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 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.66K+ 2.1% |
$193K - $206K
|
129K
$9.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.63KNew |
$191K - $204K
|
2.63K
$200K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.58K+ 1.14% |
$187K - $200K
|
229K
$17.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.53K+ 4.89% |
$184K - $196K
|
54.3K
$4.13M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.49K+ 68.87% |
$181K - $193K
|
6.11K
$465K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.4K+ 11.35% |
$174K - $186K
|
23.5K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.38K+ 9.3% |
$173K - $185K
|
28K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.38K+ 4.26% |
$172K - $184K
|
58.2K
$4.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2.37K+ 131.76% |
$172K - $184K
|
4.17K
$317K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.3K+ 1.68% |
$167K - $178K
|
139K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.16K+ 4.28% |
$157K - $167K
|
52.7K
$4M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.15K+ 1.08% |
$156K - $167K
|
202K
$15.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.15K+ 8.86% |
$156K - $166K
|
26.4K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.13K+ 3.06% |
$155K - $165K
|
71.9K
$5.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 2.9% |
$153K - $164K
|
74.9K
$5.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.08K+ 67.4% |
$151K - $162K
|
5.18K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 6.86% |
$149K - $159K
|
32.1K
$2.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.06K+ 6.83% |
$149K - $159K
|
32.2K
$2.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.05K+ 48.82% |
$149K - $159K
|
6.25K
$475K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.04K+ 0.52% |
$148K - $158K
|
392K
$29.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.98K+ 1.62% |
$143K - $153K
|
124K
$9.44M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 49.91% |
$139K - $148K
|
5.75K
$437K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.87K+ 28.95% |
$136K - $145K
|
8.35K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.86K+ 4.11% |
$135K - $144K
|
47.2K
$3.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.86K+ 3.43% |
$135K - $144K
|
56K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.85K+ 3.72% |
$135K - $144K
|
51.7K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.79KNew |
$130K - $139K
|
1.79K
$136K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.78K+ 7.0% |
$129K - $138K
|
27.2K
$2.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.76K+ 7.47% |
$128K - $136K
|
25.3K
$1.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.75K+ 8.76% |
$127K - $136K
|
21.8K
$1.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.72K+ 5.51% |
$125K - $133K
|
32.9K
$2.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.71K+ 14.31% |
$124K - $133K
|
13.7K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.67K+ 17.86% |
$122K - $130K
|
11K
$840K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.67K+ 296.97% |
$121K - $129K
|
2.23K
$169K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 412.22% |
$120K - $128K
|
2.05K
$156K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 412.22% |
$120K - $128K
|
2.05K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.63K+ 1.2% |
$119K - $127K
|
137K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.61K+ 39.31% |
$117K - $124K
|
5.69K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.6K+ 3.64% |
$116K - $124K
|
45.4K
$3.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.59KNew |
$115K - $123K
|
1.59K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.55K+ 43.35% |
$112K - $120K
|
5.12K
$389K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.47K+ 67.54% |
$106K - $114K
|
3.64K
$277K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.44K+ 5.45% |
$104K - $111K
|
27.8K
$2.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41K+ 0.94% |
$102K - $109K
|
152K
$11.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.4K+ 28.5% |
$102K - $109K
|
6.32K
$481K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.38K+ 6.4% |
$100K - $107K
|
22.9K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.38K+ 30.65% |
$100K - $107K
|
5.87K
$446K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 1.74% |
$99.7K - $106K
|
80.3K
$6.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 1.78% |
$99K - $106K
|
77.9K
$5.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.34K+ 3.75% |
$97.1K - $104K
|
37K
$2.81M
|