Purchases and Sales Made in Q4 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 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 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.76% |
$397 - $434
|
799
$60.8K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
6+ 0.37% |
$397 - $434
|
1.64K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$331 - $362
|
4.38K
$333K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.47% |
$331 - $362
|
1.07K
$81.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.44% |
$331 - $362
|
1.13K
$86.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 1.92% |
$331 - $362
|
265
$20.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$331 - $362
|
28.5K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.31% |
$265 - $289
|
1.3K
$98.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
$265 - $289
|
1.1K
$83.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.16% |
$265 - $289
|
2.53K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.78% |
$199 - $217
|
386
$29.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$199 - $217
|
3
$228
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.07% |
$199 - $217
|
4.22K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$132 - $145
|
1.9K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$132 - $145
|
1.15K
$87.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$132 - $145
|
6.96K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.74% |
$132 - $145
|
273
$20.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$132 - $145
|
3.13K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.86% |
$66.2 - $72.3
|
117
$8.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.09% |
$66.2 - $72.3
|
1.09K
$82.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.29% |
$66.2 - $72.3
|
340
$25.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1New |
$66.2 - $72.3
|
1
$76
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$66.2 - $72.3
|
1
$76
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.56% |
$66.2 - $72.3
|
40
$3.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.32% |
$66.2 - $72.3
|
315
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$66.2 - $72.3
|
1.6K
$122K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.62% |
$66.2 - $72.3
|
162
$12.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.02% |
$132 - $145
|
8.14K
$619K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7- 0.21% |
$464 - $506
|
3.37K
$256K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-7- 0.22% |
$464 - $506
|
3.23K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.15% |
$530 - $578
|
5.16K
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-8- 16.67% |
$530 - $578
|
40
$3.04K
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-8- 0.05% |
$530 - $578
|
16.2K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9- 0.07% |
$596 - $651
|
12.5K
$949K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9- 0.07% |
$596 - $651
|
12.6K
$958K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9- 0.15% |
$596 - $651
|
6.01K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9- 1.81% |
$596 - $651
|
488
$37.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-11- 0.07% |
$728 - $795
|
14.7K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 4.2% |
$1.19K - $1.3K
|
411
$31.3K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-22- 0.37% |
$1.46K - $1.59K
|
5.9K
$448K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-22- 2.73% |
$1.46K - $1.59K
|
783
$59.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-22- 0.74% |
$1.46K - $1.59K
|
2.96K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-23- 1.89% |
$1.52K - $1.66K
|
1.2K
$91K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-23- 0.14% |
$1.52K - $1.66K
|
15.9K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 0.4% |
$1.66K - $1.81K
|
6.26K
$476K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-26- 0.5% |
$1.72K - $1.88K
|
5.13K
$390K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-28- 1.29% |
$1.85K - $2.02K
|
2.14K
$162K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 1.55% |
$2.05K - $2.24K
|
1.97K
$150K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32- 14.16% |
$2.12K - $2.31K
|
194
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-36- 4.92% |
$2.38K - $2.6K
|
696
$52.9K
|