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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-333- 8.87% |
$25.3K - $25.3K
|
3.42K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-339- 5.39% |
$25.8K - $25.8K
|
5.95K
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-344- 3.19% |
$26.2K - $26.2K
|
10.4K
$794K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-345- 5.24% |
$26.2K - $26.2K
|
6.23K
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-354- 16.7% |
$26.9K - $26.9K
|
1.77K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-355- 2.07% |
$27K - $27K
|
16.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-357- 5.69% |
$27.1K - $27.1K
|
5.92K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-360- 35.86% |
$27.4K - $27.4K
|
644
$49K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-368- 13.86% |
$28K - $28K
|
2.29K
$174K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-371- 3.18% |
$28.2K - $28.2K
|
11.3K
$859K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-374- 44.58% |
$28.4K - $28.4K
|
465
$35.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-381- 1.81% |
$29K - $29K
|
20.6K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-386- 1.95% |
$29.4K - $29.4K
|
19.5K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-394- 7.96% |
$30K - $30K
|
4.56K
$347K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-395- 1.01% |
$30K - $30K
|
38.9K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-398- 1.64% |
$30.3K - $30.3K
|
23.9K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-404- 1.21% |
$30.7K - $30.7K
|
32.8K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-412- 5.36% |
$31.3K - $31.3K
|
7.27K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-417- 8.91% |
$31.7K - $31.7K
|
4.26K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-427- 7.16% |
$32.5K - $32.5K
|
5.54K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-450- 3.16% |
$34.2K - $34.2K
|
13.8K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-474- 8.86% |
$36K - $36K
|
4.87K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-481- 2.62% |
$36.6K - $36.6K
|
17.9K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-487- 6.47% |
$37K - $37K
|
7.04K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-493- 2.83% |
$37.5K - $37.5K
|
16.9K
$1.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-496- 3.08% |
$37.7K - $37.7K
|
15.6K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-500- 13.42% |
$38K - $38K
|
3.23K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-519- 4.13% |
$39.5K - $39.5K
|
12K
$916K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-520- 6.71% |
$39.5K - $39.5K
|
7.22K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-528- 12.9% |
$40.1K - $40.1K
|
3.57K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-529- 1.97% |
$40.2K - $40.2K
|
26.3K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-545- 3.52% |
$41.4K - $41.4K
|
14.9K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-568- 4.07% |
$43.2K - $43.2K
|
13.4K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-570- 1.8% |
$43.3K - $43.3K
|
31.2K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-576- 1.36% |
$43.8K - $43.8K
|
41.9K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-587- 1.84% |
$44.6K - $44.6K
|
31.3K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-589- 9.75% |
$44.8K - $44.8K
|
5.45K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-592- 3.9% |
$45K - $45K
|
14.6K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-592- 6.38% |
$45K - $45K
|
8.69K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-598- 6.84% |
$45.5K - $45.5K
|
8.15K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-600- 19.26% |
$45.6K - $45.6K
|
2.52K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-604- 11.6% |
$45.9K - $45.9K
|
4.6K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-647- 2.2% |
$49.2K - $49.2K
|
28.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-648- 7.78% |
$49.3K - $49.3K
|
7.68K
$584K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-658- 9.16% |
$50K - $50K
|
6.53K
$496K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-663- 0.63% |
$50.4K - $50.4K
|
105K
$8.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-687- 14.89% |
$52.2K - $52.2K
|
3.93K
$299K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-732- 0.8% |
$55.7K - $55.7K
|
91.1K
$6.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-734- 4.92% |
$55.8K - $55.8K
|
14.2K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-756- 16.2% |
$57.5K - $57.5K
|
3.91K
$297K
|