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 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
250+ 9.09% |
N/A
|
3K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
246New |
N/A
|
246
$18.7K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
246New |
N/A
|
246
$18.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
239+ 49.38% |
N/A
|
723
$55K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238New |
N/A
|
238
$18.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
226+ 3.63% |
N/A
|
6.45K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
210+ 36.02% |
N/A
|
793
$60.3K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
200+ 2.45% |
N/A
|
8.35K
$635K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
196+ 36.84% |
N/A
|
728
$55.4K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
195+ 2.38% |
N/A
|
8.4K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
190+ 3.53% |
N/A
|
5.58K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
180+ 1.78% |
N/A
|
10.3K
$785K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
180+ 1.39% |
N/A
|
13.1K
$997K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
180+ 7.71% |
N/A
|
2.51K
$191K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
177+ 0.96% |
N/A
|
18.5K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
176+ 2.2% |
N/A
|
8.17K
$621K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
175+ 0.26% |
N/A
|
66.7K
$5.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
175+ 0.18% |
N/A
|
97.9K
$7.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
174+ 0.85% |
N/A
|
20.7K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
168New |
N/A
|
168
$12.8K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
160+ 0.73% |
N/A
|
22.1K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
156+ 1.9% |
N/A
|
8.38K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
156+ 4.54% |
N/A
|
3.59K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
156+ 27.66% |
N/A
|
720
$54.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
151+ 5.76% |
N/A
|
2.77K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 1.67% |
N/A
|
9.14K
$695K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
146+ 0.47% |
N/A
|
31.2K
$2.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
145+ 3625.0% |
N/A
|
149
$11.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
136+ 2.16% |
N/A
|
6.44K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
134+ 1.98% |
N/A
|
6.9K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
132New |
N/A
|
132
$10K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
129New |
N/A
|
129
$9.81K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
128+ 2.84% |
N/A
|
4.64K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
127New |
N/A
|
127
$9.66K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
126+ 2.95% |
N/A
|
4.4K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
124+ 1.19% |
N/A
|
10.6K
$803K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
124New |
N/A
|
124
$9.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
122+ 10.81% |
N/A
|
1.25K
$95.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
121New |
N/A
|
121
$9.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
121New |
N/A
|
121
$9.2K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
120+ 1.92% |
N/A
|
6.37K
$484K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
118+ 3.79% |
N/A
|
3.23K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
117+ 1.11% |
N/A
|
10.7K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
115New |
N/A
|
115
$8.74K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
114+ 1.53% |
N/A
|
7.58K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
111+ 144.16% |
N/A
|
188
$14.3K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109+ 0.24% |
N/A
|
45.3K
$3.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
109+ 139.74% |
N/A
|
187
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
105+ 0.99% |
N/A
|
10.7K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
105+ 7.28% |
N/A
|
1.55K
$118K
|