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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
472+ 15.04% |
$32.5K - $35.9K
|
3.61K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
471+ 10.66% |
$32.4K - $35.8K
|
4.89K
$372K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
464+ 0.37% |
$31.9K - $35.3K
|
125K
$9.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
463+ 13.78% |
$31.9K - $35.2K
|
3.82K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
462New |
$31.8K - $35.2K
|
462
$35.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
457+ 4.95% |
$31.4K - $34.8K
|
9.69K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
454+ 1.89% |
$31.2K - $34.5K
|
24.4K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
440New |
$30.3K - $33.5K
|
440
$33.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
414+ 1.66% |
$28.5K - $31.5K
|
25.3K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
404+ 3.98% |
$27.8K - $30.7K
|
10.6K
$803K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
403+ 12.95% |
$27.7K - $30.7K
|
3.52K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
402+ 0.95% |
$27.7K - $30.6K
|
42.7K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
390New |
$26.8K - $29.7K
|
390
$29.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
385+ 7.38% |
$26.5K - $29.3K
|
5.6K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
385+ 3.15% |
$26.5K - $29.3K
|
12.6K
$958K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
377+ 9.43% |
$25.9K - $28.7K
|
4.38K
$333K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
375+ 0.69% |
$25.8K - $28.5K
|
54.7K
$4.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
367New |
$25.2K - $27.9K
|
367
$27.9K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
364+ 0.22% |
$25K - $27.7K
|
169K
$12.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
361+ 0.01% |
$24.8K - $27.5K
|
3.56M
$270M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
359+ 10.97% |
$24.7K - $27.3K
|
3.63K
$276K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
356+ 8.59% |
$24.5K - $27.1K
|
4.5K
$342K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
351+ 0.83% |
$24.1K - $26.7K
|
42.5K
$3.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
350+ 9.61% |
$24.1K - $26.6K
|
3.99K
$303K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
344+ 3.1% |
$23.7K - $26.2K
|
11.5K
$871K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
330+ 12.42% |
$22.7K - $25.1K
|
2.99K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
315+ 2.37% |
$21.7K - $24K
|
13.6K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
302+ 1.9% |
$20.8K - $23K
|
16.2K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 33.33% |
$20.6K - $22.8K
|
1.2K
$91.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
292+ 63.07% |
$20.1K - $22.2K
|
755
$57.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
292+ 4.84% |
$20.1K - $22.2K
|
6.33K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
280+ 9.2% |
$19.3K - $21.3K
|
3.32K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
266+ 3.37% |
$18.3K - $20.2K
|
8.16K
$620K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
261+ 1.55% |
$18K - $19.9K
|
17.1K
$1.3M
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
260+ 5.77% |
$17.9K - $19.8K
|
4.77K
$362K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
259New |
$17.8K - $19.7K
|
259
$19.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
258+ 3.85% |
$17.8K - $19.6K
|
6.96K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
251New |
$17.3K - $19.1K
|
251
$19.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
247+ 5.74% |
$17K - $18.8K
|
4.55K
$346K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
235+ 4.06% |
$16.2K - $17.9K
|
6.02K
$458K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
227+ 2.58% |
$15.6K - $17.3K
|
9.04K
$687K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
218+ 3.11% |
$15K - $16.6K
|
7.22K
$549K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
211+ 1.78% |
$14.5K - $16.1K
|
12.1K
$917K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
211+ 527.5% |
$14.5K - $16.1K
|
251
$19.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
210+ 0.21% |
$14.4K - $16K
|
100K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
205+ 3.16% |
$14.1K - $15.6K
|
6.7K
$509K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
202+ 2.04% |
$13.9K - $15.4K
|
10.1K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
193New |
$13.3K - $14.7K
|
193
$14.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
187+ 374.0% |
$12.9K - $14.2K
|
237
$18K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
182+ 0.57% |
$12.5K - $13.9K
|
32.3K
$2.46M
|