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 |
|---|---|---|---|---|---|---|---|
|
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 | |||||||
|
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
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-52- 49.52% |
$3.72K - $4.01K
|
53
$4.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
34.7KNew |
$2.48M - $2.68M
|
34.7K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.6% |
$4.94K - $5.33K
|
11.6K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.36K- 3.9% |
$97.3K - $105K
|
33.5K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
183KNew |
$13.1M - $14.1M
|
183K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
13.4KNew |
$959K - $1.04M
|
13.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
391+ 0.58% |
$28K - $30.2K
|
67.8K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
287New |
$20.5K - $22.2K
|
287
$21.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$21.5K - $23.2K
|
300
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
27+ 0.16% |
$1.93K - $2.08K
|
17.3K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
79.1KNew |
$5.66M - $6.11M
|
79.1K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9New |
$644 - $695
|
9
$684
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
45KNew |
$3.22M - $3.47M
|
45K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
881+ 0.7% |
$63K - $68K
|
127K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
83KNew |
$5.94M - $6.41M
|
83K
$6.31M
|
|
|
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
|
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
|
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
|
|