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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
96+ 8.51% |
$6.6K - $7.31K
|
1.22K
$93.1K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
51New |
$3.51K - $3.88K
|
51
$3.88K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49+ 61.25% |
$3.37K - $3.73K
|
129
$9.81K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
47New |
$3.23K - $3.58K
|
47
$3.57K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$2.68K - $2.97K
|
39
$2.97K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27New |
$1.86K - $2.05K
|
27
$2.05K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.47% |
$1.38K - $1.52K
|
4.24K
$322K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19+ 0.3% |
$1.31K - $1.45K
|
6.27K
$477K
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17+ 0.53% |
$1.17K - $1.29K
|
3.23K
$246K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 5.41% |
$688 - $761
|
195
$14.8K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 15.0% |
$413 - $457
|
46
$3.5K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.75M+ 291.45% |
$127M - $136M
|
2.35M
$179M
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
760KNew |
$55.2M - $58.9M
|
760K
$57.8M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
300KNew |
$21.8M - $23.3M
|
300K
$22.8M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
225K+ 6186.67% |
$16.3M - $17.4M
|
228K
$17.4M
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
197KNew |
$14.3M - $15.2M
|
197K
$15M
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
84.4KNew |
$6.12M - $6.54M
|
84.4K
$6.41M
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.6KNew |
$3.38M - $3.61M
|
46.6K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
46.2KNew |
$3.35M - $3.58M
|
46.2K
$3.51M
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
42.1KNew |
$3.06M - $3.26M
|
42.1K
$3.2M
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
41.4KNew |
$3M - $3.21M
|
41.4K
$3.15M
|
|
Aug 14, 2023
Q2 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
35.8KNew |
$2.6M - $2.77M
|
35.8K
$2.72M
|
|
Aug 14, 2023
Q2 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
30KNew |
$2.18M - $2.33M
|
30K
$2.28M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.3K+ 13.57% |
$2.13M - $2.27M
|
245K
$18.6M
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27KNew |
$1.96M - $2.09M
|
27K
$2.05M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26.6K+ 57895.65% |
$1.93M - $2.06M
|
26.7K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
21.6KNew |
$1.57M - $1.67M
|
21.6K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.6K+ 55.12% |
$1.42M - $1.52M
|
55.2K
$4.2M
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
16.1KNew |
$1.17M - $1.25M
|
16.1K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.7KNew |
$993K - $1.06M
|
13.7K
$1.04M
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$739K - $789K
|
10.2K
$774K
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$730K - $780K
|
10.1K
$765K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$664K - $709K
|
9.15K
$695K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
7.96KNew |
$578K - $617K
|
7.96K
$605K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.92KNew |
$575K - $614K
|
7.92K
$602K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.44KNew |
$540K - $576K
|
7.44K
$565K
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.82KNew |
$495K - $528K
|
6.82K
$518K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5.95K+ 14.46% |
$432K - $461K
|
47.1K
$3.58M
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
5.9KNew |
$428K - $457K
|
5.9K
$449K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.44KNew |
$395K - $422K
|
5.44K
$414K
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.98KNew |
$362K - $386K
|
4.98K
$379K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$242K - $258K
|
3.33K
$253K
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
3.3KNew |
$240K - $256K
|
3.3K
$251K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$200K - $214K
|
2.76K
$210K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.63KNew |
$191K - $204K
|
2.63K
$200K
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.15K+ 8.86% |
$156K - $166K
|
26.4K
$2M
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.13K+ 3.06% |
$155K - $165K
|
71.9K
$5.47M
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.85K+ 3.72% |
$135K - $144K
|
51.7K
$3.93M
|