Purchases and Sales Made in Q1 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 2024. 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 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.03% |
$430 - $458
|
23.4K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$358 - $382
|
28.5K
$2.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.06% |
$358 - $382
|
8.92K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
$286 - $305
|
1.1K
$83.9K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.71% |
$286 - $305
|
564
$42.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4+ 0.03% |
$286 - $305
|
12.7K
$964K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.7% |
$215 - $229
|
430
$32.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.39% |
$215 - $229
|
780
$59.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 0.28% |
$143 - $153
|
709
$53.9K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.73% |
$143 - $153
|
275
$20.9K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$143 - $153
|
1.91K
$145K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$71.6 - $76.4
|
118
$8.97K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.22% |
$71.6 - $76.4
|
463
$35.2K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$71.6 - $76.4
|
531
$40.4K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.96% |
$71.6 - $76.4
|
105
$7.98K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.62% |
$71.6 - $76.4
|
163
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.04% |
$71.6 - $76.4
|
50
$3.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$71.6 - $76.4
|
3.9K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 33.33% |
$71.6 - $76.4
|
2
$152
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.29% |
$143 - $153
|
688
$52.3K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 5.0% |
$143 - $153
|
38
$2.89K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-4- 0.09% |
$286 - $305
|
4.21K
$320K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4- 1.09% |
$286 - $305
|
362
$27.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 0.71% |
$286 - $305
|
562
$42.7K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6- 0.19% |
$430 - $458
|
3.23K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7- 0.2% |
$501 - $535
|
3.46K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 20.0% |
$573 - $611
|
32
$2.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8- 0.04% |
$573 - $611
|
21.2K
$1.61M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-9- 69.23% |
$644 - $687
|
4
$304
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 0.05% |
$716 - $764
|
21K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10- 0.34% |
$716 - $764
|
2.97K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-12- 0.02% |
$859 - $916
|
74.3K
$5.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-14- 0.21% |
$1K - $1.07K
|
6.78K
$516K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-15- 0.27% |
$1.07K - $1.15K
|
5.51K
$419K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17- 0.19% |
$1.22K - $1.3K
|
9.08K
$691K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-21- 0.63% |
$1.5K - $1.6K
|
3.31K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23- 0.45% |
$1.65K - $1.76K
|
5.13K
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.18% |
$1.79K - $1.91K
|
14K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-25- 0.08% |
$1.79K - $1.91K
|
33.1K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-25- 2.2% |
$1.79K - $1.91K
|
1.11K
$84.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$1.86K - $1.99K
|
7.12K
$541K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.5% |
$2.15K - $2.29K
|
5.93K
$451K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-30- 7.33% |
$2.15K - $2.29K
|
379
$28.8K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-30- 3.45% |
$2.15K - $2.29K
|
840
$63.9K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-31- 0.09% |
$2.22K - $2.37K
|
33.1K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-33- 0.98% |
$2.36K - $2.52K
|
3.33K
$254K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-34- 2.99% |
$2.43K - $2.6K
|
1.1K
$83.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-34- 0.64% |
$2.43K - $2.6K
|
5.3K
$403K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 1.07% |
$2.51K - $2.67K
|
3.23K
$246K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-36- 1.09% |
$2.58K - $2.75K
|
3.28K
$249K
|