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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.23KNew |
$231K - $246K
|
3.23K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
60.4KNew |
$4.33M - $4.61M
|
60.4K
$4.59M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.5KNew |
$322K - $344K
|
4.5K
$342K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
21.7KNew |
$1.55M - $1.65M
|
21.7K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-815- 20.0% |
$58.3K - $62.2K
|
3.26K
$248K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13K+ 271.29% |
$931K - $993K
|
17.8K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.91KNew |
$208K - $222K
|
2.91K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
131KNew |
$9.41M - $10M
|
131K
$9.99M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.32K+ 490.84% |
$238K - $254K
|
4K
$304K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-190- 48.72% |
$13.6K - $14.5K
|
200
$15.2K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 33.33% |
$71.6 - $76.4
|
2
$152
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.64K- 36.62% |
$404K - $431K
|
9.76K
$742K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
28+ 0.59% |
$2K - $2.14K
|
4.81K
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
195+ 8.65% |
$14K - $14.9K
|
2.45K
$186K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.84KNew |
$203K - $217K
|
2.84K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
999+ 16.87% |
$71.5K - $76.3K
|
6.92K
$526K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$14.3K - $15.3K
|
200
$15.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
154+ 3.78% |
$11K - $11.8K
|
4.22K
$321K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20New |
$1.43K - $1.53K
|
20
$1.52K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.18K+ 0.85% |
$227K - $243K
|
376K
$28.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.44KNew |
$389K - $415K
|
5.44K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$71.6 - $76.4
|
118
$8.97K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
721New |
$51.6K - $55.1K
|
721
$54.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-26.5K- 65.4% |
$1.89M - $2.02M
|
14K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-120K- 79.25% |
$8.58M - $9.16M
|
31.4K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
11.5K+ 15933.33% |
$821K - $876K
|
11.5K
$878K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-56- 7.41% |
$4.01K - $4.28K
|
700
$53.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
40.4K+ 47.64% |
$2.89M - $3.08M
|
125K
$9.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10- 0.34% |
$716 - $764
|
2.97K
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
12.4KNew |
$889K - $949K
|
12.4K
$945K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.08K- 48.87% |
$220K - $235K
|
3.22K
$245K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-200- 4.78% |
$14.3K - $15.3K
|
3.98K
$303K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.46K- 35.62% |
$104K - $111K
|
2.63K
$200K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
CALL |
6KNew |
$397K - $434K
|
6K
$456K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
40New |
$2.65K - $2.89K
|
40
$3.04K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.29KNew |
$85.5K - $93.3K
|
1.29K
$98.2K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$6.62K - $7.23K
|
100
$7.6K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
381New |
$25.2K - $27.5K
|
381
$29K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
399+ 39900.0% |
$26.4K - $28.8K
|
400
$30.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17New |
$1.13K - $1.23K
|
17
$1.29K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-10.7K- 24.64% |
$706K - $771K
|
32.6K
$2.48M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
117New |
$7.75K - $8.46K
|
117
$8.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
22.8KNew |
$1.51M - $1.65M
|
22.8K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
272New |
$18K - $19.7K
|
272
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-136K- 96.14% |
$8.99M - $9.82M
|
5.46K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-251- 5.73% |
$16.6K - $18.1K
|
4.13K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.52KNew |
$630K - $688K
|
9.52K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
188New |
$12.4K - $13.6K
|
188
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
438+ 608.33% |
$29K - $31.7K
|
510
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-147- 62.03% |
$9.73K - $10.6K
|
90
$6.84K
|
|