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
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.49K- 8.19% |
$106K - $113K
|
16.7K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.49K- 25.7% |
$106K - $113K
|
4.31K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-1.5K- 12.24% |
$107K - $114K
|
10.7K
$817K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.5K- 14.84% |
$107K - $114K
|
8.6K
$654K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 3.17% |
$107K - $114K
|
45.8K
$3.48M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.51K- 21.07% |
$108K - $115K
|
5.67K
$431K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 14.09% |
$108K - $115K
|
9.23K
$702K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.11% |
$110K - $117K
|
137K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.55K- 9.23% |
$110K - $117K
|
15.2K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 18.35% |
$112K - $119K
|
7.01K
$533K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.59K- 2.85% |
$113K - $120K
|
54.1K
$4.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.59K- 4.33% |
$113K - $121K
|
35.2K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.6K- 30.41% |
$113K - $121K
|
3.65K
$278K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63K- 1.19% |
$116K - $124K
|
136K
$10.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 17.47% |
$116K - $124K
|
7.72K
$587K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.65K- 2.43% |
$117K - $125K
|
66K
$5.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.67K- 33.18% |
$119K - $127K
|
3.37K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.69K- 3.95% |
$120K - $128K
|
41.1K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.7K- 4.34% |
$121K - $129K
|
37.4K
$2.85M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.74K- 1.46% |
$123K - $131K
|
117K
$8.88M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.82K- 5.26% |
$129K - $138K
|
32.8K
$2.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.85K- 3.76% |
$132K - $140K
|
47.4K
$3.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.88K- 20.9% |
$134K - $143K
|
7.13K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.89K- 92.53% |
$135K - $144K
|
153
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.91K- 39.07% |
$136K - $145K
|
2.99K
$227K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.93K- 5.77% |
$137K - $146K
|
31.5K
$2.4M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.93K- 34.4% |
$137K - $146K
|
3.69K
$280K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2K- 23.11% |
$143K - $152K
|
6.67K
$507K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.04K- 14.28% |
$145K - $154K
|
12.2K
$929K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.14K- 16.42% |
$152K - $162K
|
10.9K
$828K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.14K- 19.64% |
$152K - $162K
|
8.76K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-2.16K- 16.23% |
$153K - $164K
|
11.1K
$847K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.17K- 39.33% |
$154K - $165K
|
3.35K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 3.43% |
$156K - $166K
|
61.7K
$4.69M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.19K- 43.91% |
$156K - $166K
|
2.8K
$213K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.24K- 42.02% |
$159K - $170K
|
3.09K
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.26K- 17.43% |
$160K - $171K
|
10.7K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.26K- 1.99% |
$161K - $171K
|
111K
$8.47M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.27K- 0.96% |
$162K - $172K
|
234K
$17.8M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.28K- 23.84% |
$162K - $173K
|
7.27K
$553K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-2.29K- 8.77% |
$163K - $173K
|
23.8K
$1.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.31K- 2.16% |
$164K - $175K
|
105K
$7.98M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.36K- 9.29% |
$168K - $179K
|
23K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 7.73% |
$170K - $181K
|
28.6K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.4K- 22.79% |
$171K - $182K
|
8.14K
$619K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.4K- 20.39% |
$171K - $182K
|
9.38K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.41K- 1.29% |
$172K - $183K
|
185K
$14.1M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.57K- 10.42% |
$183K - $195K
|
22.1K
$1.68M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 1.76% |
$184K - $196K
|
145K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.79K- 46.8% |
$199K - $212K
|
3.17K
$241K
|