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 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-476- 4.07% |
N/A
|
11.2K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-479- 6.74% |
N/A
|
6.63K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-480- 22.1% |
N/A
|
1.69K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-486- 2.0% |
N/A
|
23.9K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-487- 8.87% |
N/A
|
5K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-487- 12.12% |
N/A
|
3.53K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-499- 48.64% |
N/A
|
527
$40.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-501- 1.92% |
N/A
|
25.5K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-501- 3.43% |
N/A
|
14.1K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-505- 43.16% |
N/A
|
665
$50.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-507- 32.77% |
N/A
|
1.04K
$79.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-507- 8.2% |
N/A
|
5.68K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-522- 37.5% |
N/A
|
870
$66.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-526- 5.32% |
N/A
|
9.37K
$712K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-531- 1.33% |
N/A
|
39.5K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-532- 21.57% |
N/A
|
1.93K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-534- 11.16% |
N/A
|
4.25K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-545- 5.76% |
N/A
|
8.92K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-545- 1.1% |
N/A
|
49.2K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-550- 9.54% |
N/A
|
5.22K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-551- 5.05% |
N/A
|
10.4K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-551- 78.16% |
N/A
|
154
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-554- 12.65% |
N/A
|
3.82K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-557- 1.18% |
N/A
|
46.7K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-568- 0.62% |
N/A
|
90.5K
$6.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-570- 13.88% |
N/A
|
3.54K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-580- 15.42% |
N/A
|
3.18K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-588- 0.97% |
N/A
|
60.2K
$4.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-597- 1.83% |
N/A
|
32K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-603- 4.04% |
N/A
|
14.3K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-619- 9.49% |
N/A
|
5.91K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-624- 13.39% |
N/A
|
4.04K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-651- 7.53% |
N/A
|
7.99K
$608K
|
|
|
Jan 08, 2025
Q4 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-664- 12.04% |
N/A
|
4.85K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-673- 2.15% |
N/A
|
30.7K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-679- 3.07% |
N/A
|
21.4K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-695- 40.13% |
N/A
|
1.04K
$78.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-701- 7.45% |
N/A
|
8.71K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-707- 2.57% |
N/A
|
26.8K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-713- 82.62% |
N/A
|
150
$11.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-741- 8.27% |
N/A
|
8.22K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-743- 64.78% |
N/A
|
404
$30.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-755- 2.38% |
N/A
|
31K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-759- 23.36% |
N/A
|
2.49K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-760- 1.38% |
N/A
|
54.4K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-760- 0.25% |
N/A
|
301K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-765- 3.64% |
N/A
|
20.2K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-803- 17.22% |
N/A
|
3.86K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-823- 5.47% |
N/A
|
14.2K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-841- 3.08% |
N/A
|
26.4K
$2.01M
|