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
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.81K- 6.49% |
$200K - $213K
|
40.5K
$3.08M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.84K- 12.41% |
$202K - $215K
|
20.1K
$1.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.87K- 22.13% |
$204K - $217K
|
10.1K
$767K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.88K- 30.19% |
$205K - $218K
|
6.65K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.97K- 95.87% |
$211K - $225K
|
128
$9.73K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-3.31K- 13.07% |
$235K - $250K
|
22K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.35K- 8.26% |
$238K - $254K
|
37.2K
$2.83M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.35K- 10.05% |
$238K - $254K
|
30K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.42K- 2.9% |
$243K - $259K
|
114K
$8.7M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.44K- 10.77% |
$245K - $261K
|
28.5K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.45K- 32.4% |
$246K - $262K
|
7.21K
$548K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.53K- 12.0% |
$251K - $268K
|
25.9K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.55K- 66.19% |
$252K - $269K
|
1.81K
$138K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.58K- 5.85% |
$255K - $271K
|
57.6K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.62K- 50.86% |
$257K - $274K
|
3.5K
$266K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.66KClosed |
$260K - $277K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.72KClosed |
$264K - $282K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-3.97K- 2.01% |
$282K - $301K
|
194K
$14.7M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.99K- 4.39% |
$283K - $302K
|
86.9K
$6.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.1K- 5.8% |
$292K - $311K
|
66.6K
$5.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.21K- 0.41% |
$299K - $319K
|
1.01M
$77M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.22K- 23.79% |
$300K - $320K
|
13.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.64K- 5.54% |
$330K - $352K
|
79.2K
$6.02M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-4.7K- 50.66% |
$334K - $356K
|
4.58K
$348K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.72K- 44.06% |
$335K - $358K
|
5.99K
$456K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.78K- 14.82% |
$340K - $362K
|
27.5K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.82K- 22.16% |
$342K - $365K
|
16.9K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.95K- 4.66% |
$352K - $375K
|
101K
$7.7M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.98K- 7.2% |
$354K - $377K
|
64.1K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.13K- 3.3% |
$365K - $388K
|
150K
$11.4M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.14K- 2.98% |
$366K - $390K
|
168K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.17K- 15.73% |
$367K - $391K
|
27.7K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-5.17K- 20.27% |
$367K - $392K
|
20.3K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.21K- 21.38% |
$370K - $395K
|
19.2K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.3K- 12.68% |
$377K - $402K
|
36.5K
$2.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-5.32K- 10.43% |
$378K - $403K
|
45.7K
$3.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.43K- 9.7% |
$386K - $412K
|
50.5K
$3.84M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.46K- 1.7% |
$388K - $413K
|
315K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.5K- 20.02% |
$391K - $417K
|
22K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5.51K- 93.42% |
$392K - $417K
|
388
$29.5K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.51K- 20.46% |
$392K - $417K
|
21.4K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.58K- 36.75% |
$397K - $423K
|
9.6K
$730K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.82K- 15.69% |
$414K - $441K
|
31.3K
$2.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.04K- 17.99% |
$429K - $457K
|
27.5K
$2.09M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.09K- 26.45% |
$433K - $461K
|
16.9K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-6.21K- 7.58% |
$441K - $470K
|
75.6K
$5.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-6.31K- 17.62% |
$448K - $478K
|
29.5K
$2.24M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.35K- 61.26% |
$452K - $481K
|
4.02K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.59K- 28.33% |
$468K - $499K
|
16.7K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-6.65K- 23.78% |
$473K - $504K
|
21.3K
$1.62M
|