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
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
66.2KNew |
$4.71M - $5.02M
|
66.2K
$5.03M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
66K+ 20.96% |
$4.7M - $5.01M
|
381K
$29M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.9K+ 161.8% |
$4.61M - $4.92M
|
105K
$7.98M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
64.4KNew |
$4.58M - $4.88M
|
64.4K
$4.89M
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
61.3KNew |
$4.36M - $4.64M
|
61.3K
$4.66M
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
61.2K+ 1227.73% |
$4.35M - $4.63M
|
66.1K
$5.03M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
60.1K+ 349.59% |
$4.27M - $4.55M
|
77.3K
$5.88M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
54.6K+ 117.72% |
$3.88M - $4.13M
|
101K
$7.67M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
52.1K+ 72.43% |
$3.71M - $3.95M
|
124K
$9.43M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.1K+ 63.97% |
$3.7M - $3.95M
|
134K
$10.2M
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
50.4KNew |
$3.58M - $3.82M
|
50.4K
$3.83M
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
49.9KNew |
$3.55M - $3.78M
|
49.9K
$3.79M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
48.8K+ 9.78% |
$3.47M - $3.7M
|
547K
$41.6M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.5K+ 340.95% |
$3.38M - $3.6M
|
61.5K
$4.68M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
47K+ 184.95% |
$3.34M - $3.56M
|
72.4K
$5.5M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
46.8K+ 91.42% |
$3.33M - $3.54M
|
97.9K
$7.45M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
45.6K+ 667.8% |
$3.24M - $3.45M
|
52.4K
$3.98M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45K+ 4.95% |
$3.2M - $3.41M
|
955K
$72.6M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
43.9K+ 24.91% |
$3.12M - $3.33M
|
220K
$16.7M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
43.7KNew |
$3.11M - $3.31M
|
43.7K
$3.33M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41.4KNew |
$2.94M - $3.14M
|
41.4K
$3.15M
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
40.6K+ 5.21% |
$2.89M - $3.08M
|
821K
$62.4M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
37K+ 10.66% |
$2.63M - $2.8M
|
384K
$29.2M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
35.3KNew |
$2.51M - $2.68M
|
35.3K
$2.69M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
34.3K+ 69.81% |
$2.44M - $2.6M
|
83.3K
$6.34M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.7KNew |
$2.4M - $2.56M
|
33.7K
$2.56M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
31.6K+ 8.51% |
$2.25M - $2.4M
|
404K
$30.7M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
30.5KNew |
$2.17M - $2.31M
|
30.5K
$2.32M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.2KNew |
$2.14M - $2.29M
|
30.2K
$2.29M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
29.4KNew |
$2.09M - $2.23M
|
29.4K
$2.24M
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
28K+ 50.91% |
$1.99M - $2.12M
|
83K
$6.32M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$1.96M - $2.09M
|
27.5K
$2.09M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
27.3K+ 92.66% |
$1.94M - $2.07M
|
56.8K
$4.32M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
26.9K+ 113.84% |
$1.91M - $2.04M
|
50.5K
$3.84M
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26K+ 56493.48% |
$1.85M - $1.97M
|
26K
$1.98M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
25.7K+ 1028.0% |
$1.83M - $1.95M
|
28.2K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
25KNew |
$1.78M - $1.89M
|
25K
$1.9M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
24.9KNew |
$1.77M - $1.88M
|
24.9K
$1.89M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.9K+ 11.87% |
$1.63M - $1.74M
|
216K
$16.4M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
22.9K+ 24.02% |
$1.63M - $1.73M
|
118K
$8.97M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.8K+ 100.32% |
$1.62M - $1.73M
|
45.5K
$3.46M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22.6K+ 17.38% |
$1.61M - $1.72M
|
153K
$11.6M
|
|
May 15, 2023
Q1 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
22.2K+ 16.8% |
$1.58M - $1.68M
|
154K
$11.7M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.3KNew |
$1.52M - $1.61M
|
21.3K
$1.62M
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
21.3KNew |
$1.51M - $1.61M
|
21.3K
$1.62M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
21.2KNew |
$1.51M - $1.61M
|
21.2K
$1.61M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.5M - $1.6M
|
21.1K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21K+ 18.71% |
$1.5M - $1.59M
|
133K
$10.2M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
20.4K+ 14.46% |
$1.45M - $1.54M
|
161K
$12.3M
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
19.9K+ 99.39% |
$1.41M - $1.51M
|
39.9K
$3.03M
|