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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 16, 2020
Q3 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-372- 4.23% |
N/A
|
8.43K
$641K
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-2.35KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-98.1KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cavalier Investments, LLC
|
SELL
|
- |
-37.1KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.49KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
PUT |
-6KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200+ 50.0% |
N/A
|
600
$45.6K
|
|
|
Nov 04, 2020
Q3 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-4.29KClosed |
N/A
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-35- 97.22% |
N/A
|
1
$76
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Claybrook Capital, LLC
|
SELL
|
- |
-12KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-447Closed |
N/A
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Searcy Financial Services Inc
|
SELL
|
- |
-126KClosed |
N/A
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Perkins Coie Trust CO
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Highland Private Wealth Management
|
SELL
|
- |
-3.89KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96K+ 6.48% |
N/A
|
65.1K
$4.95M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-277KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-396Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.49KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-65.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.63KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
CALL |
-70.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-90KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Private Capital Management, LLC
Naples, FL |
SELL
|
PUT |
-6KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-145KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-97KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Bank Of The West
|
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-18.7KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-39.2KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Bremer Bank National Association
|
SELL
|
- |
-40.5KClosed |
N/A
|
0
$0
|
|