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 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-309- 9.79% |
$22K - $23.4K
|
2.85K
$217K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-320- 3.05% |
$22.8K - $24.2K
|
10.2K
$774K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-326- 27.08% |
$23.2K - $24.7K
|
878
$66.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-327- 2.06% |
$23.3K - $24.8K
|
15.6K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-331- 2.44% |
$23.5K - $25.1K
|
13.2K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-333- 3.26% |
$23.7K - $25.2K
|
9.88K
$752K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-339- 8.94% |
$24.1K - $25.7K
|
3.46K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-368- 4.53% |
$26.2K - $27.9K
|
7.75K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-372- 2.58% |
$26.5K - $28.2K
|
14.1K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-387- 3.86% |
$27.5K - $29.3K
|
9.63K
$732K
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-396- 2.34% |
$28.2K - $30K
|
16.5K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-407- 4.82% |
$28.9K - $30.8K
|
8.03K
$611K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-420- 4.83% |
$29.9K - $31.8K
|
8.27K
$629K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-444- 3.51% |
$31.6K - $33.6K
|
12.2K
$929K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-445- 0.75% |
$31.6K - $33.7K
|
58.6K
$4.46M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-445- 0.75% |
$31.6K - $33.7K
|
58.6K
$4.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-445- 13.39% |
$31.6K - $33.7K
|
2.88K
$219K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-450- 2.63% |
$32K - $34.1K
|
16.6K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-451Closed |
$32.1K - $34.2K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-465- 9.69% |
$33.1K - $35.2K
|
4.33K
$329K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-474- 3.05% |
$33.7K - $35.9K
|
15.1K
$1.15M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-480- 4.36% |
$34.1K - $36.4K
|
10.5K
$800K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-481- 0.96% |
$34.2K - $36.5K
|
49.6K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-485- 8.41% |
$34.5K - $36.8K
|
5.28K
$402K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-495- 0.75% |
$35.2K - $37.5K
|
65.9K
$5.01M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-495- 6.94% |
$35.2K - $37.5K
|
6.64K
$505K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-503- 2.48% |
$35.8K - $38.1K
|
19.8K
$1.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-507- 1.64% |
$36.1K - $38.4K
|
30.4K
$2.31M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-510- 2.15% |
$36.3K - $38.6K
|
23.2K
$1.76M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-520- 1.76% |
$37K - $39.4K
|
29.1K
$2.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-527- 6.39% |
$37.5K - $39.9K
|
7.72K
$587K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-531- 42.96% |
$37.8K - $40.2K
|
705
$53.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-536- 1.35% |
$38.1K - $40.6K
|
39.2K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-543- 37.92% |
$38.6K - $41.1K
|
889
$67.6K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-555- 32.21% |
$39.5K - $42.1K
|
1.17K
$88.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-556- 3.19% |
$39.5K - $42.1K
|
16.9K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-574- 14.73% |
$40.8K - $43.5K
|
3.32K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-575- 37.31% |
$40.9K - $43.6K
|
966
$73.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-583- 6.95% |
$41.5K - $44.2K
|
7.81K
$594K
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-585- 4.74% |
$41.6K - $44.3K
|
11.8K
$894K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-596- 9.02% |
$42.4K - $45.2K
|
6.01K
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-600- 13.4% |
$42.7K - $45.5K
|
3.88K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-603- 88.42% |
$42.9K - $45.7K
|
79
$6.01K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-605- 4.21% |
$43K - $45.8K
|
13.8K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-612- 1.79% |
$43.5K - $46.4K
|
33.6K
$2.55M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-617- 9.07% |
$43.9K - $46.8K
|
6.19K
$470K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-617- 3.13% |
$43.9K - $46.8K
|
19.1K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-623- 2.44% |
$44.3K - $47.2K
|
25K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-638- 2.27% |
$45.4K - $48.3K
|
27.5K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-639- 2.88% |
$45.4K - $48.4K
|
21.6K
$1.64M
|