Purchases and Sales Made in Q2 2025 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
30+ 3000.0% |
N/A
|
31
$2.36K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 0.64% |
N/A
|
4.56K
$347K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
27New |
N/A
|
27
$2.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 0.21% |
N/A
|
12.1K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
24+ 0.27% |
N/A
|
8.78K
$668K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24+ 0.09% |
N/A
|
27.8K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
23+ 0.68% |
N/A
|
3.43K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
23+ 0.51% |
N/A
|
4.57K
$348K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.33% |
N/A
|
6.47K
$492K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
20+ 2.78% |
N/A
|
740
$56.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 15.7% |
N/A
|
140
$10.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 85.71% |
N/A
|
39
$2.97K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
18+ 0.52% |
N/A
|
3.51K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17+ 0.51% |
N/A
|
3.33K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
17+ 0.13% |
N/A
|
13.4K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
16+ 0.04% |
N/A
|
45.2K
$3.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
16+ 0.41% |
N/A
|
3.92K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15+ 0.32% |
N/A
|
4.66K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.21% |
N/A
|
7.27K
$553K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
11New |
N/A
|
11
$836
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
10+ 0.16% |
N/A
|
6.38K
$485K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.15% |
N/A
|
5.32K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 0.31% |
N/A
|
2.56K
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.76% |
N/A
|
1.06K
$80.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.6% |
N/A
|
1.34K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7+ 0.21% |
N/A
|
3.36K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.39% |
N/A
|
1.79K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7New |
N/A
|
7
$532
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 150.0% |
N/A
|
10
$760
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.5% |
N/A
|
1.01K
$76.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.16% |
N/A
|
2.57K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.41% |
N/A
|
975
$74.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.69% |
N/A
|
583
$44.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
N/A
|
4
$304
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4+ 0.01% |
N/A
|
45.3K
$3.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.01% |
N/A
|
33.8K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.05% |
N/A
|
8.08K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
N/A
|
1.12K
$85.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.73% |
N/A
|
555
$42.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.31% |
N/A
|
975
$74.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.2% |
N/A
|
1.48K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.59% |
N/A
|
511
$38.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.78% |
N/A
|
390
$29.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Sl Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
N/A
|
4.85K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2+ 11.11% |
N/A
|
20
$1.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
N/A
|
1.92K
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.02% |
N/A
|
10.6K
$806K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.71% |
N/A
|
284
$21.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.48% |
N/A
|
421
$32K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
11.2K
$852K
|