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 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.47% |
$1.38K - $1.52K
|
4.24K
$322K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-3.45K- 12.4% |
$237K - $262K
|
24.4K
$1.85M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-227- 5.81% |
$15.6K - $17.3K
|
3.68K
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
51New |
$3.51K - $3.88K
|
51
$3.88K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 24.88% |
$88.6K - $98K
|
3.89K
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-33.2K- 91.19% |
$2.28M - $2.53M
|
3.21K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
403+ 12.95% |
$27.7K - $30.7K
|
3.52K
$267K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26.6K+ 57895.65% |
$1.93M - $2.06M
|
26.7K
$2.03M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$664K - $709K
|
9.15K
$695K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.6KNew |
$3.38M - $3.61M
|
46.6K
$3.54M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-100- 2.69% |
$7.26K - $7.75K
|
3.62K
$275K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$1.6K - $1.71K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65New |
$4.72K - $5.04K
|
65
$4.94K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$739K - $789K
|
10.2K
$774K
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
5.9KNew |
$428K - $457K
|
5.9K
$449K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-343K- 51.98% |
$24.9M - $26.6M
|
317K
$24.1M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.48K- 83.89% |
$108K - $115K
|
285
$21.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.98KNew |
$362K - $386K
|
4.98K
$379K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
682+ 17.02% |
$49.5K - $52.9K
|
4.69K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.7KNew |
$993K - $1.06M
|
13.7K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
21.6KNew |
$1.57M - $1.67M
|
21.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-18.1K- 84.91% |
$1.31M - $1.4M
|
3.22K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.79KNew |
$130K - $139K
|
1.79K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-40.3K- 67.41% |
$2.93M - $3.13M
|
19.5K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
411+ 9.54% |
$29.8K - $31.9K
|
4.72K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
35.8KNew |
$2.6M - $2.77M
|
35.8K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150New |
$10.9K - $11.6K
|
150
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5.95K+ 14.46% |
$432K - $461K
|
47.1K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
197KNew |
$14.3M - $15.2M
|
197K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
46.2KNew |
$3.35M - $3.58M
|
46.2K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.75M+ 291.45% |
$127M - $136M
|
2.35M
$179M
|
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
30KNew |
$2.18M - $2.33M
|
30K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.6K+ 55.12% |
$1.42M - $1.52M
|
55.2K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 13.79% |
$1.45K - $1.55K
|
125
$9.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
225K+ 6186.67% |
$16.3M - $17.4M
|
228K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.05K- 94.76% |
$76.1K - $81.3K
|
58
$4.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27KNew |
$1.96M - $2.09M
|
27K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.15% |
$290 - $310
|
2.74K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-41- 1.0% |
$2.98K - $3.18K
|
4.05K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.85K+ 3.72% |
$135K - $144K
|
51.7K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
300KNew |
$21.8M - $23.3M
|
300K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.7K- 1.44% |
$123K - $132K
|
116K
$8.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-25- 0.34% |
$1.81K - $1.94K
|
7.29K
$555K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$200K - $214K
|
2.76K
$210K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-882- 3.9% |
$64K - $68.4K
|
21.7K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
760KNew |
$55.2M - $58.9M
|
760K
$57.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7New |
$508 - $543
|
7
$532
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
279+ 4.42% |
$20.3K - $21.6K
|
6.59K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
7.96KNew |
$578K - $617K
|
7.96K
$605K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 1.0% |
$7.26K - $7.75K
|
10.1K
$769K
|
|