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 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.72K- 14.36% |
$478K - $509K
|
40.1K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6.77K- 71.21% |
$481K - $513K
|
2.74K
$208K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.9K- 18.79% |
$491K - $523K
|
29.8K
$2.27M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.16K- 26.33% |
$509K - $542K
|
20K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.2K- 12.28% |
$512K - $546K
|
51.4K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.21K- 1.73% |
$513K - $546K
|
409K
$31.1M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7.31K- 65.67% |
$520K - $554K
|
3.82K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.59K- 44.75% |
$540K - $575K
|
9.38K
$713K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.79K- 52.53% |
$554K - $590K
|
7.04K
$535K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-8.02K- 41.62% |
$570K - $608K
|
11.2K
$855K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-8.15K- 36.47% |
$579K - $618K
|
14.2K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.15K- 32.77% |
$580K - $618K
|
16.7K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.21K- 33.15% |
$584K - $622K
|
16.5K
$1.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-8.43K- 62.4% |
$599K - $639K
|
5.08K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.55K- 26.18% |
$608K - $648K
|
24.1K
$1.83M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.73KClosed |
$621K - $661K
|
0
$0
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.75K- 34.38% |
$622K - $663K
|
16.7K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-8.78K- 99.9% |
$625K - $666K
|
9
$684
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.91K- 16.49% |
$634K - $675K
|
45.1K
$3.43M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.99K- 26.58% |
$639K - $681K
|
24.8K
$1.89M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-9.16K- 7.19% |
$651K - $694K
|
118K
$8.99M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-9.84K- 30.02% |
$699K - $745K
|
22.9K
$1.74M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9.85K- 59.04% |
$700K - $746K
|
6.83K
$520K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.91K- 11.12% |
$705K - $751K
|
79.2K
$6.02M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10K- 62.8% |
$712K - $759K
|
5.93K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.2K- 5.56% |
$726K - $773K
|
173K
$13.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.6K- 13.55% |
$751K - $800K
|
67.4K
$5.12M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 11.36% |
$809K - $863K
|
88.8K
$6.75M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 14.36% |
$811K - $864K
|
68K
$5.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.6K- 17.63% |
$822K - $876K
|
54K
$4.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-11.8K- 30.87% |
$836K - $891K
|
26.3K
$2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.2K- 15.69% |
$869K - $926K
|
65.6K
$4.99M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-12.2K- 67.28% |
$870K - $927K
|
5.95K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.3K- 77.57% |
$873K - $931K
|
3.55K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.4K- 55.57% |
$883K - $941K
|
9.93K
$755K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-12.4K- 66.03% |
$883K - $941K
|
6.39K
$486K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-12.5K- 18.25% |
$892K - $950K
|
56.2K
$4.27M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.8K- 31.38% |
$907K - $967K
|
27.9K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.8K- 51.78% |
$913K - $973K
|
12K
$909K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-13K- 70.32% |
$922K - $983K
|
5.47K
$416K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.1K- 56.43% |
$930K - $991K
|
10.1K
$768K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$976K - $1.04M
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14.2K- 79.03% |
$1.01M - $1.08M
|
3.77K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.1K- 9.43% |
$1.07M - $1.14M
|
145K
$11M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-15.5K- 29.73% |
$1.1M - $1.17M
|
36.6K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.8K- 23.61% |
$1.19M - $1.27M
|
54.2K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.7K- 11.53% |
$1.26M - $1.34M
|
136K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.3K- 97.22% |
$1.3M - $1.39M
|
523
$39.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-18.4K- 34.12% |
$1.31M - $1.4M
|
35.6K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-18.8K- 17.59% |
$1.34M - $1.43M
|
88.1K
$6.7M
|