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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.43K+ 47.46% |
$167K - $185K
|
7.55K
$574K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.41K+ 3.25% |
$166K - $183K
|
76.4K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.37K+ 10.69% |
$163K - $181K
|
24.6K
$1.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.25K+ 12.02% |
$155K - $171K
|
21K
$1.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.24K+ 6.69% |
$154K - $171K
|
35.8K
$2.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.2K+ 3.35% |
$151K - $167K
|
67.7K
$5.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.18K+ 20.5% |
$150K - $166K
|
12.8K
$974K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 5.36% |
$145K - $161K
|
41.5K
$3.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.09K+ 62.61% |
$144K - $159K
|
5.42K
$412K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.06K+ 9.02% |
$142K - $157K
|
24.9K
$1.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.05K+ 16.25% |
$141K - $156K
|
14.7K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
BUY
|
- |
2.05K+ 6.38% |
$141K - $156K
|
34.1K
$2.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.04K+ 30.89% |
$140K - $155K
|
8.64K
$657K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.01KNew |
$138K - $153K
|
2.01K
$153K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.91K+ 50.33% |
$131K - $145K
|
5.71K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.9K+ 12.93% |
$130K - $144K
|
16.6K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.89K+ 10.49% |
$130K - $144K
|
19.9K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1.85K+ 1234.0% |
$127K - $141K
|
2K
$152K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.79K+ 8.68% |
$123K - $136K
|
22.4K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.75K+ 21.45% |
$121K - $133K
|
9.92K
$754K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 19.11% |
$119K - $132K
|
10.8K
$821K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.7K+ 32.43% |
$117K - $129K
|
6.93K
$527K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 5.77% |
$116K - $128K
|
30.8K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 4.49% |
$115K - $127K
|
38.8K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.65K+ 2.92% |
$113K - $125K
|
58.2K
$4.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.55K+ 35.49% |
$107K - $118K
|
5.91K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.51K+ 5.73% |
$104K - $115K
|
27.8K
$2.11M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
1.5K+ 4.94% |
$103K - $114K
|
32K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.47K+ 0.86% |
$101K - $112K
|
171K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.45K+ 13.98% |
$100K - $111K
|
11.9K
$901K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 5.41% |
$99.6K - $110K
|
28.2K
$2.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.44K+ 3.05% |
$98.9K - $109K
|
48.6K
$3.7M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
1.41K+ 3.44% |
$97.3K - $108K
|
42.5K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.4K+ 0.74% |
$96K - $106K
|
191K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.39KNew |
$95.5K - $106K
|
1.39K
$106K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.38K+ 47.57% |
$94.9K - $105K
|
4.28K
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.38K+ 6.34% |
$94.7K - $105K
|
23.1K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 5.84% |
$94.6K - $105K
|
24.9K
$1.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
1.37K+ 3.14% |
$94K - $104K
|
44.9K
$3.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.31K+ 2.37% |
$90.1K - $99.7K
|
56.7K
$4.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 1.91% |
$85.7K - $94.7K
|
66.4K
$5.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.23K+ 8.97% |
$84.3K - $93.3K
|
14.9K
$1.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.22K+ 18.31% |
$84.1K - $93K
|
7.9K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.22K+ 14.45% |
$84K - $92.9K
|
9.67K
$735K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.16K+ 5.98% |
$80.1K - $88.6K
|
20.6K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.15K+ 7.08% |
$79.1K - $87.5K
|
17.4K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.11K+ 9.16% |
$76.6K - $84.8K
|
13.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.1K+ 1.89% |
$75.7K - $83.8K
|
59.3K
$4.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.1K+ 136.7% |
$75.3K - $83.3K
|
1.9K
$144K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 8.19% |
$74.9K - $82.9K
|
14.4K
$1.09M
|