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 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.61K- 6.78% |
$473K - $510K
|
90.8K
$6.9M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.91KNew |
$208K - $225K
|
2.91K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
116New |
$8.3K - $8.95K
|
116
$8.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.26KNew |
$90.4K - $97.6K
|
1.26K
$96.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
CALL |
600New |
$42.9K - $46.3K
|
600
$45.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
71KNew |
$5.08M - $5.48M
|
71K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-31- 0.35% |
$2.22K - $2.39K
|
8.72K
$663K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
206+ 0.31% |
$14.7K - $15.9K
|
65.7K
$5M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.81K+ 781.29% |
$487K - $525K
|
7.68K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
24+ 3.08% |
$1.72K - $1.85K
|
803
$61.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
178+ 5.82% |
$12.7K - $13.7K
|
3.24K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.57K- 12.54% |
$112K - $121K
|
10.9K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.03KNew |
$288K - $311K
|
4.03K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
817New |
$58.4K - $63.1K
|
817
$62.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.85KNew |
$204K - $220K
|
2.85K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
100+ 126.58% |
$7.15K - $7.72K
|
179
$13.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.2K+ 24.8% |
$85.6K - $92.4K
|
6.02K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.66KNew |
$333K - $360K
|
4.66K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-235- 3.89% |
$16.8K - $18.1K
|
5.81K
$442K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
12.6KNew |
$899K - $971K
|
12.6K
$956K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-600- 96.0% |
$42.9K - $46.3K
|
25
$1.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
183+ 1.34% |
$13.1K - $14.1K
|
13.8K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
11.3K+ 83.36% |
$811K - $875K
|
24.9K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-667- 8.37% |
$47.7K - $51.5K
|
7.31K
$555K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.2KNew |
$300K - $324K
|
4.2K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-400- 10.59% |
$28.6K - $30.9K
|
3.38K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15+ 0.38% |
$1.07K - $1.16K
|
3.94K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
371+ 5.91% |
$26.5K - $28.6K
|
6.64K
$505K
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.37K- 19.81% |
$169K - $183K
|
9.59K
$729K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.13K- 12.31% |
$80.5K - $86.8K
|
8.01K
$609K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.7KNew |
$193K - $208K
|
2.7K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
156New |
$11.2K - $12K
|
156
$11.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.48K+ 105.57% |
$392K - $423K
|
10.7K
$811K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-7.33K- 5.93% |
$524K - $566K
|
116K
$8.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
110KNew |
$7.85M - $8.47M
|
110K
$8.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
101New |
$7.22K - $7.8K
|
101
$7.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.56K+ 16.66% |
$397K - $429K
|
38.9K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.32KNew |
$238K - $257K
|
3.32K
$253K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.13KNew |
$80.8K - $87.2K
|
1.13K
$85.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
381+ 1.54% |
$27.3K - $29.4K
|
25.2K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-97- 1.75% |
$6.94K - $7.49K
|
5.43K
$413K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
40+ 85.11% |
$2.86K - $3.09K
|
87
$6.62K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-191- 45.15% |
$13.7K - $14.7K
|
232
$17.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
647New |
$46.3K - $49.9K
|
647
$49.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.2KNew |
$301K - $324K
|
4.2K
$320K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$2.4M - $2.59M
|
33.6K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
901+ 8.66% |
$64.4K - $69.5K
|
11.3K
$860K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 1.27% |
$1.5K - $1.62K
|
1.63K
$124K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
723KNew |
$51.7M - $55.8M
|
723K
$55M
|