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 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
53+ 1.85% |
$3.87K - $4.16K
|
2.92K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 4.7% |
$3.51K - $3.76K
|
1.07K
$81.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 1.8% |
$3.43K - $3.68K
|
2.65K
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
46+ 0.31% |
$3.36K - $3.61K
|
15K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
46+ 1.73% |
$3.36K - $3.61K
|
2.7K
$205K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45+ 0.76% |
$3.29K - $3.53K
|
5.93K
$451K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
45+ 0.48% |
$3.29K - $3.53K
|
9.38K
$713K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 0.38% |
$3.22K - $3.45K
|
11.7K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
43+ 0.93% |
$3.14K - $3.37K
|
4.68K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
42+ 3.46% |
$3.07K - $3.29K
|
1.26K
$95.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 4.18% |
$3K - $3.21K
|
1.02K
$77.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.21% |
$2.92K - $3.14K
|
19.5K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
40+ 1.5% |
$2.92K - $3.14K
|
2.71K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
37+ 0.64% |
$2.7K - $2.9K
|
5.79K
$440K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
36+ 9.5% |
$2.63K - $2.82K
|
415
$31.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35New |
$2.56K - $2.74K
|
35
$2.66K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
34+ 0.21% |
$2.48K - $2.67K
|
16K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 0.73% |
$2.41K - $2.59K
|
4.58K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
33+ 0.1% |
$2.41K - $2.59K
|
32.5K
$2.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
32New |
$2.34K - $2.51K
|
32
$2.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
31+ 0.05% |
$2.27K - $2.43K
|
67K
$5.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28New |
$2.05K - $2.2K
|
28
$2.13K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 0.3% |
$1.83K - $1.96K
|
8.49K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
25+ 0.75% |
$1.83K - $1.96K
|
3.34K
$254K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
24+ 2.76% |
$1.75K - $1.88K
|
894
$68K
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
23+ 0.76% |
$1.68K - $1.8K
|
3.05K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
22New |
$1.61K - $1.72K
|
22
$1.67K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$1.46K - $1.57K
|
20
$1.52K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
19+ 0.68% |
$1.39K - $1.49K
|
2.82K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
18+ 0.53% |
$1.32K - $1.41K
|
3.44K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
18+ 0.3% |
$1.32K - $1.41K
|
5.97K
$454K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 0.23% |
$1.24K - $1.33K
|
7.31K
$556K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17+ 0.57% |
$1.24K - $1.33K
|
3.01K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
16+ 0.33% |
$1.17K - $1.25K
|
4.85K
$369K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
16+ 0.34% |
$1.17K - $1.25K
|
4.7K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15+ 0.22% |
$1.1K - $1.18K
|
6.8K
$517K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 2.5% |
$1.1K - $1.18K
|
615
$46.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15+ 0.5% |
$1.1K - $1.18K
|
3K
$228K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
13+ 7.26% |
$950 - $1.02K
|
192
$14.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
12+ 0.09% |
$877 - $941
|
13.8K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.06% |
$804 - $862
|
17.6K
$1.34M
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
11New |
$804 - $862
|
11
$836
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.2% |
$804 - $862
|
5.57K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
11+ 0.17% |
$804 - $862
|
6.47K
$492K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
10+ 0.37% |
$731 - $784
|
2.7K
$205K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$658 - $706
|
9
$684
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9+ 1.19% |
$658 - $706
|
764
$58.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9+ 0.18% |
$658 - $706
|
5.12K
$389K
|
|
|
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
|