Purchases and Sales Made in Q1 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
18+ 0.47% |
$1.28K - $1.36K
|
3.81K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
17+ 0.24% |
$1.21K - $1.29K
|
7.16K
$545K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
16+ 0.3% |
$1.14K - $1.21K
|
5.3K
$403K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.45% |
$1.07K - $1.14K
|
3.33K
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
15+ 0.43% |
$1.07K - $1.14K
|
3.48K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14+ 0.02% |
$996 - $1.06K
|
66.6K
$5.06M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.13% |
$996 - $1.06K
|
10.4K
$791K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13+ 0.19% |
$924 - $985
|
6.95K
$528K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.46% |
$924 - $985
|
2.82K
$214K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$782 - $834
|
29.1K
$2.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10+ 0.14% |
$711 - $758
|
7.06K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
9+ 0.15% |
$640 - $682
|
5.9K
$448K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
7+ 0.22% |
$498 - $530
|
3.22K
$245K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.42% |
$498 - $530
|
1.68K
$128K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.24% |
$498 - $530
|
2.94K
$223K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.24% |
$356 - $379
|
2.08K
$158K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$356 - $379
|
5
$380
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.19% |
$356 - $379
|
2.7K
$205K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.51% |
$284 - $303
|
782
$59.5K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$213 - $227
|
1.66K
$126K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.05% |
$213 - $227
|
5.89K
$448K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$213 - $227
|
28.5K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.27% |
$213 - $227
|
1.13K
$85.8K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.28% |
$213 - $227
|
1.09K
$82.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.48% |
$142 - $152
|
418
$31.8K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.38% |
$71.1 - $75.8
|
267
$20.3K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$71.1 - $75.8
|
1.9K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$71.1 - $75.8
|
2.94K
$223K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.33% |
$71.1 - $75.8
|
307
$23.3K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.51% |
$71.1 - $75.8
|
199
$15.1K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$71.1 - $75.8
|
1.42K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 3.13% |
$71.1 - $75.8
|
33
$2.51K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.41% |
$71.1 - $75.8
|
242
$18.4K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$71.1 - $75.8
|
155
$11.8K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.17% |
$71.1 - $75.8
|
593
$45.1K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.33% |
$71.1 - $75.8
|
74
$5.63K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2- 0.06% |
$142 - $152
|
3.54K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3- 5.26% |
$213 - $227
|
54
$4.11K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-4- 0.6% |
$284 - $303
|
665
$50.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6- 2.32% |
$427 - $455
|
253
$19.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 7.02% |
$569 - $606
|
106
$8.06K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$711 - $758
|
1
$76
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13- 0.34% |
$924 - $985
|
3.81K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-15- 17.65% |
$1.07K - $1.14K
|
70
$5.32K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 14.91% |
$1.21K - $1.29K
|
97
$7.38K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.5% |
$1.35K - $1.44K
|
3.75K
$285K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-19- 0.66% |
$1.35K - $1.44K
|
2.86K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-19- 0.02% |
$1.35K - $1.44K
|
103K
$7.84M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-20- 0.6% |
$1.42K - $1.52K
|
3.32K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 5.64% |
$1.64K - $1.74K
|
385
$29.3K
|