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 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-20- 0.7% |
N/A
|
2.84K
$216K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-21- 0.08% |
N/A
|
26.6K
$2.02M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-25- 0.9% |
N/A
|
2.74K
$208K
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-25- 0.37% |
N/A
|
6.77K
$515K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-26- 0.73% |
N/A
|
3.56K
$271K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-29- 0.5% |
N/A
|
5.77K
$438K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-34- 20.0% |
N/A
|
136
$10.3K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-34- 0.3% |
N/A
|
11.2K
$851K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-39- 0.59% |
N/A
|
6.61K
$503K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 5.5% |
N/A
|
705
$53.6K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-41- 0.22% |
N/A
|
18.8K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-49- 1.52% |
N/A
|
3.17K
$241K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 1.18% |
N/A
|
4.54K
$345K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-55- 2.09% |
N/A
|
2.57K
$196K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-61- 2.64% |
N/A
|
2.25K
$171K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-61- 0.64% |
N/A
|
9.47K
$720K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-62- 0.58% |
N/A
|
10.7K
$813K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-62- 31.47% |
N/A
|
135
$10.3K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-66- 1.44% |
N/A
|
4.51K
$343K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-70- 5.13% |
N/A
|
1.29K
$98.4K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-72- 0.04% |
N/A
|
171K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-77- 9.72% |
N/A
|
715
$54.4K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-82- 0.56% |
N/A
|
14.5K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-87- 18.55% |
N/A
|
382
$29K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-87- 3.31% |
N/A
|
2.55K
$194K
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-88- 1.68% |
N/A
|
5.15K
$391K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 1.91% |
N/A
|
4.51K
$343K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-89- 2.57% |
N/A
|
3.38K
$257K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-89- 0.43% |
N/A
|
20.5K
$1.56M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-98- 25.65% |
N/A
|
284
$21.6K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 10.75% |
N/A
|
830
$63.1K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-112- 0.72% |
N/A
|
15.5K
$1.18M
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-123- 2.88% |
N/A
|
4.14K
$315K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-123- 30.3% |
N/A
|
283
$21.5K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 2.62% |
N/A
|
5.01K
$381K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-135- 4.5% |
N/A
|
2.86K
$218K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-136- 1.94% |
N/A
|
6.88K
$523K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147- 0.26% |
N/A
|
55.6K
$4.23M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-159- 1.15% |
N/A
|
13.6K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-164- 0.23% |
N/A
|
70.2K
$5.34M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-165- 20.81% |
N/A
|
628
$47.8K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-180- 21.92% |
N/A
|
641
$48.7K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-182- 11.64% |
N/A
|
1.38K
$105K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-206- 1.26% |
N/A
|
16.1K
$1.23M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-228- 0.59% |
N/A
|
38.6K
$2.94M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-234- 1.45% |
N/A
|
15.9K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-235- 3.5% |
N/A
|
6.47K
$492K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-236- 2.01% |
N/A
|
11.5K
$877K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-242- 7.85% |
N/A
|
2.84K
$216K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-249- 0.5% |
N/A
|
49.5K
$3.77M
|