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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
879+ 25.21% |
$62.5K - $66.6K
|
4.37K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
866+ 2.23% |
$61.6K - $65.6K
|
39.7K
$3.02M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
858+ 12.19% |
$61K - $65K
|
7.9K
$601K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
833+ 13.26% |
$59.2K - $63.1K
|
7.11K
$541K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
826+ 72.58% |
$58.7K - $62.6K
|
1.96K
$149K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
822+ 1.05% |
$58.5K - $62.3K
|
78.9K
$6M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
805New |
$57.2K - $61K
|
805
$61.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
798+ 12.33% |
$56.7K - $60.5K
|
7.27K
$553K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
797+ 16.21% |
$56.7K - $60.4K
|
5.71K
$434K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
754+ 7.87% |
$53.6K - $57.1K
|
10.3K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
752+ 2.92% |
$53.5K - $57K
|
26.5K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
748+ 3.46% |
$53.2K - $56.7K
|
22.3K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
703+ 1.1% |
$50K - $53.3K
|
64.4K
$4.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
683+ 3.47% |
$48.6K - $51.8K
|
20.3K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
680+ 21.34% |
$48.4K - $51.5K
|
3.87K
$294K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
671New |
$47.7K - $50.8K
|
671
$51K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
667+ 5.85% |
$47.4K - $50.5K
|
12.1K
$918K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
650New |
$46.2K - $49.3K
|
650
$49.4K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
646+ 140.13% |
$45.9K - $49K
|
1.11K
$84.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
633+ 9.74% |
$45K - $48K
|
7.13K
$542K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
625+ 2.14% |
$44.4K - $47.4K
|
29.8K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
624+ 6.85% |
$44.4K - $47.3K
|
9.73K
$740K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
614+ 0.17% |
$43.7K - $46.5K
|
366K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
588+ 1.19% |
$41.8K - $44.6K
|
49.8K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
583+ 335.06% |
$41.5K - $44.2K
|
757
$57.6K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
574New |
$40.8K - $43.5K
|
574
$43.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
564New |
$40.1K - $42.7K
|
564
$42.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
555New |
$39.5K - $42.1K
|
555
$42.2K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
542+ 6.05% |
$38.5K - $41.1K
|
9.5K
$723K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
530+ 1.05% |
$37.7K - $40.2K
|
50.9K
$3.87M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
515+ 2.22% |
$36.6K - $39K
|
23.7K
$1.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
505+ 7.42% |
$35.9K - $38.3K
|
7.31K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
450+ 5.48% |
$32K - $34.1K
|
8.66K
$659K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
433+ 7.74% |
$30.8K - $32.8K
|
6.03K
$458K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
415+ 19.33% |
$29.5K - $31.4K
|
2.56K
$195K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
412+ 3.09% |
$29.3K - $31.2K
|
13.7K
$1.04M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
401New |
$28.5K - $30.4K
|
401
$30.5K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
400+ 2.08% |
$28.4K - $30.3K
|
19.7K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
390+ 5.6% |
$27.7K - $29.6K
|
7.36K
$559K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
385+ 1.38% |
$27.4K - $29.2K
|
28.4K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
379+ 0.41% |
$27K - $28.7K
|
93.1K
$7.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
371+ 2.13% |
$26.4K - $28.1K
|
17.8K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
347+ 7.59% |
$24.7K - $26.3K
|
4.92K
$374K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
331+ 93.77% |
$23.5K - $25.1K
|
684
$52K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
320+ 0.3% |
$22.8K - $24.2K
|
107K
$8.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
316+ 2.73% |
$22.5K - $23.9K
|
11.9K
$905K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
316New |
$22.5K - $23.9K
|
316
$24K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
315+ 11.48% |
$22.4K - $23.9K
|
3.06K
$233K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
310+ 147.62% |
$22K - $23.5K
|
520
$39.5K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
301+ 1.94% |
$21.4K - $22.8K
|
15.8K
$1.2M
|