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 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-23- 0.81% |
$1.64K - $1.74K
|
2.8K
$213K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-24- 0.61% |
$1.71K - $1.82K
|
3.89K
$296K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-26- 0.13% |
$1.85K - $1.97K
|
20.1K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-27- 0.61% |
$1.92K - $2.05K
|
4.42K
$336K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-27- 0.62% |
$1.92K - $2.05K
|
4.32K
$329K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29Closed |
$2.06K - $2.2K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-33- 17.46% |
$2.35K - $2.5K
|
156
$11.9K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-34- 2.03% |
$2.42K - $2.58K
|
1.64K
$125K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-35- 1.5% |
$2.49K - $2.65K
|
2.3K
$175K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-36- 4.53% |
$2.56K - $2.73K
|
758
$57.6K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-37- 1.18% |
$2.63K - $2.8K
|
3.09K
$235K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-38- 2.1% |
$2.7K - $2.88K
|
1.77K
$135K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-40- 0.18% |
$2.84K - $3.03K
|
21.6K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-43- 1.55% |
$3.06K - $3.26K
|
2.74K
$208K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-47- 1.13% |
$3.34K - $3.56K
|
4.13K
$314K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-49- 35.0% |
$3.48K - $3.71K
|
91
$6.92K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-50- 0.97% |
$3.56K - $3.79K
|
5.1K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-50- 1.78% |
$3.56K - $3.79K
|
2.76K
$209K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-51- 0.37% |
$3.63K - $3.86K
|
13.7K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 1.77% |
$3.91K - $4.17K
|
3.06K
$233K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 1.81% |
$3.91K - $4.17K
|
2.98K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-65- 1.86% |
$4.62K - $4.93K
|
3.43K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-67- 2.28% |
$4.76K - $5.08K
|
2.87K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-69- 0.79% |
$4.91K - $5.23K
|
8.65K
$658K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-73- 0.14% |
$5.19K - $5.53K
|
51.8K
$3.94M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 0.53% |
$5.33K - $5.68K
|
14.1K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-78- 15.26% |
$5.55K - $5.91K
|
433
$32.9K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-78- 15.26% |
$5.55K - $5.91K
|
433
$32.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-82- 2.76% |
$5.83K - $6.21K
|
2.89K
$219K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-83- 2.01% |
$5.9K - $6.29K
|
4.06K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-91- 3.33% |
$6.47K - $6.9K
|
2.64K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-94- 62.25% |
$6.68K - $7.12K
|
57
$4.33K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-96- 2.41% |
$6.83K - $7.27K
|
3.89K
$295K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-97- 0.3% |
$6.9K - $7.35K
|
31.7K
$2.41M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-99- 0.61% |
$7.04K - $7.5K
|
16.2K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 34.36% |
$7.11K - $7.58K
|
191
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-103- 1.85% |
$7.32K - $7.81K
|
5.48K
$416K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-106- 1.32% |
$7.54K - $8.03K
|
7.93K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-119- 0.81% |
$8.46K - $9.02K
|
14.6K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-120- 0.18% |
$8.53K - $9.09K
|
65.4K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-121- 2.93% |
$8.6K - $9.17K
|
4.01K
$305K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-123- 0.55% |
$8.75K - $9.32K
|
22.2K
$1.69M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-126- 2.98% |
$8.96K - $9.55K
|
4.1K
$312K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-129- 32.99% |
$9.17K - $9.78K
|
262
$19.9K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-136- 0.51% |
$9.67K - $10.3K
|
26.5K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-140- 4.69% |
$9.96K - $10.6K
|
2.84K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-141- 0.33% |
$10K - $10.7K
|
42.5K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-150- 4.51% |
$10.7K - $11.4K
|
3.18K
$242K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 0.63% |
$10.7K - $11.4K
|
23.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 3.47% |
$10.7K - $11.4K
|
4.17K
$317K
|