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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.78K+ 3.61% |
N/A
|
223K
$17M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.6K+ 36.35% |
N/A
|
28.5K
$2.17M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.5K+ 8066.67% |
N/A
|
7.6K
$578K
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
7.31K+ 43.61% |
N/A
|
24.1K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.73KNew |
N/A
|
6.73K
$511K
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.66K+ 117.01% |
N/A
|
12.4K
$939K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.64K+ 8.9% |
N/A
|
81.3K
$6.18M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 1.68% |
N/A
|
400K
$30.4M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.51K+ 4.67% |
N/A
|
146K
$11.1M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.4K+ 16.14% |
N/A
|
46K
$3.5M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
6.33K+ 31.1% |
N/A
|
26.7K
$2.03M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.26K+ 5.85% |
N/A
|
113K
$8.61M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.91KNew |
N/A
|
5.91K
$450K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5.72KNew |
N/A
|
5.72K
$435K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.65KNew |
N/A
|
5.65K
$430K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
5.51K+ 27.95% |
N/A
|
25.2K
$1.92M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$416K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.46KNew |
N/A
|
5.46K
$415K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.28K+ 28.36% |
N/A
|
23.9K
$1.82M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.22K+ 49.03% |
N/A
|
15.9K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.13K+ 16.81% |
N/A
|
35.7K
$2.71M
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$390K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.11K+ 18.31% |
N/A
|
33K
$2.51M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.08K+ 37.99% |
N/A
|
18.5K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.06KNew |
N/A
|
5.06K
$384K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.03KNew |
N/A
|
5.03K
$383K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.89K+ 2293.9% |
N/A
|
5.1K
$388K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$361K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.57KNew |
N/A
|
4.57K
$348K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
4.53K+ 5.89% |
N/A
|
81.4K
$6.19M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.4K+ 40.54% |
N/A
|
15.3K
$1.16M
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.32K+ 5.89% |
N/A
|
77.7K
$5.91M
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
4.32K+ 62.17% |
N/A
|
11.3K
$856K
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.22K+ 6.92% |
N/A
|
65.1K
$4.95M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.12K+ 35.47% |
N/A
|
15.8K
$1.2M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.06K+ 132.25% |
N/A
|
7.13K
$542K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4K+ 5.65% |
N/A
|
74.8K
$5.69M
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$301K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.96K+ 56.09% |
N/A
|
11K
$839K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.96K+ 14.16% |
N/A
|
31.9K
$2.43M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.94K+ 11.74% |
N/A
|
37.5K
$2.85M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.92KNew |
N/A
|
3.92K
$298K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.84KNew |
N/A
|
3.84K
$292K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.83K+ 7.37% |
N/A
|
55.7K
$4.24M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.77K+ 116.54% |
N/A
|
7.01K
$533K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 65.0% |
N/A
|
9.46K
$719K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$281K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.66K+ 9.44% |
N/A
|
42.4K
$3.22M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.62KNew |
N/A
|
3.62K
$275K
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.62KNew |
N/A
|
3.62K
$275K
|