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 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$976K - $1.04M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$2.14M - $2.29M
|
30.2K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.34K - $3.56K
|
47
$3.57K
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-50- 1.78% |
$3.56K - $3.79K
|
2.76K
$209K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.27K- 0.96% |
$162K - $172K
|
234K
$17.8M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72New |
$5.12K - $5.46K
|
72
$5.47K
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
191KNew |
$13.6M - $14.5M
|
191K
$14.5M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
7.3KNew |
$519K - $553K
|
7.3K
$555K
|
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
281KNew |
$20M - $21.3M
|
281K
$21.4M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.1K- 56.43% |
$930K - $991K
|
10.1K
$768K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
574New |
$40.8K - $43.5K
|
574
$43.6K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-531- 42.96% |
$37.8K - $40.2K
|
705
$53.6K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-31.5K- 62.65% |
$2.24M - $2.39M
|
18.8K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.12K- 15.23% |
$79.6K - $84.8K
|
6.23K
$473K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
737K+ 540.87% |
$52.4M - $55.9M
|
874K
$66.4M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$711 - $758
|
1
$76
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-35.8K- 91.62% |
$2.55M - $2.71M
|
3.28K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.15KNew |
$295K - $314K
|
4.15K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$213K - $227K
|
3K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-309- 9.79% |
$22K - $23.4K
|
2.85K
$217K
|
|
|
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
|
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
|
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 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
$551K - $595K
|
7.7K
$586K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.79K+ 28.0% |
$128K - $138K
|
8.18K
$622K
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5KNew |
$358K - $386K
|
5K
$380K
|
|
|
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
|
|
|
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 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
500KNew |
$35.8M - $38.6M
|
500K
$38M
|
|