Purchases and Sales Made in Q1 2025 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 2025. The information is specifically focused on institutions that hold shares of CONSUMER STAPLES SECTOR SPDR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.64K- 30.36% |
N/A
|
3.76K
$286K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 6.49% |
N/A
|
24.7K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 6.8% |
N/A
|
23.8K
$1.81M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.78K- 40.27% |
N/A
|
2.64K
$201K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 8.43% |
N/A
|
20.4K
$1.55M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.88K- 6.32% |
N/A
|
27.9K
$2.12M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.88K- 17.72% |
N/A
|
8.75K
$665K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.93K- 5.08% |
N/A
|
36.2K
$2.75M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.99K- 5.51% |
N/A
|
34.2K
$2.6M
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2K- 32.6% |
N/A
|
4.13K
$314K
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-2.03K- 15.55% |
N/A
|
11K
$836K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.05K- 33.05% |
N/A
|
4.15K
$316K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 29.07% |
N/A
|
5.06K
$385K
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.21K- 26.89% |
N/A
|
6K
$456K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.23K- 4.1% |
N/A
|
52.2K
$3.97M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.24K- 37.9% |
N/A
|
3.67K
$279K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.26K- 20.12% |
N/A
|
8.96K
$681K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.27K- 16.38% |
N/A
|
11.6K
$883K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.34K- 1.48% |
N/A
|
156K
$11.8M
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.37K- 3.17% |
N/A
|
72.3K
$5.5M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.39K- 5.13% |
N/A
|
44.1K
$3.35M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.42K- 91.4% |
N/A
|
228
$17.3K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.47K- 8.23% |
N/A
|
27.6K
$2.1M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 6.77% |
N/A
|
34.5K
$2.62M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.52K- 3.96% |
N/A
|
60.9K
$4.63M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 5.86% |
N/A
|
40.7K
$3.1M
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.66K- 18.9% |
N/A
|
11.4K
$869K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-2.68K- 72.53% |
N/A
|
1.01K
$77K
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.68K- 14.6% |
N/A
|
15.7K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-2.71K- 74.15% |
N/A
|
945
$71.9K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.71K- 11.37% |
N/A
|
21.1K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.73K- 1.58% |
N/A
|
170K
$12.9M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.87K- 4.77% |
N/A
|
57.3K
$4.36M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.88K- 27.23% |
N/A
|
7.68K
$584K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.89K- 8.89% |
N/A
|
29.6K
$2.25M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.91K- 7.35% |
N/A
|
36.7K
$2.79M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.95K- 19.57% |
N/A
|
12.1K
$920K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.98K- 8.36% |
N/A
|
32.6K
$2.48M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.1K- 10.5% |
N/A
|
26.4K
$2.01M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.11K- 4.86% |
N/A
|
60.8K
$4.62M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.12K- 11.63% |
N/A
|
23.7K
$1.8M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.15K- 44.96% |
N/A
|
3.86K
$293K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.18K- 25.39% |
N/A
|
9.35K
$711K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.19K- 9.35% |
N/A
|
30.9K
$2.35M
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-3.19K- 22.24% |
N/A
|
11.2K
$848K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.21K- 37.45% |
N/A
|
5.36K
$408K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-3.25K- 2.78% |
N/A
|
113K
$8.63M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.35K- 10.77% |
N/A
|
27.8K
$2.11M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.52K- 15.57% |
N/A
|
19.1K
$1.45M
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.52K- 38.64% |
N/A
|
5.58K
$425K
|