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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20.2KNew |
$1.34M - $1.46M
|
20.2K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
20K+ 58.61% |
$1.32M - $1.45M
|
54.1K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.9KNew |
$1.25M - $1.36M
|
18.9K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
18.4KNew |
$1.22M - $1.33M
|
18.4K
$1.4M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
18.4KNew |
$1.22M - $1.33M
|
18.4K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
18.1K+ 4.67% |
$1.2M - $1.31M
|
407K
$31M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
18KNew |
$1.19M - $1.3M
|
18K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$1.17M - $1.27M
|
17.6K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
17.4KNew |
$1.15M - $1.26M
|
17.4K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.8KNew |
$1.11M - $1.22M
|
16.8K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16.7K+ 224.89% |
$1.11M - $1.21M
|
24.1K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
16.6KNew |
$1.1M - $1.2M
|
16.6K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.2KNew |
$1.08M - $1.17M
|
16.2K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
16.2K+ 37.94% |
$1.07M - $1.17M
|
58.8K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2K+ 28.57% |
$1M - $1.1M
|
68.2K
$5.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.8KNew |
$977K - $1.07M
|
14.8K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.7KNew |
$973K - $1.06M
|
14.7K
$1.12M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.5K+ 3.08% |
$963K - $1.05M
|
488K
$37.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
14.3K+ 9.15% |
$949K - $1.04M
|
171K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
14.2K+ 8.28% |
$942K - $1.03M
|
186K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.1K+ 63.84% |
$934K - $1.02M
|
36.2K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14.1KNew |
$933K - $1.02M
|
14.1K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.8K+ 116.97% |
$911K - $995K
|
25.5K
$1.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.8K+ 6.03% |
$911K - $994K
|
242K
$18.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
13.7KNew |
$906K - $989K
|
13.7K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
13.4K+ 3.49% |
$888K - $969K
|
398K
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.1KNew |
$868K - $947K
|
13.1K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 7.93% |
$865K - $944K
|
178K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.9K+ 12.81% |
$851K - $930K
|
113K
$8.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.8K+ 3.63% |
$849K - $927K
|
366K
$27.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.5KNew |
$827K - $903K
|
12.5K
$950K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.2K+ 126.42% |
$809K - $884K
|
21.9K
$1.66M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
11.9KNew |
$788K - $861K
|
11.9K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
11.8K+ 8.29% |
$781K - $853K
|
154K
$11.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.7K+ 38.68% |
$776K - $848K
|
42K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
11.6K+ 277.34% |
$768K - $839K
|
15.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$755K - $824K
|
11.4K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
11.4K+ 20.3% |
$753K - $823K
|
67.4K
$5.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
11K+ 41.69% |
$726K - $793K
|
37.3K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10.9K+ 1112.38% |
$720K - $786K
|
11.8K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
10.7K+ 65.5% |
$707K - $771K
|
27K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.7KNew |
$706K - $771K
|
10.7K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$706K - $770K
|
10.7K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.6KNew |
$701K - $766K
|
10.6K
$805K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.5KNew |
$692K - $756K
|
10.5K
$795K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3K+ 47.21% |
$684K - $747K
|
32.2K
$2.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$678K - $740K
|
10.2K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 4.14% |
$675K - $737K
|
256K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$667K - $728K
|
10.1K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10KNew |
$664K - $725K
|
10K
$763K
|