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 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.08K+ 20.0% |
N/A
|
24.5K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.05K+ 2.4% |
N/A
|
173K
$13.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.98K+ 4.29% |
N/A
|
96.9K
$7.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.96K+ 6.1% |
N/A
|
68.9K
$5.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.93K+ 16.51% |
N/A
|
27.8K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.85KNew |
N/A
|
3.85K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.83K+ 76.73% |
N/A
|
8.83K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.76K+ 10.99% |
N/A
|
38K
$2.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.69K+ 11.07% |
N/A
|
37K
$2.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
3.57K+ 13.27% |
N/A
|
30.4K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.54K+ 17.94% |
N/A
|
23.3K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.49KNew |
N/A
|
3.49K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 5.8% |
N/A
|
63K
$4.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.43KNew |
N/A
|
3.43K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
3.3KNew |
N/A
|
3.3K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.2K+ 6.98% |
N/A
|
49K
$3.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.08K+ 15.89% |
N/A
|
22.4K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.05K+ 13.94% |
N/A
|
24.9K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
3KNew |
N/A
|
3K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.87K+ 8.48% |
N/A
|
36.8K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.82K+ 207.28% |
N/A
|
4.18K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.82K+ 72.08% |
N/A
|
6.73K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.78K+ 3.19% |
N/A
|
90K
$6.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.67K+ 17.48% |
N/A
|
17.9K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.66K+ 7.21% |
N/A
|
39.5K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$200K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.58K+ 8.23% |
N/A
|
33.9K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$196K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.57K+ 12.62% |
N/A
|
22.9K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$195K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.53K+ 13.41% |
N/A
|
21.4K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.52K+ 9.86% |
N/A
|
28.1K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.48K+ 38.31% |
N/A
|
8.96K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.42K+ 17.83% |
N/A
|
16K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.41K+ 19.38% |
N/A
|
14.9K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.34K+ 76.23% |
N/A
|
5.41K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 4.65% |
N/A
|
51.9K
$3.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.3K+ 26.96% |
N/A
|
10.8K
$824K
|