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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
426K+ 8752.57% |
N/A
|
431K
$32.8M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
284KNew |
N/A
|
284K
$21.6M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
272K+ 10.98% |
N/A
|
2.75M
$209M
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
267K+ 11.67% |
N/A
|
2.55M
$194M
|
|
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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
152KNew |
N/A
|
152K
$11.6M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
90.6K+ 2047.13% |
N/A
|
95.1K
$7.23M
|
|
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 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
48.9K+ 68.61% |
N/A
|
120K
$9.14M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33KNew |
N/A
|
33K
$2.51M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
29.3K+ 32.95% |
N/A
|
118K
$8.98M
|
|
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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20K+ 250.11% |
N/A
|
28K
$2.13M
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
19K+ 149.61% |
N/A
|
31.7K
$2.41M
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18.8K+ 18.83% |
N/A
|
119K
$9.03M
|
|
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 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
13.1K+ 119.38% |
N/A
|
24K
$1.83M
|
|
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 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$884K
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11.5K+ 150.86% |
N/A
|
19.2K
$1.46M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$849K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$771K
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.9K+ 75.96% |
N/A
|
22.9K
$1.74M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.86KNew |
N/A
|
9.86K
$750K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$721K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.81K+ 8.5% |
N/A
|
113K
$8.56M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.67K+ 253.87% |
N/A
|
12.1K
$919K
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8.58K+ 12.82% |
N/A
|
75.5K
$5.74M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.28K+ 10.18% |
N/A
|
89.6K
$6.81M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.02K+ 6.74% |
N/A
|
127K
$9.66M
|
|
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 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.51K+ 41.57% |
N/A
|
25.6K
$1.94M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7.48K+ 135.95% |
N/A
|
13K
$988K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.45KNew |
N/A
|
7.45K
$567K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.37K+ 11.9% |
N/A
|
69.3K
$5.27M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.22K+ 34.66% |
N/A
|
28K
$2.13M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
7.13K+ 8.71% |
N/A
|
89K
$6.77M
|
|
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
|