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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.6K+ 7.83% |
$1.4M - $1.49M
|
271K
$20.6M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.1K+ 15.95% |
$1.29M - $1.37M
|
132K
$10M
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$1.26M - $1.34M
|
17.7K
$1.35M
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
17.5K+ 16.97% |
$1.24M - $1.33M
|
121K
$9.18M
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
17.4K+ 38.84% |
$1.24M - $1.32M
|
62.2K
$4.73M
|
|
May 09, 2023
Q1 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
17K+ 8.22% |
$1.21M - $1.29M
|
223K
$17M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16.7K+ 20.36% |
$1.19M - $1.27M
|
99K
$7.52M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$1.16M - $1.24M
|
16.3K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.2K+ 5.93% |
$1.15M - $1.22M
|
289K
$21.9M
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
16.1K+ 112.63% |
$1.15M - $1.22M
|
30.5K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
15.9KNew |
$1.13M - $1.21M
|
15.9K
$1.21M
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
15.8K+ 46.13% |
$1.13M - $1.2M
|
50.2K
$3.82M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.7K+ 109.68% |
$1.12M - $1.19M
|
30K
$2.28M
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
15.5K+ 2.4% |
$1.1M - $1.18M
|
662K
$50.3M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15.3KNew |
$1.09M - $1.16M
|
15.3K
$1.16M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.7K+ 216.82% |
$1.05M - $1.12M
|
21.5K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14.5K+ 106.74% |
$1.03M - $1.1M
|
28.1K
$2.13M
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.5KNew |
$1.03M - $1.1M
|
14.5K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 3.41% |
$974K - $1.04M
|
416K
$31.6M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
13.5KNew |
$963K - $1.03M
|
13.5K
$1.03M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 8.58% |
$956K - $1.02M
|
170K
$12.9M
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
13.4KNew |
$955K - $1.02M
|
13.4K
$1.02M
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
13.4KNew |
$953K - $1.02M
|
13.4K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
12.8K+ 143.91% |
$907K - $966K
|
21.6K
$1.64M
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$905K - $964K
|
12.7K
$967K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.6K+ 208.27% |
$899K - $958K
|
18.7K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6K+ 10.1% |
$897K - $956K
|
137K
$10.5M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.6KNew |
$893K - $952K
|
12.6K
$955K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.4K+ 108.84% |
$884K - $942K
|
23.8K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.9K+ 92.14% |
$849K - $905K
|
24.9K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.9K+ 22.52% |
$848K - $904K
|
64.9K
$4.93M
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
11.8K+ 22.95% |
$840K - $895K
|
63.3K
$4.81M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.8K+ 4.78% |
$839K - $894K
|
258K
$19.7M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
11.8KNew |
$837K - $892K
|
11.8K
$895K
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 93.78% |
$822K - $876K
|
23.9K
$1.82M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.5K+ 18.02% |
$820K - $874K
|
75.6K
$5.74M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
11.5KNew |
$820K - $874K
|
11.5K
$877K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.5K+ 11.48% |
$818K - $871K
|
112K
$8.49M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.8K+ 21.55% |
$766K - $817K
|
60.8K
$4.62M
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.8KNew |
$765K - $815K
|
10.8K
$818K
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10.6K+ 12.99% |
$754K - $804K
|
92.3K
$7.02M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 297.64% |
$745K - $794K
|
14K
$1.06M
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.2KNew |
$726K - $774K
|
10.2K
$777K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.92K+ 5.8% |
$705K - $752K
|
181K
$13.8M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.71K+ 28.46% |
$690K - $736K
|
43.8K
$3.33M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.48K+ 17.22% |
$674K - $719K
|
64.5K
$4.91M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.96K+ 3.29% |
$637K - $679K
|
281K
$21.4M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.66K+ 19.92% |
$616K - $656K
|
52.1K
$3.97M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.65K+ 158.51% |
$615K - $655K
|
14.1K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
8.6K+ 95544.44% |
$611K - $652K
|
8.61K
$655K
|