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 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.87K+ 115.56% |
$654K - $714K
|
18.4K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.52KNew |
$630K - $688K
|
9.52K
$724K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.39K+ 1981.86% |
$622K - $679K
|
9.87K
$750K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.25K+ 133.63% |
$613K - $669K
|
16.2K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.04KNew |
$599K - $654K
|
9.04K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.94KNew |
$592K - $646K
|
8.94K
$680K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.48K+ 22.06% |
$562K - $613K
|
46.9K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.08K+ 16.69% |
$535K - $584K
|
56.5K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7.73K+ 1574.13% |
$512K - $559K
|
8.22K
$625K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.6K+ 2.49% |
$503K - $549K
|
313K
$23.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.59K+ 4.55% |
$503K - $549K
|
175K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.34K+ 2.01% |
$486K - $531K
|
373K
$28.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7.31KNew |
$484K - $528K
|
7.31K
$556K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7.3KNew |
$483K - $527K
|
7.3K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.21K+ 13.54% |
$478K - $521K
|
60.5K
$4.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
7KNew |
$464K - $506K
|
7K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.95K+ 204.32% |
$460K - $502K
|
10.4K
$787K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.62K+ 147.02% |
$438K - $478K
|
11.1K
$845K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.6KNew |
$437K - $477K
|
6.6K
$502K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
6.59KNew |
$436K - $476K
|
6.59K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.58KNew |
$436K - $476K
|
6.58K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
6.42K+ 7.5% |
$425K - $464K
|
92K
$7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.35K+ 1.64% |
$421K - $459K
|
394K
$30M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.29KNew |
$417K - $455K
|
6.29K
$479K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.26KNew |
$415K - $453K
|
6.26K
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.2K+ 78.73% |
$411K - $448K
|
14.1K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.2KNew |
$410K - $448K
|
6.2K
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
6.16K+ 28.86% |
$408K - $445K
|
27.5K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
6KNew |
$398K - $434K
|
6K
$456K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
5.98KNew |
$396K - $432K
|
5.98K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.93K+ 43.23% |
$393K - $429K
|
19.6K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.89KNew |
$390K - $426K
|
5.89K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.89K+ 14.5% |
$390K - $426K
|
46.5K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.81KNew |
$384K - $420K
|
5.81K
$441K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.76K+ 9.94% |
$381K - $416K
|
63.7K
$4.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.57KNew |
$369K - $403K
|
5.57K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.54KNew |
$367K - $400K
|
5.54K
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.52K+ 48.15% |
$365K - $399K
|
17K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
5.36K+ 90.68% |
$355K - $388K
|
11.3K
$857K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.32K+ 10.48% |
$352K - $384K
|
56K
$4.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.28K+ 52.12% |
$349K - $381K
|
15.4K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
5.25K+ 97.82% |
$347K - $379K
|
10.6K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.21K+ 3.53% |
$345K - $376K
|
153K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.2K+ 32.94% |
$344K - $376K
|
21K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.19KNew |
$344K - $376K
|
5.19K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.17K+ 7.68% |
$342K - $373K
|
72.4K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.12K+ 326.24% |
$339K - $370K
|
6.69K
$509K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.97K+ 60.75% |
$329K - $359K
|
13.2K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.88KNew |
$323K - $353K
|
4.88K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.59KNew |
$304K - $332K
|
4.59K
$349K
|