Purchases and Sales Made in Q2 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$658 - $706
|
9
$684
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9+ 0.2% |
$658 - $706
|
4.5K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 2.12% |
$658 - $706
|
433
$32.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9+ 0.18% |
$658 - $706
|
5.12K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9+ 1.19% |
$658 - $706
|
764
$58.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.25% |
$585 - $627
|
3.23K
$246K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.38% |
$585 - $627
|
2.12K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
7+ 0.24% |
$512 - $549
|
2.92K
$222K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.13% |
$438 - $470
|
4.57K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6+ 0.16% |
$438 - $470
|
3.68K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$365 - $392
|
28.5K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 1.1% |
$292 - $314
|
366
$27.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.74% |
$292 - $314
|
542
$41.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
$292 - $314
|
1.11K
$84.2K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4+ 0.03% |
$292 - $314
|
15.6K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4+ 0.11% |
$292 - $314
|
3.53K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Sl Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$219 - $235
|
6.3K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.16% |
$219 - $235
|
1.91K
$145K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.38% |
$219 - $235
|
783
$59.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.73% |
$146 - $157
|
277
$21.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.73% |
$146 - $157
|
277
$21.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.24% |
$146 - $157
|
839
$63.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$73.1 - $78.4
|
8.78K
$667K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.61% |
$73.1 - $78.4
|
164
$12.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.95% |
$73.1 - $78.4
|
106
$8.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.71% |
$73.1 - $78.4
|
142
$10.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.22% |
$73.1 - $78.4
|
464
$35.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 7.69% |
$73.1 - $78.4
|
12
$912
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.03% |
$146 - $157
|
5.86K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3- 15.0% |
$219 - $235
|
17
$1.29K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4- 2.92% |
$292 - $314
|
133
$10.1K
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6- 0.21% |
$438 - $470
|
2.8K
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6- 0.07% |
$438 - $470
|
8.91K
$678K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-6- 0.86% |
$438 - $470
|
694
$52.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-7- 0.11% |
$512 - $549
|
6.31K
$480K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-7- 0.01% |
$512 - $549
|
67.6K
$5.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8- 1.25% |
$585 - $627
|
634
$48.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8- 0.22% |
$585 - $627
|
3.69K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.18% |
$658 - $706
|
5.12K
$390K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-9- 0.13% |
$658 - $706
|
6.96K
$529K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-10- 0.61% |
$731 - $784
|
1.63K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11Closed |
$804 - $862
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-11- 1.06% |
$804 - $862
|
1.03K
$77.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 0.1% |
$804 - $862
|
10.9K
$827K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14- 0.16% |
$1.02K - $1.1K
|
8.58K
$653K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-14- 8.54% |
$1.02K - $1.1K
|
150
$11.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-15- 0.22% |
$1.1K - $1.18K
|
6.66K
$506K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16- 0.37% |
$1.17K - $1.25K
|
4.26K
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-17- 0.56% |
$1.24K - $1.33K
|
3.05K
$232K
|