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 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-678- 1.99% |
$48.2K - $51.4K
|
33.4K
$2.54M
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-683- 2.75% |
$48.6K - $51.8K
|
24.2K
$1.84M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-685- 2.74% |
$48.7K - $51.9K
|
24.4K
$1.85M
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-726- 11.85% |
$51.6K - $55K
|
5.4K
$411K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-728- 3.81% |
$51.8K - $55.2K
|
18.4K
$1.4M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-761- 2.88% |
$54.1K - $57.7K
|
25.6K
$1.95M
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-765- 1.22% |
$54.4K - $58K
|
61.8K
$4.7M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-792- 7.38% |
$56.3K - $60K
|
9.94K
$756K
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-795- 9.2% |
$56.5K - $60.2K
|
7.85K
$597K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-803- 1.29% |
$57.1K - $60.9K
|
61.6K
$4.69M
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-805- 6.88% |
$57.2K - $61K
|
10.9K
$829K
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-823- 16.59% |
$58.5K - $62.4K
|
4.14K
$315K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-826- 20.1% |
$58.7K - $62.6K
|
3.28K
$250K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-847- 0.59% |
$60.2K - $64.2K
|
143K
$10.9M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-864- 2.13% |
$61.4K - $65.5K
|
39.6K
$3.01M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-874- 15.07% |
$62.2K - $66.2K
|
4.93K
$375K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-909- 5.68% |
$64.6K - $68.9K
|
15.1K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-920- 0.48% |
$65.4K - $69.7K
|
189K
$14.4M
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-926- 2.26% |
$65.8K - $70.2K
|
40.1K
$3.05M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-930- 19.3% |
$66.1K - $70.5K
|
3.89K
$296K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-946- 22.52% |
$67.3K - $71.7K
|
3.26K
$248K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-959- 3.71% |
$68.2K - $72.7K
|
24.9K
$1.89M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-966- 3.27% |
$68.7K - $73.2K
|
28.6K
$2.17M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-977- 5.89% |
$69.5K - $74K
|
15.6K
$1.19M
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-977- 18.41% |
$69.5K - $74K
|
4.33K
$329K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 20.98% |
$72.5K - $77.3K
|
3.84K
$292K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.04K- 14.18% |
$74.2K - $79K
|
6.31K
$480K
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.05K- 5.38% |
$74.3K - $79.2K
|
18.4K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.05K- 3.03% |
$74.9K - $79.8K
|
33.7K
$2.56M
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.09K- 2.78% |
$77.5K - $82.6K
|
38.2K
$2.9M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.1K- 4.39% |
$77.9K - $83.1K
|
23.8K
$1.81M
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.12K- 15.23% |
$79.6K - $84.8K
|
6.23K
$473K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.13K- 18.13% |
$80.4K - $85.7K
|
5.11K
$388K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.14K- 21.97% |
$81.2K - $86.5K
|
4.06K
$308K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.16K- 12.46% |
$82.5K - $87.9K
|
8.15K
$620K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.18K- 58.73% |
$84.2K - $89.7K
|
832
$63.3K
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.19K- 1.68% |
$84.5K - $90.1K
|
69.8K
$5.31M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.2KClosed |
$85.3K - $90.9K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.24K- 41.22% |
$88.1K - $93.9K
|
1.77K
$134K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 4.45% |
$92.3K - $98.4K
|
27.8K
$2.12M
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.3K- 7.95% |
$92.4K - $98.5K
|
15.1K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.31K- 2.68% |
$93.2K - $99.3K
|
47.6K
$3.62M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.36K- 1.88% |
$96.9K - $103K
|
71K
$5.4M
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.36K- 11.97% |
$96.9K - $103K
|
10K
$762K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.36K- 13.38% |
$96.9K - $103K
|
8.83K
$671K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.37K- 76.11% |
$97.2K - $104K
|
429
$32.6K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.38K- 3.7% |
$97.8K - $104K
|
35.9K
$2.73M
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-1.42K- 4.12% |
$101K - $107K
|
33K
$2.51M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.43K- 5.15% |
$102K - $108K
|
26.4K
$2M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.49K- 8.19% |
$106K - $113K
|
16.7K
$1.27M
|