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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 30.92% |
$122K - $130K
|
3.79K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.78K- 5.18% |
$128K - $136K
|
32.6K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.81K- 10.44% |
$130K - $138K
|
15.5K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.82K- 78.68% |
$130K - $139K
|
492
$37.4K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.84K- 6.44% |
$132K - $140K
|
26.7K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.87K- 34.5% |
$134K - $143K
|
3.55K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.91K- 25.49% |
$137K - $146K
|
5.58K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.92K- 18.22% |
$137K - $146K
|
8.6K
$654K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.93K- 26.37% |
$138K - $147K
|
5.38K
$409K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.93K- 4.84% |
$138K - $147K
|
38K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.96K- 14.31% |
$140K - $150K
|
11.7K
$892K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.97K- 17.31% |
$141K - $151K
|
9.42K
$716K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.07K- 15.77% |
$148K - $158K
|
11K
$839K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.07K- 1.62% |
$148K - $158K
|
125K
$9.54M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.08K- 7.0% |
$149K - $159K
|
27.6K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.1K- 5.34% |
$151K - $161K
|
37.3K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.13K- 24.49% |
$153K - $163K
|
6.58K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.14K- 1.97% |
$153K - $163K
|
106K
$8.07M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.21K- 9.13% |
$158K - $168K
|
21.9K
$1.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.32K- 23.42% |
$166K - $177K
|
7.6K
$578K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.39K- 27.03% |
$171K - $182K
|
6.45K
$490K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.47K- 5.5% |
$177K - $189K
|
42.5K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-2.47K- 1.33% |
$177K - $189K
|
184K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.48K- 78.95% |
$177K - $189K
|
660
$50.2K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.54K- 38.48% |
$182K - $194K
|
4.06K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.55K- 26.64% |
$182K - $194K
|
7.01K
$533K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.59K- 12.57% |
$185K - $198K
|
18K
$1.37M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.64K- 5.99% |
$189K - $202K
|
41.5K
$3.16M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.68K- 18.52% |
$192K - $205K
|
11.8K
$897K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.68K- 44.68% |
$192K - $205K
|
3.32K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.71K- 10.0% |
$194K - $207K
|
24.4K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.82K- 5.91% |
$202K - $215K
|
44.8K
$3.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.88K- 2.39% |
$206K - $220K
|
118K
$8.95M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.89K- 4.53% |
$207K - $220K
|
60.8K
$4.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-2.89K- 73.14% |
$207K - $221K
|
1.06K
$80.8K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.9K- 12.98% |
$208K - $222K
|
19.5K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.94K- 4.34% |
$210K - $224K
|
64.7K
$4.92M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.03K- 27.74% |
$217K - $231K
|
7.88K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.08K- 48.87% |
$220K - $235K
|
3.22K
$245K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.1K- 51.51% |
$222K - $236K
|
2.91K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.1K- 18.55% |
$222K - $237K
|
13.6K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.37K- 20.81% |
$241K - $257K
|
12.8K
$974K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3.66K- 38.07% |
$262K - $280K
|
5.96K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.8K- 28.91% |
$272K - $290K
|
9.35K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.81K- 41.66% |
$273K - $291K
|
5.34K
$406K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-3.91K- 27.03% |
$280K - $298K
|
10.6K
$802K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.05K- 3.47% |
$290K - $309K
|
113K
$8.56M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-4.17K- 3.9% |
$299K - $319K
|
103K
$7.82M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.18K- 10.74% |
$299K - $319K
|
34.8K
$2.64M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.23K- 9.1% |
$303K - $323K
|
42.3K
$3.21M
|