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 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
52.3K+ 4.69% |
$3.46M - $3.78M
|
1.17M
$88.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
51.1K+ 510.51% |
$3.39M - $3.7M
|
61.1K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50.2KNew |
$3.32M - $3.63M
|
50.2K
$3.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
49.7K+ 267.95% |
$3.29M - $3.59M
|
68.2K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
48.7KNew |
$3.22M - $3.52M
|
48.7K
$3.7M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
47.6KNew |
$3.15M - $3.44M
|
47.6K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
47K+ 12.02% |
$3.11M - $3.4M
|
438K
$33.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
46K+ 744.36% |
$3.05M - $3.33M
|
52.2K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.6K+ 66.35% |
$3.02M - $3.3M
|
114K
$8.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
45.3KNew |
$3M - $3.28M
|
45.3K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
44.6KNew |
$2.95M - $3.22M
|
44.6K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
44.4KNew |
$2.94M - $3.21M
|
44.4K
$3.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
44.2KNew |
$2.93M - $3.19M
|
44.2K
$3.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
44.1K+ 47.61% |
$2.92M - $3.19M
|
137K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
43.7K+ 34.72% |
$2.9M - $3.16M
|
170K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
43.5KNew |
$2.88M - $3.14M
|
43.5K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
41K+ 3.46% |
$2.72M - $2.97M
|
1.23M
$93.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
40.6K+ 55.29% |
$2.69M - $2.93M
|
114K
$8.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
38.8K+ 30317.97% |
$2.57M - $2.81M
|
38.9K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5K+ 51.1% |
$2.55M - $2.78M
|
114K
$8.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
37.7K+ 271.71% |
$2.5M - $2.73M
|
51.6K
$3.93M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 7.53% |
$2.48M - $2.71M
|
534K
$40.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
37.3K+ 8.38% |
$2.47M - $2.7M
|
482K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36.5K+ 79.5% |
$2.42M - $2.64M
|
82.5K
$6.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
35KNew |
$2.32M - $2.53M
|
35K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34.8K+ 612.5% |
$2.3M - $2.52M
|
40.5K
$3.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
33K+ 112.45% |
$2.19M - $2.39M
|
62.4K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
32.8KNew |
$2.17M - $2.37M
|
32.8K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
32.2KNew |
$2.13M - $2.33M
|
32.2K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
32.2K+ 82.65% |
$2.13M - $2.33M
|
71.1K
$5.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
31.9KNew |
$2.11M - $2.31M
|
31.9K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
30K+ 50.0% |
$1.99M - $2.17M
|
90K
$6.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
29.7K+ 0.76% |
$1.96M - $2.14M
|
3.93M
$299M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
29.3K+ 63.09% |
$1.94M - $2.12M
|
75.7K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
29.1KNew |
$1.93M - $2.1M
|
29.1K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28.6K+ 241.81% |
$1.9M - $2.07M
|
40.5K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
27.6KNew |
$1.83M - $2M
|
27.6K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.9K+ 13.26% |
$1.78M - $1.94M
|
230K
$17.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
26.5KNew |
$1.76M - $1.92M
|
26.5K
$2.02M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.4K+ 61.86% |
$1.75M - $1.91M
|
69K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
24.4KNew |
$1.62M - $1.77M
|
24.4K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.1K+ 17.66% |
$1.47M - $1.6M
|
148K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.1KNew |
$1.47M - $1.6M
|
22.1K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21.8K+ 13.2% |
$1.44M - $1.58M
|
187K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7K+ 6.5% |
$1.44M - $1.57M
|
356K
$27.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
21.7KNew |
$1.44M - $1.57M
|
21.7K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
21.4K+ 35.68% |
$1.42M - $1.55M
|
81.5K
$6.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
21.3K+ 32.04% |
$1.41M - $1.54M
|
87.7K
$6.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
20.5K+ 158.57% |
$1.36M - $1.48M
|
33.4K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20.4KNew |
$1.35M - $1.47M
|
20.4K
$1.55M
|