Latest Institutional Purchases of Consumer Staples Sector Spdr (XLP)
This list provides information on the latest institutional transactions involving Consumer Staples Sector Spdr (XLP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.42KNew |
$184K - $184K
|
2.42K
$184K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.42KNew |
$184K - $184K
|
2.42K
$184K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.37K+ 12.55% |
$180K - $180K
|
21.2K
$1.62M
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.27KNew |
$172K - $172K
|
2.27K
$172K
|
|
Nov 14, 2024
Q3 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
2KNew |
$152K - $152K
|
2K
$152K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.75K+ 50.4% |
$133K - $133K
|
5.21K
$396K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.74K+ 21.62% |
$132K - $132K
|
9.78K
$743K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.71KNew |
$130K - $130K
|
1.71K
$130K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.34KNew |
$102K - $102K
|
1.34K
$102K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.29KNew |
$97.9K - $97.9K
|
1.29K
$97.9K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.01KNew |
$76.8K - $76.8K
|
1.01K
$76.8K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.01KNew |
$76.6K - $76.6K
|
1.01K
$76.6K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
660+ 25.1% |
$50.2K - $50.2K
|
3.29K
$250K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
636+ 9.61% |
$48.4K - $48.4K
|
7.25K
$551K
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
500New |
$38K - $38K
|
500
$38K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$38K - $38K
|
500
$38K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
482New |
$36.7K - $36.7K
|
482
$36.7K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
468+ 2.05% |
$35.6K - $35.6K
|
23.3K
$1.77M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
454New |
$34.5K - $34.5K
|
454
$34.5K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
337New |
$25.6K - $25.6K
|
337
$25.6K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
305New |
$23.2K - $23.2K
|
305
$23.2K
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
254+ 1.01% |
$19.3K - $19.3K
|
25.4K
$1.93M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$15.8K - $15.8K
|
208
$15.8K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
179New |
$13.6K - $13.6K
|
179
$13.6K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
149+ 7.0% |
$11.3K - $11.3K
|
2.28K
$173K
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
145New |
$11K - $11K
|
145
$11K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$9.51K - $9.51K
|
125
$9.51K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$9.12K - $9.12K
|
120
$9.12K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117New |
$8.9K - $8.9K
|
117
$8.9K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102+ 0.76% |
$7.76K - $7.76K
|
13.6K
$1.03M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
94New |
$7.15K - $7.15K
|
94
$7.15K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
84New |
$6.39K - $6.39K
|
84
$6.39K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
74+ 4.38% |
$5.63K - $5.63K
|
1.76K
$134K
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
63+ 2.26% |
$4.79K - $4.79K
|
2.85K
$217K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62New |
$4.71K - $4.71K
|
62
$4.71K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$3.12K - $3.12K
|
41
$3.12K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
38New |
$2.89K - $2.89K
|
38
$2.89K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 383.33% |
$1.75K - $1.75K
|
29
$2.21K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
23New |
$1.75K - $1.75K
|
23
$1.75K
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
21+ 1.75% |
$1.6K - $1.6K
|
1.22K
$92.8K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
350KNew |
$25.6M - $27.4M
|
350K
$26.6M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
198K+ 3302033.25% |
$14.5M - $15.5M
|
198K
$15.1M
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
194KNew |
$14.2M - $15.2M
|
194K
$14.8M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
81.1K+ 2445.12% |
$5.93M - $6.36M
|
84.4K
$6.42M
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
78.2K+ 42.6% |
$5.72M - $6.13M
|
262K
$19.9M
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
50KNew |
$3.65M - $3.92M
|
50K
$3.8M
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
49KNew |
$3.58M - $3.84M
|
49K
$3.73M
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
47.6KNew |
$3.48M - $3.73M
|
47.6K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
46KNew |
$3.36M - $3.61M
|
46K
$3.5M
|