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 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-534- 6.4% |
$36.7K - $40.6K
|
7.81K
$594K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-550- 5.09% |
$37.8K - $41.9K
|
10.3K
$780K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-564- 6.01% |
$38.8K - $42.9K
|
8.82K
$671K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-568- 7.97% |
$39.1K - $43.2K
|
6.56K
$498K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-572- 5.35% |
$39.4K - $43.5K
|
10.1K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-577- 30.81% |
$39.7K - $43.9K
|
1.3K
$98.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-595- 6.12% |
$40.9K - $45.3K
|
9.13K
$694K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-598- 1.39% |
$41.1K - $45.5K
|
42.5K
$3.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-599- 7.23% |
$41.2K - $45.6K
|
7.68K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-600- 0.54% |
$41.3K - $45.7K
|
110K
$8.4M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-607- 7.73% |
$41.8K - $46.2K
|
7.25K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-614- 4.42% |
$42.2K - $46.7K
|
13.3K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-633- 4.43% |
$43.6K - $48.2K
|
13.7K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-635- 1.85% |
$43.7K - $48.3K
|
33.7K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-667- 1.82% |
$45.9K - $50.8K
|
36K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-668- 5.08% |
$46K - $50.8K
|
12.5K
$949K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-678- 1.14% |
$46.6K - $51.6K
|
58.7K
$4.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-682- 4.74% |
$46.9K - $51.9K
|
13.7K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-693- 4.11% |
$47.7K - $52.7K
|
16.2K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-700- 2.09% |
$48.2K - $53.3K
|
32.7K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-701- 37.97% |
$48.2K - $53.3K
|
1.15K
$87.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-708- 5.78% |
$48.7K - $53.9K
|
11.5K
$877K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-709- 18.55% |
$48.8K - $54K
|
3.11K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-731- 5.01% |
$50.3K - $55.6K
|
13.9K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-746- 5.1% |
$51.3K - $56.8K
|
13.9K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-749- 1.82% |
$51.5K - $57K
|
40.4K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-751- 3.39% |
$51.7K - $57.2K
|
21.4K
$1.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-832- 7.17% |
$57.2K - $63.3K
|
10.8K
$820K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-854- 1.72% |
$58.8K - $65K
|
48.7K
$3.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-860- 55.74% |
$59.2K - $65.4K
|
683
$51.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-871- 13.77% |
$59.9K - $66.3K
|
5.45K
$415K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-879- 9.98% |
$60.5K - $66.9K
|
7.93K
$603K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-894- 17.2% |
$61.5K - $68K
|
4.3K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-912- 12.49% |
$62.7K - $69.4K
|
6.39K
$486K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-924- 54.1% |
$63.6K - $70.3K
|
784
$59.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-929- 7.3% |
$63.9K - $70.7K
|
11.8K
$898K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-933- 23.08% |
$64.2K - $71K
|
3.11K
$236K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-943- 2.55% |
$64.9K - $71.8K
|
36.1K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-968- 3.49% |
$66.6K - $73.7K
|
26.7K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-971- 13.93% |
$66.8K - $73.9K
|
6K
$456K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-987- 14.95% |
$67.9K - $75.1K
|
5.62K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-998- 0.52% |
$68.7K - $75.9K
|
192K
$14.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.01K- 4.39% |
$69.1K - $76.5K
|
21.9K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.03K- 2.67% |
$70.9K - $78.4K
|
37.6K
$2.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 19.89% |
$71.6K - $79.1K
|
4.19K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.07K- 91.98% |
$73.4K - $81.2K
|
93
$7.07K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.1K- 14.85% |
$75.4K - $83.4K
|
6.29K
$478K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.1K- 1.74% |
$75.9K - $83.9K
|
62.2K
$4.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.11K- 4.7% |
$76.6K - $84.7K
|
22.5K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.13K- 12.48% |
$77.6K - $85.8K
|
7.91K
$602K
|