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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.2KNew |
$299K - $318K
|
4.2K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 920.53% |
$297K - $316K
|
4.62K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.15KNew |
$295K - $314K
|
4.15K
$315K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.12KNew |
$293K - $312K
|
4.12K
$313K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.1K+ 0.98% |
$291K - $310K
|
423K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.08KNew |
$290K - $309K
|
4.08K
$310K
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$284K - $302K
|
3.99K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$284K - $302K
|
3.99K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.96KNew |
$282K - $300K
|
3.96K
$301K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3.84KNew |
$273K - $291K
|
3.84K
$292K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.84KNew |
$273K - $291K
|
3.84K
$292K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.83K+ 5.37% |
$272K - $290K
|
75.2K
$5.72M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.74KNew |
$266K - $283K
|
3.74K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.69K+ 105.43% |
$262K - $280K
|
7.19K
$547K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
3.64K+ 8.16% |
$259K - $276K
|
48.3K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.57KNew |
$254K - $271K
|
3.57K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.57K+ 74.24% |
$254K - $271K
|
8.39K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
3.44K+ 1.34% |
$244K - $260K
|
260K
$19.7M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3.41K+ 113666.67% |
$242K - $258K
|
3.41K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 2.96% |
$239K - $255K
|
117K
$8.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.22KNew |
$229K - $244K
|
3.22K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.14K+ 21.78% |
$224K - $238K
|
17.6K
$1.34M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.12K+ 11.07% |
$222K - $236K
|
31.3K
$2.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.09KNew |
$220K - $234K
|
3.09K
$235K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.05KNew |
$217K - $231K
|
3.05K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.04KNew |
$216K - $231K
|
3.04K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$213K - $227K
|
3K
$228K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3K+ 86.86% |
$213K - $227K
|
6.45K
$491K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97K+ 4.84% |
$211K - $225K
|
64.5K
$4.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.92K+ 4.69% |
$208K - $221K
|
65.2K
$4.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.89K+ 38.9% |
$206K - $219K
|
10.3K
$785K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.85KNew |
$203K - $216K
|
2.85K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.83KNew |
$201K - $214K
|
2.83K
$215K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.78KNew |
$198K - $211K
|
2.78K
$212K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.71K+ 3.86% |
$192K - $205K
|
72.8K
$5.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 265.88% |
$192K - $205K
|
3.72K
$283K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65K+ 47.42% |
$189K - $201K
|
8.25K
$627K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.65K+ 42.72% |
$189K - $201K
|
8.86K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.65K+ 25.29% |
$188K - $201K
|
13.1K
$997K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.62K+ 4.21% |
$186K - $198K
|
64.8K
$4.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.5K+ 2.09% |
$177K - $189K
|
122K
$9.28M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.45K+ 34.6% |
$174K - $186K
|
9.54K
$726K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 4.93% |
$167K - $178K
|
49.9K
$3.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.33K+ 8.25% |
$165K - $176K
|
30.5K
$2.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.19K+ 3.78% |
$155K - $166K
|
60K
$4.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2.13K+ 17.6% |
$151K - $161K
|
14.2K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
2.05K+ 3.62% |
$146K - $156K
|
58.8K
$4.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.03K+ 4.69% |
$144K - $154K
|
45.3K
$3.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.98K+ 2.88% |
$141K - $150K
|
70.9K
$5.39M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.95KNew |
$139K - $148K
|
1.95K
$148K
|