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
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.19K+ 130.09% |
$583K - $621K
|
14.5K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.16K+ 41.69% |
$580K - $618K
|
27.7K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.53K+ 5.37% |
$536K - $571K
|
148K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.42K+ 19.19% |
$528K - $562K
|
46.1K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.37KNew |
$524K - $558K
|
7.37K
$560K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
7.3KNew |
$519K - $553K
|
7.3K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.22KNew |
$513K - $547K
|
7.22K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.1K+ 15.12% |
$505K - $538K
|
54.1K
$4.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.08K+ 3.22% |
$503K - $536K
|
227K
$17.2M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
7.01KNew |
$498K - $531K
|
7.01K
$533K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.96K+ 2.27% |
$495K - $528K
|
314K
$23.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6.92K+ 41.64% |
$492K - $525K
|
23.5K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
6.89K+ 26.64% |
$490K - $522K
|
32.8K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.82KNew |
$485K - $517K
|
6.82K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.75K+ 39.33% |
$480K - $511K
|
23.9K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.7K+ 6.3% |
$477K - $508K
|
113K
$8.6M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.57KNew |
$467K - $497K
|
6.57K
$499K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$462K - $493K
|
6.5K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.48K+ 4.25% |
$461K - $491K
|
159K
$12.1M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.42KNew |
$457K - $487K
|
6.42K
$488K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.37K+ 25.15% |
$453K - $483K
|
31.7K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.1K+ 5.54% |
$434K - $462K
|
116K
$8.84M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.02K+ 4.16% |
$428K - $456K
|
151K
$11.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.97K+ 4.64% |
$425K - $452K
|
135K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.86K+ 1.9% |
$417K - $444K
|
315K
$24M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.75KNew |
$409K - $436K
|
5.75K
$437K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.74KNew |
$408K - $435K
|
5.74K
$437K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
5.66K+ 4.68% |
$402K - $429K
|
127K
$9.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.65K+ 10.94% |
$402K - $428K
|
57.4K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.58KNew |
$397K - $423K
|
5.58K
$424K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.24KNew |
$373K - $397K
|
5.24K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.19K+ 2.17% |
$369K - $393K
|
245K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.15K+ 28.99% |
$366K - $390K
|
22.9K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.04K+ 92.14% |
$359K - $382K
|
10.5K
$800K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.94K+ 4.93% |
$351K - $375K
|
105K
$8M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.9KNew |
$348K - $371K
|
4.9K
$372K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.84KNew |
$344K - $366K
|
4.84K
$368K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.82K+ 3.03% |
$343K - $365K
|
164K
$12.4M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.78K+ 4.27% |
$340K - $362K
|
117K
$8.87M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.75KNew |
$338K - $360K
|
4.75K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.57KNew |
$325K - $346K
|
4.57K
$347K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.51K+ 14.01% |
$321K - $342K
|
36.7K
$2.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 56.62% |
$320K - $341K
|
12.5K
$947K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.49KNew |
$319K - $340K
|
4.49K
$342K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.33K+ 45.29% |
$308K - $328K
|
13.9K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.32K+ 30878.57% |
$307K - $328K
|
4.34K
$330K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.3KNew |
$306K - $326K
|
4.3K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.22K+ 17.99% |
$300K - $320K
|
27.7K
$2.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.2KNew |
$299K - $318K
|
4.2K
$319K
|