Purchases and Sales Made in Q2 2023 in Consumer Staples Sector Spdr (XLP)

XLP Quotes by TradingView

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 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.33K
+ 17.08%
$96.8K - $103K
9.15K $695K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
1.33K
+ 4.56%
$96.3K - $103K
30.5K $2.32M
Aug 10, 2023 Q2 2023
Nelson Capital Management, LLC

BUY
 -
1.29K
+ 6.76%
$93.7K - $100K
20.4K $1.55M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
1.27K
+ 10.0%
$92.3K - $98.5K
14K $1.06M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.27K
+ 8.67%
$92.2K - $98.4K
15.9K $1.21M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.26K
+ 13.05%
$91.2K - $97.4K
10.9K $828K
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
1.23K
+ 37.87%
$89.1K - $95.2K
4.47K $340K
Jul 26, 2023 Q2 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
1.21K
+ 12.73%
$87.8K - $93.8K
10.7K $815K
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
1.2K
+ 10.41%
$87.2K - $93.1K
12.7K $968K
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
1.19K
+ 7.87%
$86K - $91.8K
16.2K $1.23M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.18K
+ 1.74%
$85.8K - $91.6K
69.2K $5.26M
Aug 08, 2023 Q2 2023
Bank Of Marin

Novato, CA
BUY
 -
1.1K
+ 5.99%
$79.8K - $85.3K
19.5K $1.48M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
1.08K
+ 1.76%
$78.5K - $83.9K
62.7K $4.77M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.08K
+ 3.44%
$78K - $83.3K
32.3K $2.46M
Jul 31, 2023 Q2 2023
Neirg Wealth Management, LLC

BUY
 -
1.07K
+ 4.3%
$77.5K - $82.8K
25.9K $1.97M
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.06K
+ 3.99%
$76.7K - $81.9K
27.5K $2.09M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
1.02K
+ 2.54%
$74K - $79K
41.1K $3.12M
Aug 11, 2023 Q2 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
1K
New
$72.6K - $77.5K
1K $76K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
988
+ 1.48%
$71.7K - $76.6K
67.6K $5.14M
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
977
+ 2.72%
$70.9K - $75.7K
36.9K $2.8M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
944
+ 12.23%
$68.5K - $73.2K
8.66K $659K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
944
+ 12.23%
$68.5K - $73.2K
8.66K $659K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
940
New
$68.2K - $72.9K
940 $71.5K
Jul 24, 2023 Q2 2023
Royal Harbor Partners, LLC

BUY
 -
927
+ 4.36%
$67.3K - $71.8K
22.2K $1.69M
Jul 21, 2023 Q2 2023
Keeler T Homas Management LLC

BUY
 -
893
+ 13.6%
$64.8K - $69.2K
7.46K $567K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
891
+ 160.54%
$64.7K - $69.1K
1.45K $110K
Jul 24, 2023 Q2 2023
Nbt Bank N A

BUY
 -
888
+ 9.34%
$64.5K - $68.8K
10.4K $790K
Jul 17, 2023 Q2 2023
Retirement Guys Formula LLC

BUY
 -
875
+ 2.37%
$63.5K - $67.8K
37.8K $2.88M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
825
+ 1.52%
$59.9K - $63.9K
55.1K $4.19M
Jul 24, 2023 Q2 2023
Brave Asset Management Inc

BUY
 -
798
+ 1.23%
$57.9K - $61.8K
65.6K $4.98M
Jul 31, 2023 Q2 2023
Credit Agricole S A

BUY
 -
787
+ 7.06%
$57.1K - $61K
11.9K $907K
Jul 10, 2023 Q2 2023
Mechanics Bank Trust Department

BUY
 -
786
+ 3.84%
$57.1K - $60.9K
21.3K $1.62M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
762
+ 4.07%
$55.3K - $59.1K
19.5K $1.48M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
750
+ 3.08%
$54.4K - $58.1K
25.1K $1.91M
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
732
+ 1.14%
$53.1K - $56.7K
65.2K $4.96M
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
728
+ 14.43%
$52.8K - $56.4K
5.77K $439K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
721
+ 1.02%
$52.3K - $55.9K
71.7K $5.45M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
712
+ 3.48%
$51.7K - $55.2K
21.2K $1.61M
Jul 10, 2023 Q2 2023
Appleton Partners Inc

BUY
 -
695
+ 9.77%
$50.5K - $53.9K
7.81K $594K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
687
+ 4.08%
$49.9K - $53.2K
17.5K $1.33M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
685
+ 12.08%
$49.7K - $53.1K
6.35K $483K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
682
+ 17.02%
$49.5K - $52.9K
4.69K $357K
Aug 01, 2023 Q2 2023
First Interstate Bank

Billings, MT
BUY
 -
680
+ 0.73%
$49.4K - $52.7K
93.5K $7.11M
Jul 06, 2023 Q2 2023
Boltwood Capital Management

BUY
 -
653
+ 4.04%
$47.4K - $50.6K
16.8K $1.28M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
650
+ 1.98%
$47.2K - $50.4K
33.4K $2.54M
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
622
+ 1.54%
$45.2K - $48.2K
41.1K $3.13M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
599
+ 10.15%
$43.5K - $46.4K
6.5K $494K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
597
+ 2.5%
$43.3K - $46.3K
24.5K $1.86M
Jul 20, 2023 Q2 2023
Rnc Capital Management LLC

BUY
 -
595
+ 8.24%
$43.2K - $46.1K
7.81K $594K

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