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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.73K- 8.98% |
$198K - $212K
|
27.7K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.76K- 14.39% |
$200K - $214K
|
16.4K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 7.64% |
$206K - $220K
|
34.3K
$2.61M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.98K- 6.46% |
$216K - $231K
|
43.1K
$3.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 2.54% |
$230K - $246K
|
121K
$9.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.31K- 47.65% |
$240K - $256K
|
3.64K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.31K- 6.51% |
$240K - $257K
|
47.6K
$3.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.37K- 21.59% |
$245K - $261K
|
12.2K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.4K- 2.97% |
$247K - $264K
|
111K
$8.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.43K- 2.28% |
$249K - $266K
|
147K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.43K- 5.57% |
$249K - $266K
|
58.2K
$4.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.58K- 2.93% |
$260K - $277K
|
119K
$9.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 82.63% |
$277K - $296K
|
803
$61.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 28.5% |
$287K - $307K
|
9.92K
$754K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 8.17% |
$296K - $316K
|
45.8K
$3.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.08K- 14.73% |
$296K - $316K
|
23.6K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.13K- 5.35% |
$300K - $320K
|
73.2K
$5.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.38K- 23.04% |
$318K - $340K
|
14.6K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.42K- 7.22% |
$321K - $343K
|
56.9K
$4.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.43K- 7.81% |
$322K - $344K
|
52.4K
$3.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.64K- 28.04% |
$337K - $360K
|
11.9K
$905K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-4.65K- 1.27% |
$338K - $360K
|
362K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.67K- 18.67% |
$339K - $362K
|
20.3K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.95K- 59.03% |
$359K - $384K
|
3.44K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.6K- 58.28% |
$406K - $434K
|
4.01K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.79K- 11.26% |
$421K - $449K
|
45.6K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-5.8K- 29.67% |
$421K - $449K
|
13.7K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.91K- 5.06% |
$429K - $458K
|
111K
$8.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.09K- 39.13% |
$442K - $472K
|
9.47K
$720K
|
|
|
Aug 01, 2023
Q2 2023
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-6.21K- 2.78% |
$451K - $481K
|
217K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.28K- 21.32% |
$456K - $486K
|
23.2K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.54K- 8.27% |
$475K - $507K
|
72.6K
$5.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.68K- 2.95% |
$485K - $518K
|
220K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.75K- 17.7% |
$490K - $523K
|
31.4K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.06K- 98.6% |
$512K - $547K
|
100
$7.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-7.29K- 8.78% |
$529K - $565K
|
75.8K
$5.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.91K- 9.11% |
$574K - $613K
|
79K
$6M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-8.1K- 0.23% |
$588K - $628K
|
3.56M
$270M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-8.19K- 8.36% |
$595K - $635K
|
89.7K
$6.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.25K- 2.62% |
$599K - $639K
|
307K
$23.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-8.33K- 43.28% |
$604K - $645K
|
10.9K
$830K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.64K- 31.41% |
$627K - $670K
|
18.9K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.66K- 13.13% |
$629K - $671K
|
57.3K
$4.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.16K- 11.56% |
$665K - $710K
|
70K
$5.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-10.4K- 23.81% |
$756K - $807K
|
33.3K
$2.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.4K- 9.46% |
$758K - $809K
|
99.9K
$7.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-11.2K- 16.86% |
$815K - $870K
|
55.4K
$4.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 48.05% |
$841K - $897K
|
12.5K
$952K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-12.2K- 10.08% |
$883K - $942K
|
109K
$8.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.5K- 20.8% |
$906K - $968K
|
47.5K
$3.61M
|