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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.13K+ 35.07% |
N/A
|
8.19K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 408.46% |
N/A
|
2.64K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.1K+ 22.21% |
N/A
|
11.6K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 3.63% |
N/A
|
60K
$4.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.03K+ 46.47% |
N/A
|
6.4K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.99K+ 7.8% |
N/A
|
27.5K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.94K+ 1.45% |
N/A
|
136K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.87K+ 32.37% |
N/A
|
7.65K
$582K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.87K+ 1.57% |
N/A
|
121K
$9.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.86K+ 5.16% |
N/A
|
37.8K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.83K+ 2.42% |
N/A
|
77.4K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82K+ 36.25% |
N/A
|
6.84K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$137K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.8K+ 1.83% |
N/A
|
100K
$7.61M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.79K+ 25.71% |
N/A
|
8.75K
$666K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.77K+ 1.48% |
N/A
|
122K
$9.24M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.76K+ 35.61% |
N/A
|
6.7K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.73K+ 0.27% |
N/A
|
646K
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.73K+ 1236.43% |
N/A
|
1.87K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.66K+ 24.08% |
N/A
|
8.53K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.65K+ 1.44% |
N/A
|
116K
$8.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.63K+ 0.95% |
N/A
|
174K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 34.61% |
N/A
|
6.31K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.6K+ 7.74% |
N/A
|
22.3K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.59K+ 17.99% |
N/A
|
10.5K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.59K+ 3.66% |
N/A
|
45.2K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.58K+ 390.35% |
N/A
|
1.98K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.57K+ 8.36% |
N/A
|
20.4K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 2.69% |
N/A
|
59.5K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.54K+ 33.66% |
N/A
|
6.12K
$465K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.53K+ 36.03% |
N/A
|
5.78K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.46K+ 29.11% |
N/A
|
6.48K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1.46K+ 9.76% |
N/A
|
16.4K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.43K+ 9.9% |
N/A
|
15.9K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.41K+ 52.95% |
N/A
|
4.07K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38K+ 15.32% |
N/A
|
10.4K
$788K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.35K+ 118.73% |
N/A
|
2.49K
$189K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.34K+ 26.1% |
N/A
|
6.48K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 48.36% |
N/A
|
4.04K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.31K+ 12.78% |
N/A
|
11.6K
$881K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.31K+ 9.56% |
N/A
|
15K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.31K+ 28.65% |
N/A
|
5.86K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.26K+ 31.76% |
N/A
|
5.24K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.22K+ 63.99% |
N/A
|
3.12K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21K+ 783.12% |
N/A
|
1.36K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 12.06% |
N/A
|
11K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19K+ 2.7% |
N/A
|
45K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.17K+ 56.27% |
N/A
|
3.25K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.16K+ 6.03% |
N/A
|
20.4K
$1.55M
|