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 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-19.1KClosed |
N/A
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-77- 25.67% |
N/A
|
223
$17K
|
|
|
May 06, 2021
Q1 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-455Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-9.96KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.98KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-672Closed |
N/A
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-162Closed |
N/A
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
300New |
N/A
|
300
$22.8K
|
|
|
Apr 27, 2021
Q1 2021
|
Nippon Life Insurance CO
|
SELL
|
- |
-7.87MClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.18K- 34.06% |
N/A
|
2.28K
$173K
|
|
|
Apr 22, 2021
Q1 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-5.35KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Coho Partners, Ltd.
|
SELL
|
- |
-9.79KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.97KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-474Closed |
N/A
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
200New |
N/A
|
200
$15.2K
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
366New |
N/A
|
366
$27.8K
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
CALL |
20.3KNew |
N/A
|
20.3K
$1.54M
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4KNew |
N/A
|
4K
$304K
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-201Closed |
N/A
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
84+ 23.66% |
N/A
|
439
$33.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
686New |
N/A
|
686
$52.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-80Closed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-30KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-154KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-1.16MClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 43.55% |
N/A
|
324
$24.6K
|
|
|
Feb 10, 2021
Q4 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.83KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-56KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
20New |
N/A
|
20
$1.52K
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
163KNew |
N/A
|
163K
$12.4M
|
|
|
Jan 25, 2021
Q4 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-131KClosed |
N/A
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.28KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$1.11M
|
|
|
Jan 13, 2021
Q4 2020
|
Ballew Advisors, Inc
|
SELL
|
- |
-9.64KClosed |
N/A
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.72KClosed |
N/A
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 90.91% |
N/A
|
100
$7.6K
|
|
| Q3 2020 | |||||||
|
Feb 28, 2023
Q3 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
20+ 0.18% |
N/A
|
11.1K
$842K
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-18.1KClosed |
N/A
|
0
$0
|
|