36% |
$108K - $120K
|
4.19K
$318K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-924- 54.1% |
$63.6K - $70.3K
|
784
$59.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$2.68K - $2.97K
|
39
$2.97K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.23% |
$14.8K - $16.4K
|
4.87K
$370K
|