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 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.97KNew |
$196K - $214K
|
2.97K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.97KNew |
$196K - $214K
|
2.97K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.96K+ 75.88% |
$196K - $214K
|
6.85K
$521K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$225K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.94KNew |
$195K - $213K
|
2.94K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.93KNew |
$194K - $211K
|
2.93K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.9K+ 3.68% |
$192K - $209K
|
81.7K
$6.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.87KNew |
$190K - $207K
|
2.87K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.87K+ 380.98% |
$190K - $207K
|
3.62K
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.86KNew |
$190K - $207K
|
2.86K
$218K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$189K - $206K
|
2.85K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.85KNew |
$189K - $206K
|
2.85K
$217K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.83KNew |
$187K - $204K
|
2.83K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.82KNew |
$187K - $204K
|
2.82K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.81KNew |
$186K - $203K
|
2.81K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 4.79% |
$185K - $202K
|
61.1K
$4.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$184K - $201K
|
2.78K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.7K+ 2.67% |
$179K - $195K
|
104K
$7.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.67K+ 44.38% |
$177K - $193K
|
8.7K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.67K+ 20.05% |
$177K - $193K
|
16K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
2.66K+ 1.88% |
$176K - $193K
|
144K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.59K+ 33.13% |
$171K - $187K
|
10.4K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$171K - $187K
|
2.59K
$197K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.53K+ 6.02% |
$167K - $183K
|
44.5K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.45K+ 5.77% |
$162K - $177K
|
45K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.38K+ 9.62% |
$157K - $172K
|
27.1K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.24K+ 5.4% |
$149K - $162K
|
43.8K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.11K+ 45.12% |
$140K - $153K
|
6.8K
$517K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.1KNew |
$139K - $152K
|
2.1K
$160K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.05K+ 7.02% |
$136K - $148K
|
31.3K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
2.04K+ 13.88% |
$135K - $147K
|
16.7K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.01K+ 39.24% |
$133K - $146K
|
7.15K
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.98K+ 51.35% |
$131K - $143K
|
5.85K
$444K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
1.97K+ 2.16% |
$130K - $142K
|
93K
$7.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.93K+ 11.07% |
$127K - $139K
|
19.3K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.9K+ 22.1% |
$126K - $137K
|
10.5K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.83K+ 3.09% |
$121K - $132K
|
61.1K
$4.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.77K+ 6.6% |
$117K - $128K
|
28.5K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 37.17% |
$115K - $125K
|
6.4K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.7K+ 11.95% |
$112K - $123K
|
15.9K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 26.82% |
$112K - $123K
|
8.03K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.68K+ 3563.83% |
$111K - $121K
|
1.72K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.66K+ 3.26% |
$110K - $120K
|
52.4K
$3.98M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.65K+ 1.8% |
$109K - $119K
|
93.5K
$7.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.64K+ 36.05% |
$109K - $119K
|
6.19K
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.62K+ 10.95% |
$108K - $117K
|
16.5K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 22.65% |
$105K - $114K
|
8.55K
$650K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.56K+ 7.59% |
$103K - $113K
|
22.1K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.48KNew |
$98.1K - $107K
|
1.48K
$113K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.48K+ 20.39% |
$97.9K - $107K
|
8.73K
$664K
|