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 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.18K- 58.73% |
$84.2K - $89.7K
|
832
$63.3K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-320- 3.05% |
$22.8K - $24.2K
|
10.2K
$774K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 5.64% |
$1.64K - $1.74K
|
385
$29.3K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-185- 30.83% |
$13.2K - $14K
|
415
$31.6K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.93K- 34.4% |
$137K - $146K
|
3.69K
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5.51K- 93.42% |
$392K - $417K
|
388
$29.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
73+ 28.63% |
$5.19K - $5.53K
|
328
$24.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
911+ 33.95% |
$64.8K - $69K
|
3.59K
$273K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
172+ 8.06% |
$12.2K - $13K
|
2.31K
$175K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.87K- 22.13% |
$204K - $217K
|
10.1K
$767K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
281+ 18.66% |
$20K - $21.3K
|
1.79K
$136K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-49- 35.0% |
$3.48K - $3.71K
|
91
$6.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
671New |
$47.7K - $50.8K
|
671
$51K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-36- 4.53% |
$2.56K - $2.73K
|
758
$57.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-585- 4.74% |
$41.6K - $44.3K
|
11.8K
$894K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-283- 52.9% |
$20.1K - $21.4K
|
252
$19.2K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.37K- 76.11% |
$97.2K - $104K
|
429
$32.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.78KNew |
$198K - $211K
|
2.78K
$212K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.74KNew |
$266K - $283K
|
3.74K
$284K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.42KNew |
$457K - $487K
|
6.42K
$488K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$356 - $379
|
5
$380
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-823- 16.59% |
$58.5K - $62.4K
|
4.14K
$315K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.19% |
$356 - $379
|
2.7K
$205K
|
|
| Q4 2022 | |||||||
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5KNew |
$358K - $386K
|
5K
$380K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.51K+ 39.04% |
$180K - $194K
|
8.94K
$680K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-524- 6.84% |
$37.5K - $40.4K
|
7.14K
$543K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
105KNew |
$7.51M - $8.1M
|
105K
$7.98M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
17KNew |
$1.21M - $1.31M
|
17K
$1.29M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
33.5KNew |
$2.39M - $2.58M
|
33.5K
$2.55M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
48New |
$3.43K - $3.71K
|
48
$3.65K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-105- 41.5% |
$7.51K - $8.1K
|
148
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
500KNew |
$35.8M - $38.6M
|
500K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
Luxor Capital Group, LP
New York, NY |
BUY
|
PUT |
500KNew |
$35.8M - $38.6M
|
500K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-52- 49.52% |
$3.72K - $4.01K
|
53
$4.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
34.7KNew |
$2.48M - $2.68M
|
34.7K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.6% |
$4.94K - $5.33K
|
11.6K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.36K- 3.9% |
$97.3K - $105K
|
33.5K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
183KNew |
$13.1M - $14.1M
|
183K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
13.4KNew |
$959K - $1.04M
|
13.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
391+ 0.58% |
$28K - $30.2K
|
67.8K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
287New |
$20.5K - $22.2K
|
287
$21.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$21.5K - $23.2K
|
300
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
27+ 0.16% |
$1.93K - $2.08K
|
17.3K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
79.1KNew |
$5.66M - $6.11M
|
79.1K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
102New |
$7.3K - $7.87K
|
102
$7.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-7.9K- 51.25% |
$565K - $610K
|
7.51K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9New |
$644 - $695
|
9
$684
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
45KNew |
$3.22M - $3.47M
|
45K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
881+ 0.7% |
$63K - $68K
|
127K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
83KNew |
$5.94M - $6.41M
|
83K
$6.31M
|
|