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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$72.8K - $80.5K
|
1.06K
$80.5K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
1.05K+ 2.05% |
$72.2K - $79.9K
|
52.3K
$3.98M
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 1.27% |
$70.2K - $77.6K
|
81.3K
$6.18M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.01K+ 41.32% |
$69.8K - $77.2K
|
3.47K
$264K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1K+ 4.0% |
$69K - $76.3K
|
26.1K
$1.99M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
977+ 10.27% |
$67.2K - $74.3K
|
10.5K
$798K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
970+ 4.93% |
$66.7K - $73.8K
|
20.7K
$1.57M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
964+ 4.37% |
$66.3K - $73.4K
|
23K
$1.75M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
957+ 10.1% |
$65.8K - $72.8K
|
10.4K
$793K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
950+ 2.53% |
$65.4K - $72.3K
|
38.4K
$2.92M
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
940+ 3.38% |
$64.7K - $71.5K
|
28.8K
$2.19M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
920New |
$63.3K - $70K
|
920
$70K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
880+ 8.09% |
$60.5K - $67K
|
11.8K
$894K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
870+ 7.77% |
$59.9K - $66.2K
|
12.1K
$917K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
826+ 7.71% |
$56.8K - $62.9K
|
11.5K
$878K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
825+ 29.43% |
$56.8K - $62.8K
|
3.63K
$276K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
814+ 17.98% |
$56K - $61.9K
|
5.34K
$406K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
801New |
$55.1K - $61K
|
801
$60.9K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
799+ 6.57% |
$55K - $60.8K
|
13K
$985K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
798+ 2.65% |
$54.9K - $60.7K
|
31K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
783+ 4.69% |
$53.9K - $59.6K
|
17.5K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
780+ 1.17% |
$53.7K - $59.4K
|
67.4K
$5.12M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
776+ 1.7% |
$53.4K - $59.1K
|
46.4K
$3.53M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
775+ 0.84% |
$53.3K - $59K
|
93.3K
$7.1M
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
767+ 4.37% |
$52.8K - $58.4K
|
18.3K
$1.39M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
762+ 13.19% |
$52.4K - $58K
|
6.54K
$497K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
759+ 1.34% |
$52.2K - $57.8K
|
57.5K
$4.37M
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
758New |
$52.2K - $57.7K
|
758
$57.6K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
752New |
$51.7K - $57.2K
|
752
$57.2K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
749+ 4.73% |
$51.5K - $57K
|
16.6K
$1.26M
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
744+ 1.27% |
$51.2K - $56.6K
|
59.2K
$4.5M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
699+ 15.77% |
$48.1K - $53.2K
|
5.13K
$390K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
694+ 373.12% |
$47.7K - $52.8K
|
880
$66.9K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
686New |
$47.2K - $52.2K
|
686
$52.2K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
642+ 0.96% |
$44.2K - $48.9K
|
67.2K
$5.11M
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
642+ 5.42% |
$44.2K - $48.9K
|
12.5K
$949K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
624+ 22.41% |
$42.9K - $47.5K
|
3.41K
$259K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
615+ 2.66% |
$42.3K - $46.8K
|
23.8K
$1.81M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
615+ 3.91% |
$42.3K - $46.8K
|
16.3K
$1.24M
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
606+ 19.12% |
$41.7K - $46.1K
|
3.78K
$287K
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
596+ 0.93% |
$41K - $45.4K
|
64.9K
$4.93M
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
585+ 36.47% |
$40.2K - $44.5K
|
2.19K
$166K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
580+ 19.29% |
$39.9K - $44.1K
|
3.59K
$273K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
568+ 26.63% |
$39.1K - $43.2K
|
2.7K
$205K
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
563+ 4.41% |
$38.7K - $42.8K
|
13.3K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
555+ 38.38% |
$38.2K - $42.2K
|
2K
$152K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
554+ 9.63% |
$38.1K - $42.2K
|
6.31K
$480K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
496+ 4.92% |
$34.1K - $37.7K
|
10.6K
$804K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
491New |
$33.8K - $37.4K
|
491
$37.3K
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
490+ 2.32% |
$33.7K - $37.3K
|
21.6K
$1.65M
|