Purchases and Sales Made in Q3 2025 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 2025. 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 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
N/A
|
3.93K
$299K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.92K+ 128.85% |
N/A
|
6.96K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.83KNew |
N/A
|
3.83K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.71K+ 7.57% |
N/A
|
52.7K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.68KNew |
N/A
|
3.68K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.38K+ 5.32% |
N/A
|
66.9K
$5.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.22K+ 2.85% |
N/A
|
116K
$8.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.1K+ 1.29% |
N/A
|
244K
$18.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.03K+ 4.55% |
N/A
|
69.6K
$5.29M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.93K+ 31.35% |
N/A
|
12.3K
$934K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.79K+ 35.65% |
N/A
|
10.6K
$807K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.77K+ 405.72% |
N/A
|
3.45K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.74K+ 3.86% |
N/A
|
73.7K
$5.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.73KNew |
N/A
|
2.73K
$208K
|
|
|
Oct 16, 2025
Q3 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.6KNew |
N/A
|
2.6K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.57KNew |
N/A
|
2.57K
$195K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$195K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.45K+ 14.56% |
N/A
|
19.3K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.44K+ 1.94% |
N/A
|
128K
$9.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.27K+ 8.3% |
N/A
|
29.6K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.18K+ 21.91% |
N/A
|
12.1K
$924K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.14K+ 14.67% |
N/A
|
16.7K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.12K+ 25.69% |
N/A
|
10.4K
$789K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$160K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.05K+ 7.31% |
N/A
|
30.1K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.05K+ 80.29% |
N/A
|
4.59K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.86K+ 1.94% |
N/A
|
98.1K
$7.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.79K+ 11.81% |
N/A
|
16.9K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 44.8% |
N/A
|
5.72K
$435K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.7K+ 6.04% |
N/A
|
29.8K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.69K+ 7.74% |
N/A
|
23.5K
$1.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 17.9% |
N/A
|
10.7K
$810K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.6K+ 6.78% |
N/A
|
25.2K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 3.61% |
N/A
|
45.8K
$3.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
1.56K+ 5.54% |
N/A
|
29.8K
$2.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.5K+ 22.03% |
N/A
|
8.31K
$632K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 14.58% |
N/A
|
11.5K
$872K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.36K+ 2.77% |
N/A
|
50.4K
$3.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$97.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.22K+ 4.49% |
N/A
|
28.4K
$2.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.14K+ 13.64% |
N/A
|
9.51K
$723K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 0.85% |
N/A
|
134K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.12K+ 10.12% |
N/A
|
12.2K
$929K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.12K+ 5.96% |
N/A
|
19.9K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.09K+ 5.29% |
N/A
|
21.7K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.09K+ 2.5% |
N/A
|
44.4K
$3.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.06K+ 3.09% |
N/A
|
35.2K
$2.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.03K+ 3.53% |
N/A
|
30.2K
$2.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
929+ 1.11% |
N/A
|
84.6K
$6.43M
|