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
|
Pfg Advisors
|
SELL
|
- |
-14.6K- 13.64% |
$1M - $1.11M
|
92.4K
$7.03M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.7K- 3.43% |
$1.01M - $1.12M
|
413K
$31.4M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.9K- 44.28% |
$1.02M - $1.13M
|
18.7K
$1.43M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.1K- 26.09% |
$1.04M - $1.15M
|
42.7K
$3.24M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.1K- 0.38% |
$1.11M - $1.23M
|
4.25M
$323M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18K- 5.86% |
$1.24M - $1.37M
|
288K
$21.9M
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18.1K- 71.55% |
$1.25M - $1.38M
|
7.22K
$549K
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-19.5K- 48.12% |
$1.34M - $1.49M
|
21.1K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 1.83% |
$1.36M - $1.5M
|
1.06M
$80.3M
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-19.8K- 41.27% |
$1.36M - $1.51M
|
28.2K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.9K- 0.57% |
$1.57M - $1.74M
|
3.98M
$302M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-23.1K- 82.86% |
$1.59M - $1.76M
|
4.78K
$364K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23.2K- 89.03% |
$1.59M - $1.76M
|
2.86K
$217K
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-23.5K- 13.06% |
$1.62M - $1.79M
|
157K
$11.9M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-24.5K- 15.37% |
$1.68M - $1.86M
|
135K
$10.3M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-27.7K- 70.04% |
$1.9M - $2.11M
|
11.8K
$900K
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-27.7K- 77.99% |
$1.9M - $2.11M
|
7.81K
$594K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-29K- 12.15% |
$2M - $2.21M
|
210K
$15.9M
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-29.2K- 43.6% |
$2.01M - $2.22M
|
37.7K
$2.87M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-29.8K- 43.33% |
$2.05M - $2.26M
|
38.9K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.6K- 30.75% |
$2.1M - $2.33M
|
68.8K
$5.23M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-32.8K- 62.2% |
$2.26M - $2.5M
|
20K
$1.52M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.2K- 22.86% |
$2.28M - $2.52M
|
112K
$8.51M
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-33.2K- 91.19% |
$2.28M - $2.53M
|
3.21K
$244K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-33.5K- 52.07% |
$2.3M - $2.55M
|
30.8K
$2.34M
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-35.1K- 47.72% |
$2.42M - $2.67M
|
38.5K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.6K- 78.06% |
$2.45M - $2.71M
|
10K
$762K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-36.6K- 73.1% |
$2.52M - $2.79M
|
13.5K
$1.02M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.2K- 14.55% |
$2.56M - $2.83M
|
218K
$16.6M
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-38.2K- 70.48% |
$2.63M - $2.91M
|
16K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.9K- 14.3% |
$2.74M - $3.03M
|
239K
$18.2M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.1K- 10.95% |
$2.83M - $3.13M
|
334K
$25.4M
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-42.4K- 54.78% |
$2.92M - $3.23M
|
35K
$2.66M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-42.8K- 93.38% |
$2.94M - $3.26M
|
3.03K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-45.3K- 24.28% |
$3.12M - $3.45M
|
141K
$10.7M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-46.3K- 84.91% |
$3.19M - $3.53M
|
8.24K
$627K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-46.7K- 11.59% |
$3.21M - $3.55M
|
356K
$27.1M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48.3K- 12.34% |
$3.32M - $3.67M
|
343K
$26.1M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-51.5K- 14.42% |
$3.54M - $3.92M
|
306K
$23.2M
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-51.9K- 77.95% |
$3.57M - $3.95M
|
14.7K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.2K- 26.92% |
$3.59M - $3.97M
|
142K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-52.2K- 93.93% |
$3.59M - $3.98M
|
3.38K
$257K
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-53K- 29.69% |
$3.64M - $4.03M
|
125K
$9.54M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56.6K- 57.04% |
$3.9M - $4.31M
|
42.6K
$3.24M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-57.3K- 47.24% |
$3.94M - $4.36M
|
64K
$4.87M
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-58.9K- 29.81% |
$4.05M - $4.48M
|
139K
$10.5M
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-59.6K- 29.52% |
$4.1M - $4.54M
|
142K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-61.2K- 72.08% |
$4.21M - $4.66M
|
23.7K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-64.7K- 58.42% |
$4.45M - $4.93M
|
46.1K
$3.5M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69.4K- 12.25% |
$4.77M - $5.28M
|
497K
$37.8M
|