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 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.3K+ 9.15% |
$913K - $1.01M
|
158K
$12M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 4.47% |
$906K - $1M
|
308K
$23.4M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.5K+ 52.45% |
$860K - $952K
|
36.3K
$2.76M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.5K+ 52.45% |
$860K - $952K
|
36.3K
$2.76M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.4K+ 278.74% |
$854K - $945K
|
16.9K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
12.4K+ 91.86% |
$853K - $944K
|
25.9K
$1.97M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.2K+ 47.87% |
$839K - $928K
|
37.6K
$2.86M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.8K+ 319.62% |
$809K - $895K
|
15.4K
$1.17M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 8.76% |
$792K - $876K
|
143K
$10.9M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$788K - $872K
|
11.5K
$871K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11.4K+ 2436.89% |
$786K - $870K
|
11.9K
$905K
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
10.6KNew |
$730K - $807K
|
10.6K
$806K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.2K+ 32.58% |
$699K - $773K
|
41.3K
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 9.96% |
$698K - $773K
|
112K
$8.52M
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
9.88K+ 51.03% |
$680K - $752K
|
29.2K
$2.22M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.86K+ 8.72% |
$678K - $750K
|
123K
$9.34M
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.63K+ 7.76% |
$662K - $733K
|
134K
$10.2M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
9.62K+ 7.71% |
$662K - $732K
|
134K
$10.2M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.32KNew |
$641K - $709K
|
9.32K
$708K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.94K+ 11.93% |
$615K - $680K
|
83.9K
$6.38M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.93K+ 5.73% |
$614K - $679K
|
165K
$12.5M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.9K+ 32.3% |
$612K - $677K
|
36.4K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.61K+ 107.59% |
$593K - $656K
|
16.6K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
8.27KNew |
$569K - $629K
|
8.27K
$629K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.1K+ 39.84% |
$557K - $616K
|
28.4K
$2.16M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.75K+ 1.98% |
$533K - $589K
|
400K
$30.4M
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
7.74K+ 9.94% |
$533K - $589K
|
85.6K
$6.51M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.61K+ 16.76% |
$524K - $579K
|
53K
$4.03M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.57K+ 33.27% |
$521K - $576K
|
30.3K
$2.3M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.55K+ 20.84% |
$519K - $574K
|
43.8K
$3.33M
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
7.34K+ 52.98% |
$505K - $558K
|
21.2K
$1.61M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.29K+ 9.62% |
$502K - $555K
|
83K
$6.32M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.15K+ 37.34% |
$492K - $544K
|
26.3K
$2M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
7.12KNew |
$490K - $542K
|
7.12K
$542K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.05K+ 20.57% |
$485K - $537K
|
41.3K
$3.14M
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.95K+ 16.77% |
$478K - $529K
|
48.4K
$3.68M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
6.75KNew |
$464K - $514K
|
6.75K
$513K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.61KNew |
$455K - $503K
|
6.61K
$502K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.56KNew |
$451K - $499K
|
6.56K
$499K
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6.52K+ 0.96% |
$448K - $496K
|
686K
$52.1M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.51K+ 0.46% |
$448K - $495K
|
1.43M
$109M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
6.39K+ 3.86% |
$440K - $486K
|
172K
$13.1M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.32K+ 58.58% |
$435K - $481K
|
17.1K
$1.3M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6K+ 3.95% |
$413K - $457K
|
158K
$12M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.8K+ 11.01% |
$399K - $441K
|
58.5K
$4.45M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5.72K+ 20.62% |
$394K - $435K
|
33.5K
$2.54M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.68KNew |
$391K - $432K
|
5.68K
$432K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.62K+ 29.79% |
$387K - $428K
|
24.5K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.6K+ 33.95% |
$385K - $426K
|
22.1K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.51K+ 15.71% |
$379K - $420K
|
40.6K
$3.09M
|