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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.79KNew |
$130K - $139K
|
1.79K
$136K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.59KNew |
$115K - $123K
|
1.59K
$121K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.3% |
$77.5K - $82.8K
|
25.9K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
927+ 4.36% |
$67.3K - $71.8K
|
22.2K
$1.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
687+ 4.08% |
$49.9K - $53.2K
|
17.5K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
682+ 17.02% |
$49.5K - $52.9K
|
4.69K
$357K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
595+ 8.24% |
$43.2K - $46.1K
|
7.81K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
411+ 9.54% |
$29.8K - $31.9K
|
4.72K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
406New |
$29.5K - $31.5K
|
406
$30.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
330+ 5.54% |
$24K - $25.6K
|
6.28K
$478K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$21.8K - $23.3K
|
300
$22.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
279+ 4.42% |
$20.3K - $21.6K
|
6.59K
$501K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
274New |
$19.9K - $21.2K
|
274
$20.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
200+ 1.01% |
$14.5K - $15.5K
|
20K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150New |
$10.9K - $11.6K
|
150
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
123New |
$8.93K - $9.53K
|
123
$9.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 1.0% |
$7.26K - $7.75K
|
10.1K
$769K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
68New |
$4.94K - $5.27K
|
68
$5.17K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.01% |
$4.79K - $5.12K
|
6.62K
$503K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65New |
$4.72K - $5.04K
|
65
$4.94K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
38+ 4.31% |
$2.76K - $2.95K
|
919
$69.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
30+ 8.29% |
$2.18K - $2.33K
|
392
$29.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
24+ 0.72% |
$1.74K - $1.86K
|
3.35K
$255K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
20+ 0.71% |
$1.45K - $1.55K
|
2.84K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7New |
$508 - $543
|
7
$532
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.15% |
$290 - $310
|
2.74K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$72.6 - $77.5
|
156
$11.9K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.46M+ 691.64% |
$104M - $111M
|
1.67M
$127M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
737K+ 540.87% |
$52.4M - $55.9M
|
874K
$66.4M
|
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
281KNew |
$20M - $21.3M
|
281K
$21.4M
|
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
191KNew |
$13.6M - $14.5M
|
191K
$14.5M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
112KNew |
$7.97M - $8.5M
|
112K
$8.53M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
69.9KNew |
$4.97M - $5.3M
|
69.9K
$5.31M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$2.14M - $2.29M
|
30.2K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9K+ 92.14% |
$849K - $905K
|
24.9K
$1.89M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
7.33KNew |
$521K - $555K
|
7.33K
$557K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
7.3KNew |
$519K - $553K
|
7.3K
$555K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$462K - $493K
|
6.5K
$494K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.42KNew |
$457K - $487K
|
6.42K
$488K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.15KNew |
$295K - $314K
|
4.15K
$315K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.74KNew |
$266K - $283K
|
3.74K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$213K - $227K
|
3K
$228K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.78KNew |
$198K - $211K
|
2.78K
$212K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
911+ 33.95% |
$64.8K - $69K
|
3.59K
$273K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
671New |
$47.7K - $50.8K
|
671
$51K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
574New |
$40.8K - $43.5K
|
574
$43.6K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
316New |
$22.5K - $23.9K
|
316
$24K
|
|