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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.63KNew |
$191K - $204K
|
2.63K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.43K- 5.57% |
$249K - $266K
|
58.2K
$4.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-409- 6.4% |
$29.7K - $31.7K
|
5.98K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
330+ 5.54% |
$24K - $25.6K
|
6.28K
$478K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-393- 10.09% |
$28.5K - $30.5K
|
3.5K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.44KNew |
$540K - $576K
|
7.44K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.3K+ 13.57% |
$2.13M - $2.27M
|
245K
$18.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
3.3KNew |
$240K - $256K
|
3.3K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
38+ 4.31% |
$2.76K - $2.95K
|
919
$69.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
274New |
$19.9K - $21.2K
|
274
$20.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-152- 5.18% |
$11K - $11.8K
|
2.79K
$212K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
123New |
$8.93K - $9.53K
|
123
$9.35K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-772- 20.28% |
$56K - $59.8K
|
3.03K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.92KNew |
$575K - $614K
|
7.92K
$602K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
42.1KNew |
$3.06M - $3.26M
|
42.1K
$3.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-519- 1.15% |
$37.7K - $40.2K
|
44.6K
$3.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.3% |
$77.5K - $82.8K
|
25.9K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-263- 8.52% |
$19.1K - $20.4K
|
2.83K
$215K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-81.1K- 65.76% |
$5.89M - $6.29M
|
42.2K
$3.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
16.1KNew |
$1.17M - $1.25M
|
16.1K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
68New |
$4.94K - $5.27K
|
68
$5.17K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
30+ 8.29% |
$2.18K - $2.33K
|
392
$29.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.59KNew |
$115K - $123K
|
1.59K
$121K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
687+ 4.08% |
$49.9K - $53.2K
|
17.5K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-61.6K- 99.5% |
$4.47M - $4.77M
|
310
$23.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-15- 4.89% |
$1.09K - $1.16K
|
292
$22.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.44KNew |
$395K - $422K
|
5.44K
$414K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
406New |
$29.5K - $31.5K
|
406
$30.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$242K - $258K
|
3.33K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.18K- 11.49% |
$85.3K - $91.1K
|
9.05K
$688K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
84.4KNew |
$6.12M - $6.54M
|
84.4K
$6.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$730K - $780K
|
10.1K
$765K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
927+ 4.36% |
$67.3K - $71.8K
|
22.2K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
41.4KNew |
$3M - $3.21M
|
41.4K
$3.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.01% |
$4.79K - $5.12K
|
6.62K
$503K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.15K+ 8.86% |
$156K - $166K
|
26.4K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
595+ 8.24% |
$43.2K - $46.1K
|
7.81K
$594K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.82KNew |
$495K - $528K
|
6.82K
$518K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
200+ 1.01% |
$14.5K - $15.5K
|
20K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.42K- 28.11% |
$176K - $187K
|
6.19K
$470K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$21.8K - $23.3K
|
300
$22.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-235- 87.69% |
$17.1K - $18.2K
|
33
$2.51K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$72.6 - $77.5
|
156
$11.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-24.6K- 88.76% |
$1.79M - $1.91M
|
3.12K
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.13K+ 3.06% |
$155K - $165K
|
71.9K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-514- 8.33% |
$37.3K - $39.8K
|
5.66K
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
20+ 0.71% |
$1.45K - $1.55K
|
2.84K
$216K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 8.33% |
$1.81K - $1.94K
|
275
$20.9K
|