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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-620- 19.0% |
N/A
|
2.64K
$201K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17+ 0.51% |
N/A
|
3.33K
$253K
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.33K- 65.93% |
N/A
|
3.79K
$288K
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-13.5K- 17.32% |
N/A
|
64.2K
$4.88M
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-130- 3.2% |
N/A
|
3.93K
$299K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
48+ 0.43% |
N/A
|
11.3K
$859K
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
345K+ 54.15% |
N/A
|
981K
$74.6M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-999- 11.55% |
N/A
|
7.65K
$582K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.81K- 16.03% |
N/A
|
35.7K
$2.71M
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.25K- 0.55% |
N/A
|
409K
$31.1M
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15+ 0.32% |
N/A
|
4.66K
$354K
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-7.43K- 36.87% |
N/A
|
12.7K
$968K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.3KNew |
N/A
|
45.3K
$3.44M
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.76% |
N/A
|
1.06K
$80.8K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.81K- 39.65% |
N/A
|
5.8K
$441K
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$440K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-840K- 23.09% |
N/A
|
2.8M
$213M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
32+ 0.35% |
N/A
|
9.07K
$689K
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.7KNew |
N/A
|
33.7K
$2.56M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
232K+ 650.19% |
N/A
|
268K
$20.3M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
108New |
N/A
|
108
$8.21K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.1K- 23.77% |
N/A
|
51.5K
$3.92M
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
416+ 2.05% |
N/A
|
20.7K
$1.57M
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-287- 4.69% |
N/A
|
5.83K
$443K
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.67K- 72.91% |
N/A
|
1.73K
$132K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.14K+ 94.83% |
N/A
|
2.34K
$178K
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$219K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-199- 9.94% |
N/A
|
1.8K
$137K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.08K+ 20.0% |
N/A
|
24.5K
$1.86M
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-11- 0.19% |
N/A
|
5.77K
$439K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-78.1K- 6.75% |
N/A
|
1.08M
$82.1M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
37+ 0.32% |
N/A
|
11.6K
$884K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
349+ 0.55% |
N/A
|
64.2K
$4.88M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-980- 3.01% |
N/A
|
31.5K
$2.4M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-70.9K- 80.26% |
N/A
|
17.4K
$1.33M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-297- 2.38% |
N/A
|
12.2K
$925K
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
400+ 2.95% |
N/A
|
14K
$1.06M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$200K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.43K- 13.04% |
N/A
|
9.51K
$723K
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-157- 2.41% |
N/A
|
6.35K
$483K
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.72K+ 9.1% |
N/A
|
20.6K
$1.56M
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.21K+ 1207.0% |
N/A
|
1.31K
$99.4K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
423+ 4.57% |
N/A
|
9.69K
$737K
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
362+ 0.74% |
N/A
|
49.5K
$3.76M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.79K+ 22.49% |
N/A
|
26.1K
$1.98M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 17.55% |
N/A
|
10.3K
$782K
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$195K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.45M- 99.88% |
N/A
|
1.72K
$131K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-307- 2.63% |
N/A
|
11.4K
$864K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-116K- 89.69% |
N/A
|
13.3K
$1.01M
|