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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.22K+ 18.31% |
$84.1K - $93K
|
7.9K
$600K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-231- 0.53% |
$15.9K - $17.6K
|
43.5K
$3.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.09K+ 62.61% |
$144K - $159K
|
5.42K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.2K- 68.05% |
$839K - $928K
|
5.72K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
744+ 1.27% |
$51.2K - $56.6K
|
59.2K
$4.5M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 24.72% |
$193K - $214K
|
8.55K
$650K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 3.09% |
$6.4K - $7.08K
|
2.91K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
686New |
$47.2K - $52.2K
|
686
$52.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-987- 14.95% |
$67.9K - $75.1K
|
5.62K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19+ 0.3% |
$1.31K - $1.45K
|
6.27K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
367New |
$25.2K - $27.9K
|
367
$27.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
580+ 19.29% |
$39.9K - $44.1K
|
3.59K
$273K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-129K- 94.37% |
$8.89M - $9.83M
|
7.71K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-933- 23.08% |
$64.2K - $71K
|
3.11K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 39.51% |
$142K - $157K
|
3.16K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.58K- 27.36% |
$108K - $120K
|
4.19K
$318K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-924- 54.1% |
$63.6K - $70.3K
|
784
$59.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$2.68K - $2.97K
|
39
$2.97K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.23% |
$14.8K - $16.4K
|
4.87K
$370K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.47% |
$1.38K - $1.52K
|
4.24K
$322K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-3.45K- 12.4% |
$237K - $262K
|
24.4K
$1.85M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-227- 5.81% |
$15.6K - $17.3K
|
3.68K
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
51New |
$3.51K - $3.88K
|
51
$3.88K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 24.88% |
$88.6K - $98K
|
3.89K
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-33.2K- 91.19% |
$2.28M - $2.53M
|
3.21K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
403+ 12.95% |
$27.7K - $30.7K
|
3.52K
$267K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26.6K+ 57895.65% |
$1.93M - $2.06M
|
26.7K
$2.03M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.6KNew |
$3.38M - $3.61M
|
46.6K
$3.54M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-100- 2.69% |
$7.26K - $7.75K
|
3.62K
$275K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$1.6K - $1.71K
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$739K - $789K
|
10.2K
$774K
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
5.9KNew |
$428K - $457K
|
5.9K
$449K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-343K- 51.98% |
$24.9M - $26.6M
|
317K
$24.1M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.48K- 83.89% |
$108K - $115K
|
285
$21.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.98KNew |
$362K - $386K
|
4.98K
$379K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
682+ 17.02% |
$49.5K - $52.9K
|
4.69K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
21.6KNew |
$1.57M - $1.67M
|
21.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-18.1K- 84.91% |
$1.31M - $1.4M
|
3.22K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.79KNew |
$130K - $139K
|
1.79K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
411+ 9.54% |
$29.8K - $31.9K
|
4.72K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
35.8KNew |
$2.6M - $2.77M
|
35.8K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150New |
$10.9K - $11.6K
|
150
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5.95K+ 14.46% |
$432K - $461K
|
47.1K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
30KNew |
$2.18M - $2.33M
|
30K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.05K- 94.76% |
$76.1K - $81.3K
|
58
$4.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27KNew |
$1.96M - $2.09M
|
27K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-41- 1.0% |
$2.98K - $3.18K
|
4.05K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.85K+ 3.72% |
$135K - $144K
|
51.7K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
300KNew |
$21.8M - $23.3M
|
300K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.7K- 1.44% |
$123K - $132K
|
116K
$8.86M
|
|