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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.54K- 7.37% |
$117K - $117K
|
19.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.54K- 7.14% |
$117K - $117K
|
20.1K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 5.26% |
$119K - $119K
|
28.2K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.7K- 5.22% |
$129K - $129K
|
30.8K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.7K- 5.58% |
$129K - $129K
|
28.8K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.8K- 10.7% |
$137K - $137K
|
15.1K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.83K- 14.79% |
$139K - $139K
|
10.6K
$802K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.83K- 5.39% |
$139K - $139K
|
32.2K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 7.19% |
$141K - $141K
|
23.9K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.85K- 26.4% |
$141K - $141K
|
5.16K
$392K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.9K- 3.22% |
$144K - $144K
|
57K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.91K- 11.51% |
$146K - $146K
|
14.7K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.98K- 10.0% |
$150K - $150K
|
17.8K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.98K- 8.33% |
$151K - $151K
|
21.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 3.91% |
$154K - $154K
|
49.8K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.06K- 7.01% |
$156K - $156K
|
27.3K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.09K- 4.96% |
$159K - $159K
|
40K
$3.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.13K- 18.46% |
$162K - $162K
|
9.41K
$715K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.15K- 22.53% |
$163K - $163K
|
7.39K
$562K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.16K- 4.31% |
$164K - $164K
|
47.9K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.2K- 5.69% |
$168K - $168K
|
36.5K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.21K- 4.73% |
$168K - $168K
|
44.4K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.26K- 2.79% |
$172K - $172K
|
78.7K
$5.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.27K- 3.1% |
$172K - $172K
|
70.9K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 2.95% |
$174K - $174K
|
75.4K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 32.02% |
$176K - $176K
|
4.9K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.37K- 66.96% |
$180K - $180K
|
1.17K
$89K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.38K- 4.2% |
$181K - $181K
|
54.2K
$4.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.39K- 29.5% |
$182K - $182K
|
5.71K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.49K- 7.57% |
$189K - $189K
|
30.4K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-2.56K- 8.7% |
$194K - $194K
|
26.8K
$2.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.57K- 18.04% |
$196K - $196K
|
11.7K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.61K- 4.47% |
$199K - $199K
|
55.8K
$4.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 7.52% |
$204K - $204K
|
32.9K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.69K- 7.67% |
$204K - $204K
|
32.4K
$2.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.71K- 9.36% |
$206K - $206K
|
26.2K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.73K- 43.3% |
$208K - $208K
|
3.58K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.77K- 5.47% |
$210K - $210K
|
47.8K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.77K- 6.68% |
$211K - $211K
|
38.7K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.8K- 6.36% |
$213K - $213K
|
41.2K
$3.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.87K- 12.84% |
$218K - $218K
|
19.5K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.9K- 0.73% |
$220K - $220K
|
392K
$29.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.95K- 3.73% |
$224K - $224K
|
76K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-3.03K- 1.8% |
$231K - $231K
|
165K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.11K- 16.67% |
$236K - $236K
|
15.5K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.13K- 5.38% |
$238K - $238K
|
55.1K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.18K- 0.85% |
$242K - $242K
|
369K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.2K- 9.29% |
$243K - $243K
|
31.3K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-3.31K- 5.53% |
$252K - $252K
|
56.6K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.4K- 91.8% |
$259K - $259K
|
304
$23.1K
|