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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-691- 42.95% |
N/A
|
918
$69.8K
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-692- 2.06% |
N/A
|
32.9K
$2.5M
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-697- 6.1% |
N/A
|
10.7K
$816K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-699- 17.19% |
N/A
|
3.37K
$256K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-700- 6.3% |
N/A
|
10.4K
$792K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-708- 8.79% |
N/A
|
7.35K
$559K
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-708- 2.84% |
N/A
|
24.2K
$1.84M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-716- 2.44% |
N/A
|
28.6K
$2.18M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-722- 4.31% |
N/A
|
16K
$1.22M
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-751- 5.09% |
N/A
|
14K
$1.06M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-758- 19.94% |
N/A
|
3.04K
$231K
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-774- 2.79% |
N/A
|
27K
$2.05M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-782- 2.7% |
N/A
|
28.2K
$2.14M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-794- 4.78% |
N/A
|
15.8K
$1.2M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-813- 9.32% |
N/A
|
7.91K
$601K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-817- 11.26% |
N/A
|
6.44K
$489K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-845- 4.18% |
N/A
|
19.4K
$1.47M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-854- 1.83% |
N/A
|
45.8K
$3.48M
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-856- 18.69% |
N/A
|
3.72K
$283K
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-875- 13.85% |
N/A
|
5.44K
$414K
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-888- 2.3% |
N/A
|
37.8K
$2.87M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-890- 2.73% |
N/A
|
31.7K
$2.41M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-906- 10.45% |
N/A
|
7.77K
$591K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-917- 34.68% |
N/A
|
1.73K
$131K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-960- 16.98% |
N/A
|
4.69K
$357K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-980- 3.01% |
N/A
|
31.5K
$2.4M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-983- 6.1% |
N/A
|
15.1K
$1.15M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-994- 6.29% |
N/A
|
14.8K
$1.13M
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-995- 25.69% |
N/A
|
2.88K
$219K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-999- 11.55% |
N/A
|
7.65K
$582K
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 2.52% |
N/A
|
39.7K
$3.02M
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.06K- 1.08% |
N/A
|
96.8K
$7.36M
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.1K- 17.19% |
N/A
|
5.3K
$403K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.19K- 11.66% |
N/A
|
9.04K
$687K
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.24K- 1.71% |
N/A
|
71.3K
$5.42M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.25K- 29.52% |
N/A
|
2.99K
$228K
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.26K- 4.08% |
N/A
|
29.6K
$2.25M
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 2.61% |
N/A
|
47K
$3.58M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.28K- 3.41% |
N/A
|
36.2K
$2.75M
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.31K- 10.45% |
N/A
|
11.2K
$850K
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.31K- 7.33% |
N/A
|
16.6K
$1.26M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.32K- 8.65% |
N/A
|
13.9K
$1.06M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.35K- 5.45% |
N/A
|
23.4K
$1.78M
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.42K- 84.53% |
N/A
|
260
$19.8K
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.42K- 2.25% |
N/A
|
61.7K
$4.69M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.43K- 13.04% |
N/A
|
9.51K
$723K
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.43K- 10.99% |
N/A
|
11.6K
$879K
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.52K- 0.79% |
N/A
|
190K
$14.4M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.53K- 17.06% |
N/A
|
7.43K
$565K
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.57K- 1.65% |
N/A
|
93.8K
$7.13M
|