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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
24+ 0.72% |
$1.74K - $1.86K
|
3.35K
$255K
|
|
| Q1 2023 | |||||||
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
7.33KNew |
$521K - $555K
|
7.33K
$557K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
112KNew |
$7.97M - $8.5M
|
112K
$8.53M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.66KClosed |
$260K - $277K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.2KClosed |
$85.3K - $90.9K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.72KClosed |
$264K - $282K
|
0
$0
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 100.0% |
$3.56K - $3.79K
|
100
$7.6K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.91K- 39.07% |
$136K - $145K
|
2.99K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35New |
$2.49K - $2.65K
|
35
$2.66K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9K+ 92.14% |
$849K - $905K
|
24.9K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-305- 9.42% |
$21.7K - $23.1K
|
2.93K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-678- 1.99% |
$48.2K - $51.4K
|
33.4K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
PUT |
-3MClosed |
$213M - $227M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
69.9KNew |
$4.97M - $5.3M
|
69.9K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-255- 53.13% |
$18.1K - $19.3K
|
225
$17.1K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 34.36% |
$7.11K - $7.58K
|
191
$14.5K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-543- 37.92% |
$38.6K - $41.1K
|
889
$67.6K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-451Closed |
$32.1K - $34.2K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-189- 4.89% |
$13.4K - $14.3K
|
3.68K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.46M+ 691.64% |
$104M - $111M
|
1.67M
$127M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$462K - $493K
|
6.5K
$494K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-37- 1.18% |
$2.63K - $2.8K
|
3.09K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-47.6K- 87.68% |
$3.38M - $3.61M
|
6.69K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
45New |
$3.2K - $3.41K
|
45
$3.42K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
316New |
$22.5K - $23.9K
|
316
$24K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$976K - $1.04M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$2.14M - $2.29M
|
30.2K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.34K - $3.56K
|
47
$3.57K
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-50- 1.78% |
$3.56K - $3.79K
|
2.76K
$209K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.27K- 0.96% |
$162K - $172K
|
234K
$17.8M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72New |
$5.12K - $5.46K
|
72
$5.47K
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
191KNew |
$13.6M - $14.5M
|
191K
$14.5M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
7.3KNew |
$519K - $553K
|
7.3K
$555K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-452K- 100.0% |
$32.2M - $34.3M
|
4
$304
|
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
281KNew |
$20M - $21.3M
|
281K
$21.4M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.1K- 56.43% |
$930K - $991K
|
10.1K
$768K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
574New |
$40.8K - $43.5K
|
574
$43.6K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-531- 42.96% |
$37.8K - $40.2K
|
705
$53.6K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-31.5K- 62.65% |
$2.24M - $2.39M
|
18.8K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.12K- 15.23% |
$79.6K - $84.8K
|
6.23K
$473K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
737K+ 540.87% |
$52.4M - $55.9M
|
874K
$66.4M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$711 - $758
|
1
$76
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
55+ 14.1% |
$3.91K - $4.17K
|
445
$33.8K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-35.8K- 91.62% |
$2.55M - $2.71M
|
3.28K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.15KNew |
$295K - $314K
|
4.15K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$213K - $227K
|
3K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-309- 9.79% |
$22K - $23.4K
|
2.85K
$217K
|
|