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
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
516+ 4.11% |
$39.2K - $39.2K
|
13.1K
$993K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
515+ 7.41% |
$39.2K - $39.2K
|
7.46K
$567K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
513+ 27.09% |
$39K - $39K
|
2.41K
$183K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
511+ 28.42% |
$38.9K - $38.9K
|
2.31K
$176K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
508+ 9.25% |
$38.6K - $38.6K
|
6K
$456K
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
500New |
$38K - $38K
|
500
$38K
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 5.89% |
$38K - $38K
|
8.99K
$683K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
482New |
$36.7K - $36.7K
|
482
$36.7K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
468+ 2.05% |
$35.6K - $35.6K
|
23.3K
$1.77M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
454New |
$34.5K - $34.5K
|
454
$34.5K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
447+ 5.36% |
$34K - $34K
|
8.78K
$668K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
437+ 8.31% |
$33.2K - $33.2K
|
5.7K
$433K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
435+ 4.35% |
$33.1K - $33.1K
|
10.4K
$793K
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
427+ 2.45% |
$32.5K - $32.5K
|
17.8K
$1.36M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
403+ 28.87% |
$30.6K - $30.6K
|
1.8K
$137K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
402+ 42.36% |
$30.6K - $30.6K
|
1.35K
$103K
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
388+ 9.93% |
$29.5K - $29.5K
|
4.29K
$327K
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
380+ 1.11% |
$28.9K - $28.9K
|
34.6K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
372+ 7.91% |
$28.3K - $28.3K
|
5.08K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
370+ 0.83% |
$28.1K - $28.1K
|
44.9K
$3.42M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
365+ 0.77% |
$27.8K - $27.8K
|
47.9K
$3.64M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
355+ 4.72% |
$27K - $27K
|
7.87K
$599K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
353+ 1.59% |
$26.8K - $26.8K
|
22.6K
$1.72M
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
350+ 10.36% |
$26.6K - $26.6K
|
3.73K
$284K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
337New |
$25.6K - $25.6K
|
337
$25.6K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
333+ 2.34% |
$25.3K - $25.3K
|
14.5K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
325+ 0.31% |
$24.7K - $24.7K
|
105K
$7.99M
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
322+ 2.01% |
$24.5K - $24.5K
|
16.3K
$1.24M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
317+ 1.5% |
$24.1K - $24.1K
|
21.4K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
313+ 11.26% |
$23.8K - $23.8K
|
3.09K
$235K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
313+ 2.9% |
$23.8K - $23.8K
|
11.1K
$844K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
305New |
$23.2K - $23.2K
|
305
$23.2K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
300+ 4.34% |
$22.8K - $22.8K
|
7.21K
$548K
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
300+ 1.02% |
$22.8K - $22.8K
|
29.7K
$2.26M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
290+ 0.97% |
$22.1K - $22.1K
|
30.2K
$2.29M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
289+ 7.21% |
$22K - $22K
|
4.3K
$327K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
287+ 305.32% |
$21.8K - $21.8K
|
381
$29K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
285+ 0.15% |
$21.7K - $21.7K
|
191K
$14.5M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
277+ 3.76% |
$21.1K - $21.1K
|
7.65K
$581K
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
273+ 5.22% |
$20.8K - $20.8K
|
5.51K
$419K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
263+ 3.35% |
$20K - $20K
|
8.11K
$617K
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
254+ 1.01% |
$19.3K - $19.3K
|
25.4K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
252+ 7.0% |
$19.2K - $19.2K
|
3.85K
$293K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
246+ 1118.18% |
$18.7K - $18.7K
|
268
$20.4K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
242+ 1.14% |
$18.4K - $18.4K
|
21.4K
$1.63M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
223+ 1.74% |
$17K - $17K
|
13.1K
$993K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
221+ 42.1% |
$16.8K - $16.8K
|
746
$56.7K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
215+ 1.86% |
$16.3K - $16.3K
|
11.8K
$895K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
208New |
$15.8K - $15.8K
|
208
$15.8K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
204+ 2.86% |
$15.5K - $15.5K
|
7.35K
$559K
|