Purchases and Sales Made in Q1 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-160- 0.95% |
$11.4K - $12.1K
|
16.7K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-165- 2.53% |
$11.7K - $12.5K
|
6.36K
$484K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-168- 1.12% |
$11.9K - $12.7K
|
14.9K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-170- 2.83% |
$12.1K - $12.9K
|
5.85K
$445K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 30.86% |
$12.7K - $13.6K
|
401
$30.5K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-182- 2.75% |
$12.9K - $13.8K
|
6.43K
$489K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-182- 2.02% |
$12.9K - $13.8K
|
8.83K
$671K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-182- 0.59% |
$12.9K - $13.8K
|
30.7K
$2.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-183- 1.38% |
$13K - $13.9K
|
13.1K
$995K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-185- 30.83% |
$13.2K - $14K
|
415
$31.6K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-189- 4.89% |
$13.4K - $14.3K
|
3.68K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194- 1.47% |
$13.8K - $14.7K
|
13K
$990K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 1.14% |
$13.9K - $14.8K
|
16.8K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 5.37% |
$14.2K - $15.2K
|
3.52K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-206- 2.33% |
$14.6K - $15.6K
|
8.63K
$657K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-207- 4.15% |
$14.7K - $15.7K
|
4.78K
$364K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-209- 1.72% |
$14.9K - $15.8K
|
11.9K
$908K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-210- 4.6% |
$14.9K - $15.9K
|
4.36K
$331K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-215- 0.19% |
$15.3K - $16.3K
|
111K
$8.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-220- 18.09% |
$15.6K - $16.7K
|
996
$75.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-221- 7.05% |
$15.7K - $16.7K
|
2.92K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-225- 14.66% |
$16K - $17.1K
|
1.31K
$99.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-229- 1.01% |
$16.3K - $17.4K
|
22.5K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-235- 1.87% |
$16.7K - $17.8K
|
12.3K
$938K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-238- 1.15% |
$16.9K - $18K
|
20.4K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-249- 6.32% |
$17.7K - $18.9K
|
3.69K
$281K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-250- 3.78% |
$17.8K - $18.9K
|
6.37K
$484K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-251- 3.19% |
$17.8K - $19K
|
7.61K
$579K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-254- 33.2% |
$18.1K - $19.2K
|
511
$38.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-255- 53.13% |
$18.1K - $19.3K
|
225
$17.1K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-256- 4.28% |
$18.2K - $19.4K
|
5.72K
$435K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-257- 1.36% |
$18.3K - $19.5K
|
18.7K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-260- 0.15% |
$18.5K - $19.7K
|
178K
$13.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-262- 3.72% |
$18.6K - $19.9K
|
6.78K
$515K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-263- 0.09% |
$18.7K - $19.9K
|
298K
$22.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-264- 35.82% |
$18.8K - $20K
|
473
$36K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 36.45% |
$19.1K - $20.4K
|
469
$35.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-274- 1.72% |
$19.5K - $20.8K
|
15.6K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-275- 3.7% |
$19.6K - $20.8K
|
7.16K
$544K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-283- 30.53% |
$20.1K - $21.4K
|
644
$49K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-283- 52.9% |
$20.1K - $21.4K
|
252
$19.2K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-289- 1.75% |
$20.6K - $21.9K
|
16.2K
$1.23M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-289- 2.77% |
$20.6K - $21.9K
|
10.1K
$771K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-290- 4.56% |
$20.6K - $22K
|
6.07K
$462K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-292- 2.25% |
$20.8K - $22.1K
|
12.7K
$963K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-298- 4.19% |
$21.2K - $22.6K
|
6.82K
$518K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-298- 2.0% |
$21.2K - $22.6K
|
14.6K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-303- 5.22% |
$21.5K - $23K
|
5.51K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-305- 9.42% |
$21.7K - $23.1K
|
2.93K
$223K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-309- 9.79% |
$22K - $23.4K
|
2.85K
$217K
|