Purchases and Sales Made in Q3 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
203+ 0.12% |
$15.4K - $15.4K
|
171K
$13M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
203+ 25.93% |
$15.4K - $15.4K
|
986
$75K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
202+ 0.57% |
$15.4K - $15.4K
|
35.6K
$2.71M
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
201+ 1.29% |
$15.3K - $15.3K
|
15.8K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
199+ 5.25% |
$15.1K - $15.1K
|
3.99K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
198+ 0.1% |
$15.1K - $15.1K
|
198K
$15M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
196+ 1.14% |
$14.9K - $14.9K
|
17.4K
$1.32M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
187+ 29.5% |
$14.2K - $14.2K
|
821
$62.4K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
183+ 3.0% |
$13.9K - $13.9K
|
6.28K
$478K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
179New |
$13.6K - $13.6K
|
179
$13.6K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
176+ 5.39% |
$13.4K - $13.4K
|
3.44K
$262K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
170New |
$12.9K - $12.9K
|
170
$12.9K
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
166+ 1.77% |
$12.6K - $12.6K
|
9.57K
$728K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
165+ 0.9% |
$12.5K - $12.5K
|
18.5K
$1.4M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
162+ 2.27% |
$12.3K - $12.3K
|
7.3K
$555K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
158+ 1.7% |
$12K - $12K
|
9.48K
$721K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
152+ 0.68% |
$11.6K - $11.6K
|
22.6K
$1.72M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
149+ 7.0% |
$11.3K - $11.3K
|
2.28K
$173K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
148+ 0.6% |
$11.3K - $11.3K
|
24.9K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
145+ 308.51% |
$11K - $11K
|
192
$14.6K
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
145New |
$11K - $11K
|
145
$11K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138+ 3.94% |
$10.5K - $10.5K
|
3.64K
$277K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
130+ 2.31% |
$9.89K - $9.89K
|
5.77K
$439K
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
130+ 2.29% |
$9.89K - $9.89K
|
5.8K
$441K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 2.23% |
$9.81K - $9.81K
|
5.92K
$450K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
125New |
$9.51K - $9.51K
|
125
$9.51K
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
123+ 0.14% |
$9.35K - $9.35K
|
89.4K
$6.8M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
122+ 26.46% |
$9.28K - $9.28K
|
583
$44.3K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$9.12K - $9.12K
|
120
$9.12K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117New |
$8.9K - $8.9K
|
117
$8.9K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
114+ 3.87% |
$8.67K - $8.67K
|
3.06K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
110+ 2.27% |
$8.36K - $8.36K
|
4.95K
$376K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
106+ 2.27% |
$8.06K - $8.06K
|
4.77K
$363K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102+ 0.76% |
$7.76K - $7.76K
|
13.6K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
101+ 3.66% |
$7.68K - $7.68K
|
2.86K
$218K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 26.88% |
$7.6K - $7.6K
|
472
$35.9K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
99+ 0.45% |
$7.53K - $7.53K
|
22.3K
$1.69M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
99+ 12.61% |
$7.53K - $7.53K
|
884
$67.2K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
95+ 2.58% |
$7.22K - $7.22K
|
3.78K
$287K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
95+ 0.53% |
$7.22K - $7.22K
|
18K
$1.37M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
94New |
$7.15K - $7.15K
|
94
$7.15K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
86New |
$6.54K - $6.54K
|
86
$6.54K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
86New |
$6.54K - $6.54K
|
86
$6.54K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
84New |
$6.39K - $6.39K
|
84
$6.39K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
83+ 0.38% |
$6.31K - $6.31K
|
22K
$1.67M
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
82+ 1.08% |
$6.24K - $6.24K
|
7.65K
$582K
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
81+ 0.14% |
$6.16K - $6.16K
|
56K
$4.26M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
79+ 0.52% |
$6.01K - $6.01K
|
15.2K
$1.16M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
77+ 10.77% |
$5.86K - $5.86K
|
792
$60.2K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
75+ 0.37% |
$5.7K - $5.7K
|
20.2K
$1.54M
|