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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.14K- 1.82% |
$78.4K - $86.8K
|
61.6K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.15K- 1.04% |
$78.8K - $87.1K
|
109K
$8.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.15K- 4.91% |
$79.3K - $87.7K
|
22.3K
$1.7M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16K- 10.67% |
$79.9K - $88.4K
|
9.73K
$739K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.18K- 3.12% |
$81.2K - $89.8K
|
36.6K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-1.22K- 14.95% |
$84.1K - $93K
|
6.95K
$529K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.24K- 15.77% |
$85K - $94.1K
|
6.6K
$502K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.24K- 6.11% |
$85.1K - $94.1K
|
19K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.24K- 15.39% |
$85.4K - $94.5K
|
6.83K
$519K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.28K- 5.07% |
$88.3K - $97.7K
|
24K
$1.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.29K- 24.88% |
$88.6K - $98K
|
3.89K
$296K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.3K- 12.39% |
$89.4K - $98.9K
|
9.2K
$699K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.33K- 21.44% |
$91.5K - $101K
|
4.87K
$371K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.34K- 21.93% |
$92.1K - $102K
|
4.76K
$362K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.34K- 8.88% |
$92.2K - $102K
|
13.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.34K- 2.55% |
$92.2K - $102K
|
51.3K
$3.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.35K- 17.58% |
$93K - $103K
|
6.34K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.37K- 17.99% |
$94.4K - $104K
|
6.26K
$476K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.47K- 6.21% |
$101K - $112K
|
22.1K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.47K- 19.22% |
$101K - $112K
|
6.18K
$470K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.47K- 1.34% |
$101K - $112K
|
108K
$8.23M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.48K- 18.89% |
$101K - $112K
|
6.33K
$482K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.48K- 15.99% |
$102K - $112K
|
7.76K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 72.15% |
$102K - $113K
|
572
$43.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.52K- 9.89% |
$104K - $115K
|
13.8K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.56K- 2.28% |
$108K - $119K
|
67K
$5.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.58K- 27.36% |
$108K - $120K
|
4.19K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.59K- 13.02% |
$109K - $121K
|
10.6K
$808K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.69K- 1.81% |
$116K - $128K
|
91.8K
$6.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.7K- 20.7% |
$117K - $129K
|
6.51K
$495K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.7K- 22.64% |
$117K - $129K
|
5.81K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.72K- 4.66% |
$118K - $131K
|
35.2K
$2.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.73K- 4.9% |
$119K - $131K
|
33.5K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 20.03% |
$120K - $133K
|
6.97K
$530K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.77K- 4.46% |
$122K - $135K
|
37.8K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.77K- 19.35% |
$122K - $135K
|
7.38K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.78K- 27.87% |
$122K - $135K
|
4.59K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.78K- 6.54% |
$123K - $136K
|
25.4K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.82K- 12.01% |
$125K - $138K
|
13.3K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-1.83K- 5.33% |
$126K - $139K
|
32.5K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.88K- 0.71% |
$129K - $143K
|
262K
$20M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.91K- 45.88% |
$132K - $146K
|
2.26K
$171K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.91K- 28.84% |
$132K - $146K
|
4.72K
$359K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.92K- 10.69% |
$132K - $146K
|
16K
$1.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.01K- 6.41% |
$139K - $153K
|
29.4K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.02K- 19.46% |
$139K - $154K
|
8.37K
$636K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.03K- 8.13% |
$140K - $154K
|
22.9K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.04K- 1.98% |
$140K - $155K
|
101K
$7.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 39.51% |
$142K - $157K
|
3.16K
$240K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.18K- 1.59% |
$150K - $166K
|
135K
$10.3M
|