Purchases and Sales Made in Q4 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
259K+ 9.92% |
N/A
|
2.87M
$219M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
231K+ 121.9% |
N/A
|
421K
$32M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
83.5K+ 34.67% |
N/A
|
324K
$24.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
76.5KNew |
N/A
|
76.5K
$5.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
73.1KNew |
N/A
|
73.1K
$5.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
61.3K+ 1426.99% |
N/A
|
65.6K
$4.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28K+ 4.75% |
N/A
|
618K
$47M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
27.8K+ 65.02% |
N/A
|
70.5K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.9K+ 126.97% |
N/A
|
48.2K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
19K+ 149.61% |
N/A
|
31.7K
$2.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 39.26% |
N/A
|
56K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.5K+ 8.36% |
N/A
|
201K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$924K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11.7K+ 52.91% |
N/A
|
33.7K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11.5K+ 150.86% |
N/A
|
19.2K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$771K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 8.5% |
N/A
|
113K
$8.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8.58K+ 12.82% |
N/A
|
75.5K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.85K+ 36.67% |
N/A
|
29.2K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.54K+ 3.62% |
N/A
|
216K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7.48K+ 135.95% |
N/A
|
13K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
7K+ 16.6% |
N/A
|
49.1K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.62K+ 4.47% |
N/A
|
155K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.84K+ 4.8% |
N/A
|
106K
$8.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.82KNew |
N/A
|
4.82K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.76K+ 3.68% |
N/A
|
134K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.34K+ 7.1% |
N/A
|
65.4K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.08K+ 17.09% |
N/A
|
27.9K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.73K+ 4.12% |
N/A
|
94.1K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.66KNew |
N/A
|
3.66K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.51K+ 14.38% |
N/A
|
27.9K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 3.04% |
N/A
|
111K
$8.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.24KNew |
N/A
|
3.24K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.99KNew |
N/A
|
2.99K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 2.17% |
N/A
|
134K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 4.75% |
N/A
|
56.6K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.26K+ 6.33% |
N/A
|
38K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.16K+ 8.73% |
N/A
|
26.8K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.98K+ 27.74% |
N/A
|
9.1K
$692K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 9.0% |
N/A
|
23.8K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.95K+ 0.52% |
N/A
|
373K
$28.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.91K+ 2.37% |
N/A
|
82.4K
$6.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.57K+ 23.41% |
N/A
|
8.25K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.51K+ 3.46% |
N/A
|
45.1K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.45K+ 1.5% |
N/A
|
98.2K
$7.47M
|