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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.2K+ 58.26% |
N/A
|
22.3K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.2K+ 1.21% |
N/A
|
99.6K
$7.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-627- 1.09% |
N/A
|
56.9K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
105K+ 140.0% |
N/A
|
180K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-100- 2.88% |
N/A
|
3.37K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.5K+ 2.37% |
N/A
|
324K
$24.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-40- 0.01% |
N/A
|
361K
$27.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
3.48KNew |
N/A
|
3.48K
$265K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.07KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
263New |
N/A
|
263
$20K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$288K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
443+ 295.33% |
N/A
|
593
$45.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-7.3K- 21.56% |
N/A
|
26.5K
$2.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
685+ 0.64% |
N/A
|
107K
$8.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
73.8KNew |
N/A
|
73.8K
$5.61M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.07KNew |
N/A
|
3.07K
$233K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
7New |
N/A
|
7
$532
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
41.4KNew |
N/A
|
41.4K
$3.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
344+ 10.49% |
N/A
|
3.62K
$276K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-325- 2.37% |
N/A
|
13.4K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
690+ 2760.0% |
N/A
|
715
$54.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-425- 8.04% |
N/A
|
4.86K
$369K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
198+ 5.84% |
N/A
|
3.59K
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$351K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
135+ 3.84% |
N/A
|
3.65K
$278K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-132- 2.72% |
N/A
|
4.72K
$359K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.31KNew |
N/A
|
2.31K
$176K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
143K+ 2342.98% |
N/A
|
149K
$11.4M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
N/A
|
25
$1.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
42.2K+ 309.92% |
N/A
|
55.8K
$4.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
9.47K+ 116.49% |
N/A
|
17.6K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3New |
N/A
|
3
$228
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-540- 7.89% |
N/A
|
6.3K
$479K
|
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$741K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
61.1KNew |
N/A
|
61.1K
$4.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
61.1KNew |
N/A
|
61.1K
$4.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-71.2KClosed |
N/A
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
34.2KNew |
N/A
|
34.2K
$2.6M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.76KClosed |
N/A
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-41.5K- 57.3% |
N/A
|
30.9K
$2.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.24K- 22.28% |
N/A
|
4.33K
$329K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 9.54% |
N/A
|
20.7K
$1.57M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
54+ 31.21% |
N/A
|
227
$17.3K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 85.09% |
N/A
|
17
$1.29K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
6.1K+ 11.32% |
N/A
|
60K
$4.56M
|
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-15.6K- 9.19% |
N/A
|
154K
$11.7M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-98- 2.38% |
N/A
|
4.02K
$305K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|