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 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
192+ 3.42% |
$14K - $15.1K
|
5.81K
$442K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
191+ 2.39% |
$14K - $15K
|
8.2K
$623K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
188+ 14.4% |
$13.7K - $14.7K
|
1.49K
$114K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
184+ 400.0% |
$13.4K - $14.4K
|
230
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
178+ 3.2% |
$13K - $14K
|
5.74K
$436K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
176+ 3.89% |
$12.9K - $13.8K
|
4.7K
$357K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
175+ 1.0% |
$12.8K - $13.7K
|
17.7K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
165+ 2.15% |
$12.1K - $12.9K
|
7.85K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
164+ 0.7% |
$12K - $12.9K
|
23.7K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
163+ 1.36% |
$11.9K - $12.8K
|
12.1K
$922K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.89% |
$11.8K - $12.7K
|
8.72K
$663K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
151+ 1.4% |
$11K - $11.8K
|
10.9K
$831K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
149New |
$10.9K - $11.7K
|
149
$11.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
149+ 2.69% |
$10.9K - $11.7K
|
5.69K
$433K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
146+ 0.7% |
$10.7K - $11.4K
|
21.1K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
143+ 0.78% |
$10.5K - $11.2K
|
18.4K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
142+ 1.35% |
$10.4K - $11.1K
|
10.7K
$814K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
140+ 0.64% |
$10.2K - $11K
|
22.2K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
139+ 46.33% |
$10.2K - $10.9K
|
439
$33.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
135+ 2.08% |
$9.87K - $10.6K
|
6.62K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
134+ 0.75% |
$9.79K - $10.5K
|
17.9K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
132+ 1.88% |
$9.65K - $10.3K
|
7.14K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
131+ 167.95% |
$9.57K - $10.3K
|
209
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
131+ 0.63% |
$9.57K - $10.3K
|
20.9K
$1.59M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
130+ 0.75% |
$9.5K - $10.2K
|
17.4K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
125+ 4.45% |
$9.14K - $9.8K
|
2.93K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
124New |
$9.06K - $9.72K
|
124
$9.43K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
122+ 0.73% |
$8.92K - $9.56K
|
16.9K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
120+ 1.87% |
$8.77K - $9.41K
|
6.53K
$497K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
118+ 3.63% |
$8.62K - $9.25K
|
3.37K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
116+ 2.09% |
$8.48K - $9.09K
|
5.65K
$430K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
114+ 2.39% |
$8.33K - $8.94K
|
4.89K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
111+ 0.33% |
$8.11K - $8.7K
|
33.3K
$2.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
107+ 0.49% |
$7.82K - $8.39K
|
21.9K
$1.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
102New |
$7.45K - $8K
|
102
$7.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100+ 14.64% |
$7.31K - $7.84K
|
783
$59.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 6.12% |
$7.31K - $7.84K
|
1.74K
$132K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
97+ 0.64% |
$7.09K - $7.6K
|
15.1K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
96+ 0.23% |
$7.02K - $7.53K
|
42.5K
$3.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
94+ 8.58% |
$6.87K - $7.37K
|
1.19K
$90.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
94New |
$6.87K - $7.37K
|
94
$7.15K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
93New |
$6.8K - $7.29K
|
93
$7.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
91+ 1.63% |
$6.65K - $7.13K
|
5.67K
$431K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
88+ 5.6% |
$6.43K - $6.9K
|
1.66K
$126K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 0.16% |
$5.99K - $6.43K
|
52.2K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
81+ 1.13% |
$5.92K - $6.35K
|
7.27K
$553K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81+ 14.36% |
$5.92K - $6.35K
|
645
$49K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
81+ 8100.0% |
$5.92K - $6.35K
|
82
$6.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
68New |
$4.97K - $5.33K
|
68
$5.17K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
67+ 1.37% |
$4.9K - $5.25K
|
4.97K
$378K
|