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 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.19K- 3.83% |
$151K - $167K
|
55.1K
$4.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.22K- 24.46% |
$153K - $169K
|
6.85K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.27K- 32.47% |
$156K - $173K
|
4.72K
$359K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.32K- 3.31% |
$160K - $176K
|
67.7K
$5.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
SELL
|
- |
-2.36K- 1.95% |
$162K - $180K
|
119K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.44K- 2.21% |
$168K - $186K
|
108K
$8.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 4.15% |
$174K - $192K
|
58.3K
$4.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 5.18% |
$174K - $192K
|
46.2K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.71K- 3.73% |
$186K - $206K
|
69.9K
$5.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.71K- 9.93% |
$186K - $206K
|
24.6K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.76K- 6.03% |
$190K - $210K
|
43K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.78K- 48.22% |
$191K - $211K
|
2.98K
$227K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.81K- 24.72% |
$193K - $214K
|
8.55K
$650K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.86K- 1.17% |
$197K - $218K
|
241K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 39.26% |
$208K - $230K
|
4.67K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.05K- 8.45% |
$210K - $232K
|
33.1K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.12K- 14.31% |
$214K - $237K
|
18.7K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.13K- 1.65% |
$215K - $238K
|
186K
$14.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.19K- 7.95% |
$220K - $243K
|
37K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.23K- 80.7% |
$222K - $246K
|
773
$58.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.37K- 29.98% |
$232K - $257K
|
7.88K
$599K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-3.45K- 12.4% |
$237K - $262K
|
24.4K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3.56K- 27.75% |
$245K - $271K
|
9.27K
$705K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.59K- 50.54% |
$247K - $273K
|
3.51K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.6K- 27.91% |
$248K - $274K
|
9.3K
$707K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.63K- 11.91% |
$250K - $276K
|
26.8K
$2.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.66K- 21.04% |
$251K - $278K
|
13.7K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.8K- 41.36% |
$262K - $289K
|
5.39K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.81K- 23.62% |
$262K - $290K
|
12.3K
$937K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-3.93K- 3.0% |
$270K - $299K
|
127K
$9.65M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.06K- 58.06% |
$280K - $309K
|
2.94K
$223K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.1K- 12.78% |
$282K - $312K
|
28K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-4.15K- 12.9% |
$286K - $316K
|
28K
$2.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.21K- 2.78% |
$290K - $320K
|
147K
$11.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.22K- 41.1% |
$290K - $321K
|
6.04K
$460K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.23K- 5.9% |
$291K - $322K
|
67.5K
$5.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-4.54K- 21.49% |
$312K - $345K
|
16.6K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Passaic Partners LLC
|
SELL
|
- |
-4.61K- 2.64% |
$317K - $351K
|
170K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.68K- 24.76% |
$322K - $356K
|
14.2K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.76K- 43.06% |
$327K - $362K
|
6.29K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.85K- 5.99% |
$333K - $369K
|
76.1K
$5.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.85K- 31.3% |
$334K - $369K
|
10.7K
$810K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.89K- 17.64% |
$336K - $372K
|
22.8K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.9K- 8.57% |
$337K - $373K
|
52.3K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.99K- 1.21% |
$343K - $379K
|
408K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5K- 18.51% |
$344K - $380K
|
22K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.09K- 36.92% |
$350K - $387K
|
8.7K
$661K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.13K- 57.72% |
$353K - $390K
|
3.76K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.17K- 18.53% |
$356K - $394K
|
22.7K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-5.27K- 5.67% |
$362K - $401K
|
87.6K
$6.66M
|