Latest Institutional Sells of Consumer Staples Sector Spdr (XLP)
This list provides information on the latest institutional transactions involving Consumer Staples Sector Spdr (XLP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-251- 5.73% |
$16.6K - $18.1K
|
4.13K
$314K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-163- 4.49% |
$10.8K - $11.8K
|
3.47K
$264K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-158- 5.21% |
$10.5K - $11.4K
|
2.88K
$219K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 15.0% |
$9.93K - $10.8K
|
850
$64.6K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-147- 62.03% |
$9.73K - $10.6K
|
90
$6.84K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.64% |
$6.62K - $7.23K
|
840
$63.9K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-67- 1.63% |
$4.44K - $4.84K
|
4.05K
$308K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-52- 8.43% |
$3.44K - $3.76K
|
565
$43K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-22- 2.73% |
$1.46K - $1.59K
|
783
$59.5K
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-8- 0.05% |
$530 - $578
|
16.2K
$1.23M
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-409KClosed |
$28.2M - $31.1M
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-129K- 94.37% |
$8.89M - $9.83M
|
7.71K
$586K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.9K- 14.3% |
$2.74M - $3.03M
|
239K
$18.2M
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-33.2K- 91.19% |
$2.28M - $2.53M
|
3.21K
$244K
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.2K- 68.05% |
$839K - $928K
|
5.72K
$435K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.66K- 89.15% |
$458K - $507K
|
810
$61.6K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.55K- 41.96% |
$381K - $422K
|
7.67K
$583K
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-4.54K- 21.49% |
$312K - $345K
|
16.6K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-4.15K- 12.9% |
$286K - $316K
|
28K
$2.13M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-3.45K- 12.4% |
$237K - $262K
|
24.4K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.05K- 8.45% |
$210K - $232K
|
33.1K
$2.52M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 24.72% |
$193K - $214K
|
8.55K
$650K
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.44K- 2.21% |
$168K - $186K
|
108K
$8.24M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 39.51% |
$142K - $157K
|
3.16K
$240K
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.58K- 27.36% |
$108K - $120K
|
4.19K
$318K
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.34K- 21.93% |
$92.1K - $102K
|
4.76K
$362K
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 24.88% |
$88.6K - $98K
|
3.89K
$296K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-987- 14.95% |
$67.9K - $75.1K
|
5.62K
$427K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-943- 2.55% |
$64.9K - $71.8K
|
36.1K
$2.74M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-933- 23.08% |
$64.2K - $71K
|
3.11K
$236K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-924- 54.1% |
$63.6K - $70.3K
|
784
$59.6K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-709- 18.55% |
$48.8K - $54K
|
3.11K
$237K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-431- 51.87% |
$29.7K - $32.8K
|
400
$30.4K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-331- 8.15% |
$22.8K - $25.2K
|
3.73K
$284K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-317- 8.43% |
$21.8K - $24.1K
|
3.44K
$262K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-258- 73.09% |
$17.8K - $19.6K
|
95
$7.22K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-231- 0.53% |
$15.9K - $17.6K
|
43.5K
$3.31M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-227- 5.81% |
$15.6K - $17.3K
|
3.68K
$280K
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.23% |
$14.8K - $16.4K
|
4.87K
$370K
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-198- 1.84% |
$13.6K - $15.1K
|
10.5K
$802K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-163- 84.02% |
$11.2K - $12.4K
|
31
$2.36K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-148- 1.41% |
$10.2K - $11.3K
|
10.4K
$789K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-120- 0.51% |
$8.26K - $9.13K
|
23.3K
$1.77M
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-100- 2.71% |
$6.88K - $7.61K
|
3.59K
$273K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 3.09% |
$6.4K - $7.08K
|
2.91K
$222K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-72- 29.27% |
$4.95K - $5.48K
|
174
$13.2K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-42- 0.98% |
$2.89K - $3.2K
|
4.26K
$324K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-36- 30.0% |
$2.48K - $2.74K
|
84
$6.39K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-343K- 51.98% |
$24.9M - $26.6M
|
317K
$24.1M
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-81.1K- 65.76% |
$5.89M - $6.29M
|
42.2K
$3.21M
|