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 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.52K+ 103.46% |
$328K - $350K
|
8.88K
$675K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
4.51KNew |
$327K - $349K
|
4.51K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.42KNew |
$321K - $343K
|
4.42K
$336K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
4.29K+ 31.51% |
$312K - $333K
|
17.9K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.14KNew |
$301K - $321K
|
4.14K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.01K+ 55.19% |
$291K - $311K
|
11.3K
$858K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4KNew |
$290K - $310K
|
4K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
3.81K+ 4.52% |
$277K - $296K
|
88.3K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.79K+ 2.56% |
$275K - $294K
|
152K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.72K+ 12.47% |
$270K - $288K
|
33.6K
$2.55M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.7K+ 42.28% |
$269K - $287K
|
12.5K
$948K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.64K+ 23.87% |
$264K - $282K
|
18.9K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.62KNew |
$263K - $281K
|
3.62K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.59K+ 13.87% |
$261K - $279K
|
29.5K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 6.01% |
$250K - $267K
|
60.8K
$4.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 29.14% |
$250K - $267K
|
15.2K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.4K+ 20.37% |
$246K - $263K
|
20.1K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$245K - $262K
|
3.38K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.34KNew |
$242K - $258K
|
3.34K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$242K - $258K
|
3.33K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.32KNew |
$241K - $257K
|
3.32K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
3.3KNew |
$240K - $256K
|
3.3K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.22K+ 53.48% |
$233K - $249K
|
9.23K
$702K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.18KNew |
$231K - $247K
|
3.18K
$242K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.16KNew |
$229K - $245K
|
3.16K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.14K+ 11.18% |
$228K - $243K
|
31.2K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
3.11K+ 5.75% |
$226K - $241K
|
57.2K
$4.35M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.1K+ 4.38% |
$225K - $240K
|
74K
$5.63M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
3.08K+ 13.29% |
$224K - $239K
|
26.3K
$2M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.04K+ 21.26% |
$221K - $236K
|
17.4K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
3.03K+ 6.28% |
$220K - $235K
|
51.3K
$3.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.02K+ 22.33% |
$219K - $234K
|
16.5K
$1.26M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
BUY
|
- |
3.01KNew |
$218K - $233K
|
3.01K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.97K+ 1.79% |
$215K - $230K
|
168K
$12.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.95K+ 43.47% |
$214K - $228K
|
9.72K
$739K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.9K+ 12.14% |
$210K - $225K
|
26.8K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.86KNew |
$208K - $222K
|
2.86K
$217K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.84KNew |
$206K - $220K
|
2.84K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.8KNew |
$204K - $217K
|
2.8K
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.8KNew |
$203K - $217K
|
2.8K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.8K+ 32.91% |
$203K - $217K
|
11.3K
$859K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.79KNew |
$202K - $216K
|
2.79K
$212K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$200K - $214K
|
2.76K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$200K - $213K
|
2.75K
$209K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$200K - $213K
|
2.75K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
2.73K+ 2.31% |
$198K - $212K
|
121K
$9.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.73K+ 0.65% |
$198K - $212K
|
420K
$32M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.72K+ 16.52% |
$197K - $210K
|
19.2K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.7K+ 7.34% |
$196K - $209K
|
39.4K
$3M
|