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 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13.6K+ 5.42% |
$1.03M - $1.03M
|
264K
$20.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$1.02M - $1.02M
|
13.5K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.3K+ 38.25% |
$1.01M - $1.01M
|
48.2K
$3.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.2K+ 14.18% |
$1M - $1M
|
106K
$8.09M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.9KNew |
$985K - $985K
|
12.9K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 10.93% |
$969K - $969K
|
129K
$9.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
12.7KNew |
$966K - $966K
|
12.7K
$966K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 7.0% |
$925K - $925K
|
186K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
12K+ 9.4% |
$912K - $912K
|
140K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$891K - $891K
|
11.7K
$891K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6K+ 50.25% |
$885K - $885K
|
34.8K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 419.97% |
$878K - $878K
|
14.3K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 52.07% |
$842K - $842K
|
32.3K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.5K+ 46.31% |
$798K - $798K
|
33.2K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10.3KNew |
$781K - $781K
|
10.3K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2K+ 24.95% |
$774K - $774K
|
51K
$3.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10K+ 30.92% |
$761K - $761K
|
42.4K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10KNew |
$760K - $760K
|
10K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
9.98K+ 45.0% |
$759K - $759K
|
32.2K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.89KNew |
$752K - $752K
|
9.89K
$752K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.85KNew |
$749K - $749K
|
9.85K
$749K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.7K+ 2.31% |
$738K - $738K
|
430K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.55K+ 37.99% |
$726K - $726K
|
34.7K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.54KNew |
$725K - $725K
|
9.54K
$725K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.35K+ 3.99% |
$711K - $711K
|
244K
$18.5M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.3K+ 49.93% |
$707K - $707K
|
27.9K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.18K+ 197.57% |
$698K - $698K
|
13.8K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
9.07K+ 6.52% |
$690K - $690K
|
148K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.93K+ 214.95% |
$679K - $679K
|
13.1K
$995K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.92K+ 95.44% |
$678K - $678K
|
18.3K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.49K+ 7.91% |
$646K - $646K
|
116K
$8.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
8.44K+ 152.57% |
$642K - $642K
|
14K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.27K+ 170.59% |
$628K - $628K
|
13.1K
$997K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
8.11KNew |
$617K - $617K
|
8.11K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 22.92% |
$605K - $605K
|
42.6K
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.87K+ 283.73% |
$598K - $598K
|
10.6K
$809K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
7.86K+ 9.52% |
$598K - $598K
|
90.4K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
7.77KNew |
$591K - $591K
|
7.77K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.62K+ 4.69% |
$579K - $579K
|
170K
$12.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.5K+ 21.28% |
$570K - $570K
|
42.7K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.5K+ 26.05% |
$570K - $570K
|
36.3K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.49K+ 257.41% |
$569K - $569K
|
10.4K
$791K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.42KNew |
$564K - $564K
|
7.42K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.41K+ 9.15% |
$563K - $563K
|
88.4K
$6.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.37K+ 130.16% |
$560K - $560K
|
13K
$991K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.26K+ 21.15% |
$552K - $552K
|
41.6K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.97K+ 5.15% |
$530K - $530K
|
142K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.85K+ 24.74% |
$521K - $521K
|
34.6K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.8K+ 38.64% |
$517K - $517K
|
24.4K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.77K+ 2762.86% |
$515K - $515K
|
7.01K
$533K
|