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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.92KNew |
$209K - $226K
|
2.92K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-300- 1.27% |
$21.5K - $23.2K
|
23.3K
$1.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$429 - $463
|
6
$456
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
38New |
$2.72K - $2.93K
|
38
$2.89K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
2.82KNew |
$202K - $218K
|
2.82K
$215K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.33K+ 7.12% |
$167K - $180K
|
35.1K
$2.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
6.79KNew |
$486K - $524K
|
6.79K
$517K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$5.36K - $5.79K
|
75
$5.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-148- 2.47% |
$10.6K - $11.4K
|
5.84K
$444K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-429- 78.28% |
$30.7K - $33.1K
|
119
$9.05K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.17KNew |
$226K - $244K
|
3.17K
$241K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
15New |
$1.07K - $1.16K
|
15
$1.14K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
391+ 5.35% |
$28K - $30.2K
|
7.7K
$586K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
745New |
$53.3K - $57.5K
|
745
$56.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.24K+ 2.02% |
$88.9K - $95.9K
|
62.9K
$4.78M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
420New |
$30K - $32.4K
|
420
$31.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.85K- 58.2% |
$275K - $297K
|
2.76K
$210K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.16KNew |
$83K - $89.5K
|
1.16K
$88.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12New |
$858 - $926
|
12
$912
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
13.2K+ 8.66% |
$945K - $1.02M
|
166K
$12.6M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.17K+ 9.25% |
$227K - $245K
|
37.5K
$2.85M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-294Closed |
N/A
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.9K+ 71.48% |
N/A
|
4.55K
$346K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-21.9K- 48.69% |
N/A
|
23K
$1.75M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21- 0.38% |
N/A
|
5.51K
$419K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20KNew |
N/A
|
20K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.47K+ 10.6% |
N/A
|
36.3K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
25.7KNew |
N/A
|
25.7K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
80.2KNew |
N/A
|
80.2K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
101KNew |
N/A
|
101K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.6KNew |
N/A
|
2.6K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
533+ 250.23% |
N/A
|
746
$56.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.57K- 47.67% |
N/A
|
3.92K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-56- 23.24% |
N/A
|
185
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.6KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
30+ 0.62% |
N/A
|
4.89K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.56KNew |
N/A
|
3.56K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-179K- 58.22% |
N/A
|
128K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 47.76% |
N/A
|
11.9K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
38.2K+ 88.73% |
N/A
|
81.3K
$6.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
5.6K+ 1.92% |
N/A
|
297K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2K- 0.74% |
N/A
|
270K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
102K+ 190.98% |
N/A
|
155K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
116+ 2.65% |
N/A
|
4.5K
$342K
|
|