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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.54KNew |
$367K - $400K
|
5.54K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-865- 4.08% |
$57.3K - $62.5K
|
20.3K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
50New |
$3.31K - $3.62K
|
50
$3.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
105New |
$6.95K - $7.59K
|
105
$7.98K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.02K- 32.52% |
$134K - $146K
|
4.19K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
80New |
$5.3K - $5.78K
|
80
$6.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$1.39K - $1.52K
|
21
$1.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$245K - $268K
|
3.7K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.7KNew |
$706K - $771K
|
10.7K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.64% |
$6.62K - $7.23K
|
840
$63.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.58KNew |
$436K - $476K
|
6.58K
$500K
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-8- 0.05% |
$530 - $578
|
16.2K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.46K- 32.59% |
$163K - $178K
|
5.08K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
99+ 0.76% |
$6.56K - $7.16K
|
13.2K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 15.0% |
$9.93K - $10.8K
|
850
$64.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.8KNew |
$977K - $1.07M
|
14.8K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.09KNew |
$204K - $223K
|
3.09K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.6KNew |
$701K - $766K
|
10.6K
$805K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
7KNew |
$464K - $506K
|
7K
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
128+ 42.67% |
$8.48K - $9.25K
|
428
$32.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-524- 4.07% |
$34.7K - $37.9K
|
12.3K
$939K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-67- 1.63% |
$4.44K - $4.84K
|
4.05K
$308K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
260New |
$17.2K - $18.8K
|
260
$19.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
376+ 2.66% |
$24.9K - $27.2K
|
14.5K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.16KNew |
$209K - $228K
|
3.16K
$240K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-836- 3.42% |
$55.4K - $60.4K
|
23.6K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.32K- 35.61% |
$153K - $168K
|
4.19K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
120+ 120.0% |
$7.95K - $8.68K
|
220
$16.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-966- 8.01% |
$64K - $69.8K
|
11.1K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
51New |
$3.38K - $3.69K
|
51
$3.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3KNew |
$199K - $217K
|
3K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20New |
$1.32K - $1.45K
|
20
$1.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
735+ 4.5% |
$48.7K - $53.1K
|
17.1K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.88KNew |
$323K - $353K
|
4.88K
$371K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.72KNew |
$246K - $269K
|
3.72K
$283K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-615- 33.92% |
$40.7K - $44.5K
|
1.2K
$91.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
65New |
$4.3K - $4.7K
|
65
$4.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.5KNew |
$692K - $756K
|
10.5K
$795K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
6.59KNew |
$436K - $476K
|
6.59K
$501K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
78New |
$5.17K - $5.64K
|
78
$5.93K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1New |
$66.2 - $72.3
|
1
$76
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.12KNew |
$207K - $226K
|
3.12K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
6KNew |
$398K - $434K
|
6K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.3KNew |
$284K - $311K
|
4.3K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.02K- 41.86% |
$200K - $218K
|
4.2K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.97KNew |
$196K - $214K
|
2.97K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-158- 5.21% |
$10.5K - $11.4K
|
2.88K
$219K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
615New |
$40.7K - $44.5K
|
615
$46.8K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
225+ 18.75% |
$14.9K - $16.3K
|
1.43K
$108K
|