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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.26K+ 269.62% |
$362K - $401K
|
7.22K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.16K+ 23.4% |
$355K - $393K
|
27.2K
$2.07M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
5.03KNew |
$346K - $383K
|
5.03K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.03KNew |
$346K - $383K
|
5.03K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$344K - $381K
|
5K
$380K
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4.97K+ 5.89% |
$342K - $378K
|
89.3K
$6.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4.92K+ 14.89% |
$339K - $375K
|
38K
$2.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.89K+ 3.78% |
$336K - $372K
|
134K
$10.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.87K+ 48.11% |
$335K - $370K
|
15K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.75K+ 34.42% |
$327K - $361K
|
18.5K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.71KNew |
$324K - $358K
|
4.71K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.66KNew |
$321K - $355K
|
4.66K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.58KNew |
$315K - $348K
|
4.58K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.56K+ 30.61% |
$314K - $347K
|
19.5K
$1.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.53K+ 16.16% |
$311K - $345K
|
32.5K
$2.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.52K+ 9.51% |
$311K - $344K
|
52.1K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.38KNew |
$301K - $333K
|
4.38K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.31K+ 3.63% |
$296K - $328K
|
123K
$9.34M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.19K+ 540.96% |
$288K - $319K
|
4.96K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.19KNew |
$288K - $319K
|
4.19K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4.15KNew |
$285K - $316K
|
4.15K
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.12KNew |
$283K - $313K
|
4.12K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.09K+ 20.39% |
$281K - $311K
|
24.1K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.09K+ 1.13% |
$281K - $311K
|
366K
$27.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.06K+ 65.52% |
$279K - $309K
|
10.3K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
4.06K+ 34.01% |
$279K - $309K
|
16K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.02KNew |
$277K - $306K
|
4.02K
$306K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.79K+ 2.32% |
$261K - $288K
|
167K
$12.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.77K+ 132.62% |
$259K - $287K
|
6.6K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.69K+ 18.31% |
$254K - $281K
|
23.8K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$252K - $279K
|
3.67K
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.61K+ 80.65% |
$248K - $274K
|
8.08K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.4KNew |
$234K - $259K
|
3.4K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.33KNew |
$229K - $253K
|
3.33K
$253K
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
3.02K+ 4.73% |
$208K - $230K
|
66.8K
$5.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
2.92K+ 10.05% |
$201K - $222K
|
32K
$2.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
2.92K+ 3.25% |
$201K - $222K
|
92.6K
$7.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.91K+ 13.39% |
$200K - $222K
|
24.7K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.85K+ 3.53% |
$196K - $217K
|
83.7K
$6.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.84K+ 21.93% |
$195K - $216K
|
15.8K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.83K+ 9.2% |
$194K - $215K
|
33.6K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.81K+ 2.31% |
$193K - $214K
|
125K
$9.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
2.77K+ 3.14% |
$190K - $211K
|
91K
$6.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.76K+ 61.87% |
$190K - $210K
|
7.22K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.74K+ 99.56% |
$189K - $209K
|
5.49K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.71K+ 1.11% |
$186K - $206K
|
246K
$18.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.66K+ 303.42% |
$183K - $203K
|
3.54K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 2.33% |
$174K - $192K
|
111K
$8.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.53K+ 12.4% |
$174K - $192K
|
22.9K
$1.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.44K+ 4.24% |
$168K - $186K
|
60.1K
$4.57M
|