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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.54K+ 3.95% |
N/A
|
251K
$19.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.24K- 1.71% |
N/A
|
71.3K
$5.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.05K+ 2.4% |
N/A
|
173K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.19K- 11.66% |
N/A
|
9.04K
$687K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-890- 2.73% |
N/A
|
31.7K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.9K+ 17.12% |
N/A
|
239K
$18.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-112K- 28.51% |
N/A
|
281K
$21.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.02% |
N/A
|
10.6K
$806K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-11- 52.38% |
N/A
|
10
$760
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 1.67% |
N/A
|
27.4K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-5.35K- 8.94% |
N/A
|
54.5K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.36K+ 7.37% |
N/A
|
63.5K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.91KNew |
N/A
|
4.91K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
32.8KNew |
N/A
|
32.8K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.74K- 9.92% |
N/A
|
24.8K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.35K+ 9.61% |
N/A
|
15.4K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-60- 2.07% |
N/A
|
2.84K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
5.07K+ 48.09% |
N/A
|
15.6K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.85KNew |
N/A
|
3.85K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.39K- 37.26% |
N/A
|
14.1K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-310- 8.79% |
N/A
|
3.22K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
225New |
N/A
|
225
$17.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
232KNew |
N/A
|
232K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.58K+ 8.23% |
N/A
|
33.9K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-408- 3.0% |
N/A
|
13.2K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.04K- 14.7% |
N/A
|
17.7K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
24+ 0.27% |
N/A
|
8.78K
$668K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9K+ 112.73% |
N/A
|
22.5K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 2.52% |
N/A
|
39.7K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
917+ 7.57% |
N/A
|
13K
$991K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-280- 50.0% |
N/A
|
280
$21.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
N/A
|
7.65K
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.43KNew |
N/A
|
8.43K
$641K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
57+ 0.55% |
N/A
|
10.5K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
16.2K+ 470.89% |
N/A
|
19.7K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-340- 11.69% |
N/A
|
2.57K
$195K
|
|
|
Aug 07, 2025
Q2 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
600+ 0.49% |
N/A
|
123K
$9.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.53K+ 13.41% |
N/A
|
21.4K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
513+ 16.36% |
N/A
|
3.65K
$277K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
135+ 5.96% |
N/A
|
2.4K
$182K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.3K+ 209.75% |
N/A
|
15.2K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
888+ 3.44% |
N/A
|
26.7K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.01% |
N/A
|
33.8K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.09K- 6.1% |
N/A
|
47.6K
$3.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
745KNew |
N/A
|
745K
$56.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174K+ 25.47% |
N/A
|
856K
$65.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.53K- 17.06% |
N/A
|
7.43K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 5.8% |
N/A
|
63K
$4.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-130- 1.1% |
N/A
|
11.7K
$892K
|