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 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 36.43% |
N/A
|
13.5K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.49K+ 140.52% |
N/A
|
5.97K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.41KNew |
N/A
|
3.41K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.39K+ 21.9% |
N/A
|
18.9K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.33K+ 24.58% |
N/A
|
16.9K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.29K+ 5.12% |
N/A
|
67.6K
$5.14M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.27K+ 29.5% |
N/A
|
14.4K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.25K+ 54.0% |
N/A
|
9.26K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.23K+ 36.25% |
N/A
|
12.2K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$240K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.15K+ 335.21% |
N/A
|
4.09K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.12K+ 7.98% |
N/A
|
42.3K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.07KNew |
N/A
|
3.07K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.06K+ 20.91% |
N/A
|
17.7K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.03K+ 18.98% |
N/A
|
19K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.02K+ 16.3% |
N/A
|
21.6K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.02K+ 5.64% |
N/A
|
56.6K
$4.31M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$229K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.84K+ 32.59% |
N/A
|
11.6K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.81K+ 2.95% |
N/A
|
97.9K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
2.81KNew |
N/A
|
2.81K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.8K+ 10.07% |
N/A
|
30.6K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$213K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.76K+ 11.64% |
N/A
|
26.5K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.76K+ 6.06% |
N/A
|
48.3K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$210K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.69KNew |
N/A
|
2.69K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.64K+ 1.7% |
N/A
|
157K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.64K+ 4.23% |
N/A
|
64.9K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.59K+ 7.11% |
N/A
|
39.1K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.57KNew |
N/A
|
2.57K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.55K+ 6.37% |
N/A
|
42.5K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.54K+ 41.44% |
N/A
|
8.67K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.43K+ 100.21% |
N/A
|
4.85K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.4K+ 0.44% |
N/A
|
552K
$42M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.31KNew |
N/A
|
2.31K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.29K+ 1.27% |
N/A
|
183K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
2.27K+ 12.89% |
N/A
|
19.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.19K+ 3.85% |
N/A
|
59.1K
$4.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.16K+ 1.7% |
N/A
|
129K
$9.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$164K
|