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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 16.44% |
$267K - $291K
|
20.5K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.13K- 39.6% |
$273K - $299K
|
6.3K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.14K- 24.52% |
$274K - $299K
|
12.7K
$968K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.22K- 41.1% |
$279K - $305K
|
6.04K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.24K- 35.94% |
$281K - $307K
|
7.56K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.25K- 58.22% |
$281K - $307K
|
3.05K
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.28K- 40.8% |
$284K - $310K
|
6.21K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.3K- 26.86% |
$285K - $311K
|
11.7K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.52K- 4.84% |
$299K - $327K
|
88.8K
$6.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.62K- 14.2% |
$306K - $334K
|
27.9K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.68K- 11.76% |
$310K - $338K
|
35.1K
$2.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-4.69K- 13.03% |
$311K - $339K
|
31.3K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.73K- 3.3% |
$313K - $342K
|
138K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-4.73K- 32.21% |
$313K - $342K
|
9.95K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.91K- 34.12% |
$325K - $355K
|
9.48K
$721K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-5.03KClosed |
$333K - $364K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5.11K- 55.57% |
$338K - $369K
|
4.09K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.25K- 10.27% |
$348K - $380K
|
45.9K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.38K- 23.68% |
$356K - $389K
|
17.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-5.42K- 16.14% |
$359K - $392K
|
28.1K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.5K- 59.14% |
$364K - $398K
|
3.8K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.51K- 24.16% |
$365K - $399K
|
17.3K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.81K- 2.66% |
$384K - $420K
|
213K
$16.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.9K- 19.26% |
$391K - $426K
|
24.7K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-5.92K- 29.04% |
$392K - $428K
|
14.5K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 31.86% |
$396K - $432K
|
12.8K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.15K- 45.69% |
$408K - $445K
|
7.32K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.32K- 24.84% |
$419K - $457K
|
19.1K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.5K- 52.72% |
$430K - $470K
|
5.83K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.61K- 5.38% |
$437K - $478K
|
116K
$8.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.7K- 62.93% |
$444K - $485K
|
3.95K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-6.81K- 17.7% |
$451K - $492K
|
31.7K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.82K- 23.97% |
$451K - $493K
|
21.6K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.84K- 45.93% |
$453K - $495K
|
8.05K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.87K- 2.2% |
$455K - $497K
|
306K
$23.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.96K- 16.82% |
$461K - $503K
|
34.4K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.47K- 18.09% |
$495K - $540K
|
33.8K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.5K- 11.71% |
$496K - $542K
|
56.5K
$4.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7.72K- 2.63% |
$511K - $558K
|
286K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.76K- 5.74% |
$514K - $561K
|
127K
$9.69M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-8.09K- 32.89% |
$536K - $585K
|
16.5K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-8.25K- 12.29% |
$546K - $596K
|
58.9K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.34K- 15.96% |
$552K - $603K
|
43.9K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.41K- 11.05% |
$557K - $608K
|
67.7K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.5K- 27.1% |
$563K - $614K
|
22.9K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.54K- 13.17% |
$566K - $617K
|
56.3K
$4.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8.62K- 2.59% |
$571K - $623K
|
324K
$24.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.25K- 20.91% |
$612K - $669K
|
35K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.51K- 0.67% |
$630K - $688K
|
1.42M
$108M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-9.87K- 2.95% |
$653K - $713K
|
325K
$24.7M
|