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 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.15KNew |
$225K - $240K
|
3.15K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.15KNew |
$225K - $240K
|
3.15K
$239K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 30.54% |
$224K - $239K
|
13.4K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.08KNew |
$220K - $235K
|
3.08K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.04KNew |
$217K - $232K
|
3.04K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.97K+ 5.26% |
$213K - $227K
|
59.4K
$4.52M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.94K+ 5.05% |
$210K - $224K
|
61.1K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.93KNew |
$209K - $223K
|
2.93K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.91KNew |
$208K - $222K
|
2.91K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.91KNew |
$208K - $222K
|
2.91K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.9K+ 5.01% |
$208K - $222K
|
60.8K
$4.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.85KNew |
$204K - $217K
|
2.85K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.84KNew |
$203K - $217K
|
2.84K
$216K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.81KNew |
$201K - $214K
|
2.81K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.8KNew |
$201K - $214K
|
2.8K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.79K+ 44.3% |
$200K - $213K
|
9.09K
$691K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.79KNew |
$200K - $213K
|
2.79K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.76K+ 1.47% |
$197K - $210K
|
190K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 287.67% |
$195K - $208K
|
3.68K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.72K+ 27.37% |
$195K - $208K
|
12.7K
$964K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
2.72K+ 20.26% |
$195K - $208K
|
16.1K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.72KNew |
$194K - $207K
|
2.72K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.71KNew |
$194K - $207K
|
2.71K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.7KNew |
$193K - $206K
|
2.7K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
2.69KNew |
$193K - $206K
|
2.69K
$205K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.68KNew |
$192K - $205K
|
2.68K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.67KNew |
$191K - $204K
|
2.67K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.66KNew |
$190K - $203K
|
2.66K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.58K+ 15.32% |
$185K - $197K
|
19.4K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.47K+ 52.23% |
$177K - $188K
|
7.19K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.42KNew |
$173K - $185K
|
2.42K
$184K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2.37K+ 2.77% |
$169K - $181K
|
87.7K
$6.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.3K+ 13.98% |
$165K - $176K
|
18.7K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.27K+ 5.18% |
$163K - $173K
|
46.1K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.26K+ 6.24% |
$162K - $172K
|
38.4K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.19K+ 2.9% |
$157K - $167K
|
77.9K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19K+ 67.29% |
$157K - $167K
|
5.45K
$414K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
2.19K+ 16.44% |
$157K - $167K
|
15.5K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.13K+ 11.6% |
$153K - $163K
|
20.5K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.05KNew |
$147K - $156K
|
2.05K
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.03K+ 6.35% |
$145K - $155K
|
33.9K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.02K+ 6.9% |
$144K - $154K
|
31.3K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.97K+ 2.14% |
$141K - $151K
|
94K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
1.92K+ 3.96% |
$138K - $147K
|
50.4K
$3.83M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9K+ 2.33% |
$136K - $145K
|
83.6K
$6.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.86K+ 2.74% |
$133K - $142K
|
69.9K
$5.31M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.83K+ 4.21% |
$131K - $139K
|
45.2K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.75K+ 25.52% |
$125K - $134K
|
8.6K
$654K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.73K+ 8.93% |
$123K - $132K
|
21K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.72K+ 16.69% |
$123K - $131K
|
12K
$915K
|