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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
181+ 16.09% |
$12.5K - $13.8K
|
1.31K
$99.3K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
177+ 3.69% |
$12.2K - $13.5K
|
4.97K
$378K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
164+ 18.28% |
$11.3K - $12.5K
|
1.06K
$80.7K
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
159+ 0.28% |
$10.9K - $12.1K
|
57.9K
$4.4M
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
158+ 1.08% |
$10.9K - $12K
|
14.8K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
157+ 4.88% |
$10.8K - $11.9K
|
3.37K
$257K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
156New |
$10.7K - $11.9K
|
156
$11.9K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
155New |
$10.7K - $11.8K
|
155
$11.8K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
155+ 1.0% |
$10.7K - $11.8K
|
15.7K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
154+ 4.48% |
$10.6K - $11.7K
|
3.59K
$273K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
150+ 7.01% |
$10.3K - $11.4K
|
2.29K
$174K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
147+ 15.69% |
$10.1K - $11.2K
|
1.08K
$82.4K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
143+ 0.52% |
$9.84K - $10.9K
|
27.8K
$2.11M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
142+ 118.33% |
$9.77K - $10.8K
|
262
$19.9K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
138+ 3.76% |
$9.49K - $10.5K
|
3.81K
$290K
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
134+ 2.48% |
$9.22K - $10.2K
|
5.54K
$421K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129+ 0.19% |
$8.88K - $9.82K
|
69.3K
$5.27M
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
125+ 0.58% |
$8.6K - $9.51K
|
21.8K
$1.65M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
125+ 2.96% |
$8.6K - $9.51K
|
4.35K
$331K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
123New |
$8.46K - $9.36K
|
123
$9.35K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
121+ 2.11% |
$8.32K - $9.21K
|
5.85K
$445K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
117+ 2.82% |
$8.05K - $8.9K
|
4.27K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
113+ 1.91% |
$7.77K - $8.6K
|
6.03K
$458K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
112+ 17.23% |
$7.71K - $8.52K
|
762
$57.9K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
111+ 0.84% |
$7.64K - $8.45K
|
13.4K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
106+ 0.85% |
$7.29K - $8.07K
|
12.6K
$960K
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
104+ 2.02% |
$7.16K - $7.91K
|
5.24K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
100+ 2.76% |
$6.88K - $7.61K
|
3.72K
$283K
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$6.88K - $7.61K
|
100
$7.6K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
98New |
$6.74K - $7.46K
|
98
$7.45K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
98+ 1.7% |
$6.74K - $7.46K
|
5.87K
$446K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
96+ 8.51% |
$6.6K - $7.31K
|
1.22K
$93.1K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
93+ 1.34% |
$6.4K - $7.08K
|
7.06K
$536K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
90+ 1.7% |
$6.19K - $6.85K
|
5.37K
$408K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
88+ 0.68% |
$6.05K - $6.7K
|
13.1K
$995K
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
79+ 1.06% |
$5.44K - $6.01K
|
7.54K
$573K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
75+ 2.36% |
$5.16K - $5.71K
|
3.25K
$247K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
72+ 1.17% |
$4.95K - $5.48K
|
6.21K
$472K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
70+ 1.14% |
$4.82K - $5.33K
|
6.24K
$474K
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 5.17% |
$4.13K - $4.57K
|
1.22K
$92.8K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
56+ 0.69% |
$3.85K - $4.26K
|
8.19K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
55+ 0.39% |
$3.78K - $4.19K
|
14.2K
$1.08M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
54+ 0.85% |
$3.72K - $4.11K
|
6.4K
$486K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52+ 1.43% |
$3.58K - $3.96K
|
3.68K
$280K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
51New |
$3.51K - $3.88K
|
51
$3.88K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49+ 61.25% |
$3.37K - $3.73K
|
129
$9.81K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
49New |
$3.37K - $3.73K
|
49
$3.73K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
47New |
$3.23K - $3.58K
|
47
$3.57K
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
46+ 0.31% |
$3.16K - $3.5K
|
15.1K
$1.15M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
40+ 0.72% |
$2.75K - $3.04K
|
5.57K
$423K
|