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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
39+ 0.19% |
$2.68K - $2.97K
|
20.5K
$1.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$2.68K - $2.97K
|
39
$2.97K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
38+ 5.91% |
$2.61K - $2.89K
|
681
$51.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 0.85% |
$2.61K - $2.89K
|
4.49K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
36+ 3.61% |
$2.48K - $2.74K
|
1.03K
$78.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
36+ 6.38% |
$2.48K - $2.74K
|
600
$45.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 1.14% |
$2.41K - $2.66K
|
3.1K
$236K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
34+ 0.67% |
$2.34K - $2.59K
|
5.09K
$387K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
33+ 18.86% |
$2.27K - $2.51K
|
208
$15.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
32+ 0.37% |
$2.2K - $2.44K
|
8.68K
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27New |
$1.86K - $2.05K
|
27
$2.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
26+ 0.68% |
$1.79K - $1.98K
|
3.86K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
26+ 0.51% |
$1.79K - $1.98K
|
5.15K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
25+ 0.44% |
$1.72K - $1.9K
|
5.71K
$434K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
25+ 0.35% |
$1.72K - $1.9K
|
7.21K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22+ 0.07% |
$1.51K - $1.67K
|
29.4K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.47% |
$1.38K - $1.52K
|
4.24K
$322K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19+ 0.3% |
$1.31K - $1.45K
|
6.27K
$477K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17+ 0.53% |
$1.17K - $1.29K
|
3.23K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
16+ 0.47% |
$1.1K - $1.22K
|
3.45K
$262K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
15+ 0.45% |
$1.03K - $1.14K
|
3.34K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.08% |
$757 - $837
|
13.1K
$997K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 5.41% |
$688 - $761
|
195
$14.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10+ 2.04% |
$688 - $761
|
500
$38K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 9.9% |
$688 - $761
|
111
$8.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 0.59% |
$688 - $761
|
1.71K
$130K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 0.8% |
$619 - $685
|
1.13K
$85.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.07% |
$550 - $609
|
12.1K
$920K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 0.63% |
$550 - $609
|
1.27K
$96.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 5.69% |
$482 - $533
|
130
$9.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7+ 0.01% |
$482 - $533
|
102K
$7.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7+ 17.5% |
$482 - $533
|
47
$3.57K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.15% |
$482 - $533
|
4.7K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.76% |
$413 - $457
|
793
$60.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 15.0% |
$413 - $457
|
46
$3.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5+ 0.1% |
$344 - $381
|
4.99K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$275 - $304
|
28.5K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
$275 - $304
|
1.1K
$83.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.79% |
$206 - $228
|
383
$29.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.05% |
$206 - $228
|
6.33K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.16% |
$206 - $228
|
1.9K
$145K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.74% |
$138 - $152
|
271
$20.6K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.03% |
$138 - $152
|
6.36K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$138 - $152
|
4.18K
$318K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.01% |
$68.8 - $76.1
|
8.64K
$657K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.02% |
$68.8 - $76.1
|
4.46K
$339K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.3% |
$68.8 - $76.1
|
339
$25.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$68.8 - $76.1
|
1.6K
$122K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.87% |
$68.8 - $76.1
|
116
$8.82K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.78% |
$68.8 - $76.1
|
130
$9.89K
|