Purchases and Sales Made in Q3 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
1+ 0.06% |
$68.8 - $76.1
|
1.64K
$124K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$138 - $152
|
6.71K
$510K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 0.06% |
$206 - $228
|
5.25K
$399K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-3- 0.07% |
$206 - $228
|
4.21K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-4- 7.69% |
$275 - $304
|
48
$3.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 0.59% |
$413 - $457
|
1.01K
$76.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8- 0.06% |
$550 - $609
|
13.7K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-12- 0.4% |
$826 - $913
|
2.97K
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-15- 0.09% |
$1.03K - $1.14K
|
16.9K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16- 0.47% |
$1.1K - $1.22K
|
3.36K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18- 1.27% |
$1.24K - $1.37K
|
1.4K
$106K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-20- 0.52% |
$1.38K - $1.52K
|
3.86K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21- 0.06% |
$1.44K - $1.6K
|
33.7K
$2.56M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-24- 0.51% |
$1.65K - $1.83K
|
4.67K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-25- 0.65% |
$1.72K - $1.9K
|
3.82K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 6.16% |
$2.06K - $2.28K
|
457
$34.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-32- 18.18% |
$2.2K - $2.44K
|
144
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-33- 6.23% |
$2.27K - $2.51K
|
497
$37.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-34- 7.08% |
$2.34K - $2.59K
|
446
$33.9K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-35- 0.45% |
$2.41K - $2.66K
|
7.76K
$590K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-36- 30.0% |
$2.48K - $2.74K
|
84
$6.39K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-37- 0.19% |
$2.55K - $2.82K
|
19.4K
$1.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-40- 0.55% |
$2.75K - $3.04K
|
7.25K
$551K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-42- 0.2% |
$2.89K - $3.2K
|
21.2K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-42- 0.98% |
$2.89K - $3.2K
|
4.26K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-47- 0.88% |
$3.23K - $3.58K
|
5.3K
$403K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-49- 0.22% |
$3.37K - $3.73K
|
22.3K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-54- 53.47% |
$3.72K - $4.11K
|
47
$3.57K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-60- 0.03% |
$4.13K - $4.57K
|
179K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-60- 0.32% |
$4.13K - $4.57K
|
18.6K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-64- 50.39% |
$4.4K - $4.87K
|
63
$4.79K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-65- 0.14% |
$4.47K - $4.95K
|
46.7K
$3.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-72- 29.27% |
$4.95K - $5.48K
|
174
$13.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-72- 0.73% |
$4.95K - $5.48K
|
9.81K
$746K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 0.53% |
$5.16K - $5.71K
|
14K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 30.0% |
$5.16K - $5.71K
|
175
$13.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-77- 0.48% |
$5.3K - $5.86K
|
16K
$1.22M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-79- 0.48% |
$5.44K - $6.01K
|
16.3K
$1.24M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-80- 28.57% |
$5.5K - $6.09K
|
200
$15.2K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-81- 3.82% |
$5.57K - $6.16K
|
2.04K
$155K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-84- 0.56% |
$5.78K - $6.39K
|
15K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-85- 0.67% |
$5.85K - $6.47K
|
12.5K
$953K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-87- 0.2% |
$5.99K - $6.62K
|
42.4K
$3.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-90- 0.5% |
$6.19K - $6.85K
|
17.7K
$1.35M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-90- 0.63% |
$6.19K - $6.85K
|
14.3K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-91- 0.44% |
$6.26K - $6.93K
|
20.7K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-93- 8.54% |
$6.4K - $7.08K
|
996
$75.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-93- 3.09% |
$6.4K - $7.08K
|
2.91K
$222K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-94- 0.92% |
$6.47K - $7.15K
|
10.1K
$768K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-98- 4.4% |
$6.74K - $7.46K
|
2.13K
$162K
|