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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.37K+ 12.55% |
$180K - $180K
|
21.2K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.34K+ 4.92% |
$178K - $178K
|
49.9K
$3.79M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.31K+ 3.6% |
$175K - $175K
|
66.4K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.27K+ 12.14% |
$173K - $173K
|
21K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.27K+ 7.96% |
$173K - $173K
|
30.8K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.27KNew |
$172K - $172K
|
2.27K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 6.15% |
$172K - $172K
|
39.1K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 11.1% |
$170K - $170K
|
22.4K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.16K+ 26.03% |
$164K - $164K
|
10.5K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.15K+ 7.85% |
$163K - $163K
|
29.5K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.14K+ 6.32% |
$163K - $163K
|
36K
$2.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.1K+ 36.36% |
$160K - $160K
|
7.88K
$599K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.06K+ 4.18% |
$157K - $157K
|
51.5K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.06K+ 17.83% |
$157K - $157K
|
13.6K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.95K+ 3.47% |
$148K - $148K
|
58K
$4.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.86K+ 3.47% |
$142K - $142K
|
55.5K
$4.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.83K+ 7.56% |
$139K - $139K
|
26K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.83K+ 9.91% |
$139K - $139K
|
20.2K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.39% |
$136K - $136K
|
131K
$9.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.76K+ 2.87% |
$133K - $133K
|
62.8K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.75K+ 50.4% |
$133K - $133K
|
5.21K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.74K+ 21.62% |
$132K - $132K
|
9.78K
$743K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 5.0% |
$132K - $132K
|
36.4K
$2.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.72K+ 24.46% |
$131K - $131K
|
8.74K
$665K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.71K+ 1.83% |
$130K - $130K
|
94.7K
$7.2M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.71KNew |
$130K - $130K
|
1.71K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.68K+ 1.22% |
$128K - $128K
|
140K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 1.31% |
$127K - $127K
|
129K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.62K+ 14.16% |
$123K - $123K
|
13.1K
$995K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.53K+ 6.8% |
$116K - $116K
|
24K
$1.82M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.52K+ 8.77% |
$116K - $116K
|
18.9K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.52K+ 6.8% |
$116K - $116K
|
23.9K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 1.17% |
$115K - $115K
|
130K
$9.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 399.46% |
$113K - $113K
|
1.86K
$141K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.47K+ 5.18% |
$112K - $112K
|
29.9K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.46K+ 47.23% |
$111K - $111K
|
4.55K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.46K+ 3.75% |
$111K - $111K
|
40.2K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.43K+ 14.85% |
$109K - $109K
|
11.1K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.42K+ 45.35% |
$108K - $108K
|
4.55K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
1.42K+ 7.97% |
$108K - $108K
|
19.2K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.41K+ 23.54% |
$107K - $107K
|
7.38K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$106K - $106K
|
1.4K
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.4K+ 4.08% |
$106K - $106K
|
35.6K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.38K+ 31.08% |
$105K - $105K
|
5.84K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.34KNew |
$102K - $102K
|
1.34K
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 15.27% |
$99.7K - $99.7K
|
9.9K
$752K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.3K+ 1.48% |
$98.6K - $98.6K
|
88.9K
$6.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.29KNew |
$97.9K - $97.9K
|
1.29K
$97.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.28K+ 38.41% |
$97.2K - $97.2K
|
4.61K
$350K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.26K+ 33.85% |
$95.5K - $95.5K
|
4.97K
$378K
|