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 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.4K- 32.63% |
$371K - $411K
|
11.1K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-5.54K- 10.57% |
$381K - $421K
|
46.8K
$3.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5.54K- 42.91% |
$381K - $422K
|
7.37K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.55K- 41.96% |
$381K - $422K
|
7.67K
$583K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.79K- 7.33% |
$398K - $440K
|
73.2K
$5.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.88K- 14.36% |
$405K - $448K
|
35.1K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-6K- 0.22% |
$413K - $457K
|
2.71M
$206M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.04K- 19.43% |
$416K - $460K
|
25.1K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-6.11K- 48.99% |
$420K - $465K
|
6.36K
$483K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.16K- 60.66% |
$424K - $469K
|
4K
$304K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6.58K- 26.07% |
$453K - $501K
|
18.7K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.6K- 58.51% |
$454K - $503K
|
4.68K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.66K- 89.15% |
$458K - $507K
|
810
$61.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.71K- 43.98% |
$461K - $510K
|
8.54K
$649K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.97K- 4.01% |
$480K - $530K
|
167K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.15K- 33.27% |
$492K - $544K
|
14.4K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.22K- 22.32% |
$497K - $549K
|
25.1K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.26K- 15.88% |
$499K - $552K
|
38.5K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.46K- 11.06% |
$513K - $568K
|
60K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.68K- 51.28% |
$528K - $584K
|
7.3K
$555K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7.98K- 2.64% |
$549K - $607K
|
294K
$22.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.17K- 97.31% |
$562K - $622K
|
226
$17.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.3K- 8.0% |
$571K - $632K
|
95.5K
$7.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.37K- 5.69% |
$576K - $637K
|
139K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-8.77K- 89.97% |
$603K - $667K
|
977
$74.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.02K- 15.85% |
$620K - $686K
|
47.9K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-9.09K- 5.69% |
$625K - $692K
|
151K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.27K- 2.33% |
$638K - $706K
|
388K
$29.5M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.44K- 68.09% |
$649K - $718K
|
4.42K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-9.45K- 34.75% |
$650K - $719K
|
17.7K
$1.35M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.6K- 32.54% |
$661K - $731K
|
19.9K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-9.7K- 3.1% |
$667K - $738K
|
303K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-9.83K- 40.43% |
$677K - $748K
|
14.5K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-10K- 95.84% |
$689K - $762K
|
435
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.2K- 7.0% |
$703K - $777K
|
136K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10.3K- 3.92% |
$708K - $783K
|
252K
$19.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 43.9% |
$714K - $790K
|
13.3K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.5K- 3.36% |
$721K - $797K
|
301K
$22.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.8K- 19.67% |
$745K - $824K
|
44.2K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-10.9K- 47.09% |
$750K - $830K
|
12.3K
$932K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.4K- 34.22% |
$783K - $866K
|
21.9K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-12K- 28.65% |
$827K - $915K
|
29.9K
$2.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12.2K- 70.24% |
$838K - $927K
|
5.16K
$393K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.2K- 68.05% |
$839K - $928K
|
5.72K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.2K- 19.42% |
$841K - $930K
|
50.7K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.5K- 18.44% |
$862K - $953K
|
55.4K
$4.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.8K- 29.45% |
$880K - $973K
|
30.6K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-13.3K- 39.92% |
$915K - $1.01M
|
20K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.9K- 65.24% |
$959K - $1.06M
|
7.43K
$565K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.6K- 3.4% |
$1M - $1.11M
|
413K
$31.4M
|