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 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
497+ 17.72% |
N/A
|
3.3K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
485+ 5.9% |
N/A
|
8.71K
$662K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
485+ 20.66% |
N/A
|
2.83K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
480+ 14.08% |
N/A
|
3.89K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
471+ 30.45% |
N/A
|
2.02K
$153K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
469+ 14.37% |
N/A
|
3.73K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
466+ 12.46% |
N/A
|
4.21K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
466+ 1.94% |
N/A
|
24.5K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
460+ 3.14% |
N/A
|
15.1K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
453+ 6.65% |
N/A
|
7.27K
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 1.67% |
N/A
|
27.4K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
441+ 11.26% |
N/A
|
4.36K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
426+ 0.83% |
N/A
|
52.1K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
425New |
N/A
|
425
$32.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
423+ 4.57% |
N/A
|
9.69K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
416+ 2.05% |
N/A
|
20.7K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
410+ 4.88% |
N/A
|
8.81K
$670K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
400+ 2.95% |
N/A
|
14K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
400+ 13.33% |
N/A
|
3.4K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
398+ 7.13% |
N/A
|
5.98K
$455K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
392+ 1.65% |
N/A
|
24.1K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
389+ 1.82% |
N/A
|
21.7K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
380+ 8.28% |
N/A
|
4.97K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
374+ 0.34% |
N/A
|
112K
$8.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
370+ 1.21% |
N/A
|
30.9K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
369New |
N/A
|
369
$28.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
367+ 0.75% |
N/A
|
49K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
366+ 1.15% |
N/A
|
32.3K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
362+ 0.74% |
N/A
|
49.5K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
361+ 1.67% |
N/A
|
22K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
349+ 0.55% |
N/A
|
64.2K
$4.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
347New |
N/A
|
347
$26.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
335+ 10.49% |
N/A
|
3.53K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
334New |
N/A
|
334
$25.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
325+ 2.8% |
N/A
|
11.9K
$908K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
316+ 4.51% |
N/A
|
7.32K
$557K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
313+ 11.27% |
N/A
|
3.09K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
302+ 9.44% |
N/A
|
3.5K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300+ 4.72% |
N/A
|
6.65K
$506K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
300+ 1.78% |
N/A
|
17.2K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
294+ 1.1% |
N/A
|
26.9K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
292+ 3.74% |
N/A
|
8.1K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
289+ 6.38% |
N/A
|
4.82K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
288+ 0.84% |
N/A
|
34.5K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
286+ 0.39% |
N/A
|
74.4K
$5.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
279+ 3.39% |
N/A
|
8.52K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
279+ 14.91% |
N/A
|
2.15K
$163K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
278+ 9.93% |
N/A
|
3.08K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
264+ 0.23% |
N/A
|
114K
$8.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
259+ 3.29% |
N/A
|
8.13K
$618K
|