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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.47K+ 73.48% |
$97.6K - $107K
|
3.48K
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.47K+ 3.02% |
$97.3K - $106K
|
50.1K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.46K+ 6.36% |
$96.9K - $106K
|
24.5K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.45K+ 4.34% |
$96.2K - $105K
|
34.9K
$2.66M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.45K+ 5.22% |
$96K - $105K
|
29.2K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.43K+ 6.32% |
$94.4K - $103K
|
24K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.36KNew |
$89.7K - $98K
|
1.36K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.34K+ 4.92% |
$88.6K - $96.7K
|
28.5K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.31KNew |
$86.9K - $94.9K
|
1.31K
$99.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.31KNew |
$86.5K - $94.4K
|
1.31K
$99.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.3KNew |
$86.1K - $94K
|
1.3K
$98.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.29KNew |
$85.5K - $93.3K
|
1.29K
$98.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 9.6% |
$84.7K - $92.5K
|
14.6K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.2KNew |
$79.5K - $86.8K
|
1.2K
$91.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.2K+ 2.11% |
$79.3K - $86.6K
|
57.9K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.18K+ 8.92% |
$78.4K - $85.6K
|
14.5K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.18K+ 5.77% |
$78.3K - $85.5K
|
21.7K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 1.67% |
$76.5K - $83.5K
|
70.5K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.15K+ 8.31% |
$76.2K - $83.2K
|
15K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.12K+ 4.5% |
$74.2K - $81K
|
26K
$1.98M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.1KNew |
$73K - $79.7K
|
1.1K
$83.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.08K+ 15.25% |
$71.2K - $77.7K
|
8.13K
$618K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
975+ 0.58% |
$64.6K - $70.5K
|
170K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
970+ 118.87% |
$64.2K - $70.1K
|
1.79K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
948+ 14.83% |
$62.8K - $68.5K
|
7.34K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
948+ 3.39% |
$62.8K - $68.5K
|
28.9K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
947+ 657.64% |
$62.7K - $68.5K
|
1.09K
$83K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
920New |
$60.9K - $66.5K
|
920
$70K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
918+ 4.01% |
$60.8K - $66.4K
|
23.8K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
885New |
$58.6K - $64K
|
885
$67.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
885New |
$58.6K - $64K
|
885
$67.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
846+ 0.02% |
$56K - $61.2K
|
3.56M
$271M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
840New |
$55.6K - $60.7K
|
840
$63.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
834+ 12.11% |
$55.2K - $60.3K
|
7.72K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
828+ 8.55% |
$54.8K - $59.9K
|
10.5K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
800+ 3.21% |
$53K - $57.8K
|
25.7K
$1.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
770+ 2.54% |
$51K - $55.7K
|
31.1K
$2.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
751+ 5.31% |
$49.7K - $54.3K
|
14.9K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
735+ 4.5% |
$48.7K - $53.1K
|
17.1K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
732+ 14.97% |
$48.5K - $52.9K
|
5.62K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
715New |
$47.3K - $51.7K
|
715
$54.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
642+ 151.42% |
$42.5K - $46.4K
|
1.07K
$81.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
627+ 9.16% |
$41.5K - $45.3K
|
7.48K
$568K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
618+ 4.71% |
$40.9K - $44.7K
|
13.7K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
615New |
$40.7K - $44.5K
|
615
$46.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
614+ 8.5% |
$40.7K - $44.4K
|
7.83K
$596K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
613+ 0.8% |
$40.6K - $44.3K
|
77K
$5.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
612+ 0.99% |
$40.5K - $44.2K
|
62.2K
$4.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
604+ 1.98% |
$40K - $43.7K
|
31.1K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
586+ 20.26% |
$38.8K - $42.4K
|
3.48K
$265K
|