Purchases and Sales Made in Q2 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
20+ 0.71% |
$1.45K - $1.55K
|
2.84K
$216K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
18+ 0.64% |
$1.31K - $1.4K
|
2.82K
$214K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
17+ 0.17% |
$1.23K - $1.32K
|
10.2K
$772K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 16.04% |
$1.23K - $1.32K
|
123
$9.35K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
17+ 0.5% |
$1.23K - $1.32K
|
3.43K
$261K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 1.61% |
$1.16K - $1.24K
|
1.01K
$77K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14+ 0.05% |
$1.02K - $1.09K
|
27.7K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
14+ 0.53% |
$1.02K - $1.09K
|
2.66K
$202K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 0.83% |
$1.02K - $1.09K
|
1.7K
$129K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
12+ 0.09% |
$871 - $930
|
13.1K
$996K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
11+ 1.19% |
$798 - $853
|
937
$71.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
10+ 0.31% |
$726 - $775
|
3.27K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 14.29% |
$726 - $775
|
80
$6.08K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.38% |
$581 - $620
|
2.09K
$159K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7New |
$508 - $543
|
7
$532
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6+ 0.11% |
$436 - $465
|
5.29K
$402K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 5.21% |
$363 - $388
|
101
$7.68K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.64% |
$363 - $388
|
787
$59.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$363 - $388
|
28.5K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$363 - $388
|
5
$380
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4+ 11.11% |
$290 - $310
|
40
$3.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.15% |
$290 - $310
|
2.74K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.01% |
$290 - $310
|
33.7K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.13% |
$290 - $310
|
3.06K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
4+ 0.04% |
$290 - $310
|
10.7K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.28% |
$218 - $233
|
1.09K
$83K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.08% |
$218 - $233
|
3.86K
$293K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.72% |
$218 - $233
|
421
$32K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.01% |
$145 - $155
|
15.1K
$1.15M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$145 - $155
|
1.9K
$144K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.75% |
$145 - $155
|
269
$20.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 1.16% |
$145 - $155
|
175
$13.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Sl Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$145 - $155
|
8.18K
$622K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$72.6 - $77.5
|
8.64K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.63% |
$72.6 - $77.5
|
161
$12.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.78% |
$72.6 - $77.5
|
129
$9.81K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$72.6 - $77.5
|
156
$11.9K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.4% |
$72.6 - $77.5
|
252
$19.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 3.7% |
$145 - $155
|
52
$3.95K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 0.01% |
$218 - $233
|
29.1K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3- 0.02% |
$218 - $233
|
16.7K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.92% |
$290 - $310
|
429
$32.6K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-5- 0.31% |
$363 - $388
|
1.63K
$124K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7- 0.22% |
$508 - $543
|
3.22K
$245K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.14% |
$726 - $775
|
7.12K
$542K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-15- 4.89% |
$1.09K - $1.16K
|
292
$22.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-16- 0.27% |
$1.16K - $1.24K
|
5.92K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 13.79% |
$1.45K - $1.55K
|
125
$9.51K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 1.69% |
$1.45K - $1.55K
|
1.16K
$88.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.29% |
$1.45K - $1.55K
|
6.99K
$532K
|