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 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.4K+ 18.04% |
$1.48M - $1.58M
|
134K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.9K+ 41.42% |
$1.44M - $1.54M
|
67.9K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.7K+ 27.54% |
$1.43M - $1.53M
|
91.3K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.6K+ 55.12% |
$1.42M - $1.52M
|
55.2K
$4.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
19.5KNew |
$1.42M - $1.51M
|
19.5K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.1K+ 903.74% |
$1.32M - $1.4M
|
20.1K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
18.1KNew |
$1.31M - $1.4M
|
18.1K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18K+ 181.15% |
$1.31M - $1.39M
|
27.9K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.5K+ 6.08% |
$1.27M - $1.36M
|
306K
$23.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
17.4K+ 2.64% |
$1.27M - $1.35M
|
679K
$51.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 2.24% |
$1.26M - $1.34M
|
790K
$60M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.3K+ 52.85% |
$1.26M - $1.34M
|
50.1K
$3.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
16.1KNew |
$1.17M - $1.25M
|
16.1K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.5K+ 55.63% |
$1.13M - $1.2M
|
43.4K
$3.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.3K+ 23.31% |
$1.11M - $1.19M
|
80.9K
$6.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 251.26% |
$1.11M - $1.18M
|
21.4K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.3K+ 5.02% |
$1.11M - $1.18M
|
319K
$24.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.2K+ 370.29% |
$1.11M - $1.18M
|
19.4K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
15.1KNew |
$1.1M - $1.17M
|
15.1K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
14.9KNew |
$1.08M - $1.15M
|
14.9K
$1.13M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 30.49% |
$1.01M - $1.08M
|
59.4K
$4.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.8KNew |
$1M - $1.07M
|
13.8K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13.7KNew |
$993K - $1.06M
|
13.7K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
13.5KNew |
$980K - $1.05M
|
13.5K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.5K+ 13.67% |
$978K - $1.04M
|
112K
$8.52M
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
13.4KNew |
$973K - $1.04M
|
13.4K
$1.02M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
13.4KNew |
$973K - $1.04M
|
13.4K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.3K+ 66.72% |
$966K - $1.03M
|
33.3K
$2.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.3KNew |
$965K - $1.03M
|
13.3K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.2K+ 31.95% |
$959K - $1.02M
|
54.6K
$4.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.2K+ 12.52% |
$956K - $1.02M
|
118K
$9M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.6K+ 7.51% |
$914K - $976K
|
180K
$13.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
12.4K+ 22.13% |
$902K - $963K
|
68.6K
$5.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.4K+ 7.68% |
$899K - $960K
|
174K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 2.22% |
$891K - $952K
|
566K
$43.1M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
12K+ 63.08% |
$873K - $932K
|
31.1K
$2.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.6K+ 12.52% |
$839K - $896K
|
104K
$7.9M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$824K - $880K
|
11.4K
$863K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11K+ 305.08% |
$798K - $852K
|
14.6K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.9K+ 35.77% |
$793K - $846K
|
41.4K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.7KNew |
$776K - $828K
|
10.7K
$813K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.5K+ 63.07% |
$764K - $816K
|
27.2K
$2.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$758K - $809K
|
10.4K
$794K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 45.02% |
$758K - $809K
|
33.6K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10.4K+ 51.27% |
$756K - $807K
|
30.7K
$2.34M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$739K - $789K
|
10.2K
$774K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
10.1KNew |
$730K - $780K
|
10.1K
$765K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
9.48K+ 12.66% |
$688K - $735K
|
84.4K
$6.41M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$664K - $709K
|
9.15K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.15K+ 65.3% |
$664K - $709K
|
23.2K
$1.76M
|