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
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.93K+ 17.92% |
$137K - $146K
|
12.7K
$967K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.91K+ 10.98% |
$136K - $145K
|
19.3K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.9K+ 16.41% |
$135K - $144K
|
13.5K
$1.02M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.89K+ 1237.91% |
$135K - $144K
|
2.05K
$156K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.85K+ 33.95% |
$131K - $140K
|
7.29K
$554K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.84K+ 6.51% |
$131K - $139K
|
30.1K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 6.53% |
$131K - $139K
|
30K
$2.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.79K+ 5.29% |
$127K - $136K
|
35.7K
$2.71M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.79KNew |
$127K - $135K
|
1.79K
$136K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.72K+ 5.02% |
$122K - $130K
|
35.9K
$2.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.72K+ 2.07% |
$122K - $130K
|
84.4K
$6.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.71KNew |
$121K - $129K
|
1.71K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.69K+ 6.29% |
$120K - $128K
|
28.6K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 5.42% |
$114K - $122K
|
31.3K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.6K+ 12.27% |
$114K - $121K
|
14.6K
$1.11M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.6KNew |
$114K - $121K
|
1.6K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 4.48% |
$113K - $121K
|
37.1K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.57K+ 616.47% |
$112K - $119K
|
1.83K
$139K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.56K+ 6.86% |
$111K - $118K
|
24.2K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.53K+ 7.24% |
$108K - $116K
|
22.6K
$1.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.52K+ 12.57% |
$108K - $115K
|
13.6K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.44K+ 5.76% |
$102K - $109K
|
26.4K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.42K+ 12.31% |
$101K - $108K
|
12.9K
$984K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.41K+ 10.56% |
$100K - $107K
|
14.8K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 29.5% |
$98.6K - $105K
|
6.09K
$463K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 13.29% |
$98.5K - $105K
|
11.8K
$898K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.33K+ 61.1% |
$94.4K - $101K
|
3.5K
$266K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
1.26K+ 14.04% |
$89.7K - $95.6K
|
10.2K
$779K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.22K+ 5.52% |
$86.8K - $92.5K
|
23.3K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 8.99% |
$86.1K - $91.8K
|
14.7K
$1.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 1.6% |
$85.6K - $91.2K
|
76.5K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 6.02% |
$85.3K - $90.9K
|
21.1K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.18K+ 13.16% |
$84K - $89.5K
|
10.2K
$772K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.14K+ 6.66% |
$81.1K - $86.4K
|
18.3K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.13K+ 3.87% |
$80.6K - $85.9K
|
30.4K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.13K+ 1.67% |
$80.1K - $85.3K
|
68.4K
$5.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12KNew |
$79.6K - $84.9K
|
1.12K
$85.2K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.08K+ 25.77% |
$76.6K - $81.6K
|
5.26K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
1.06K+ 4.77% |
$75.6K - $80.6K
|
23.3K
$1.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.04K+ 1.71% |
$74K - $78.9K
|
61.9K
$4.71M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.02K+ 4.3% |
$72.8K - $77.6K
|
24.8K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.02K+ 143.71% |
$72.2K - $77K
|
1.72K
$131K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1KNew |
$71.1K - $75.8K
|
1K
$76K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
985+ 4.5% |
$70K - $74.6K
|
22.9K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
963+ 3.03% |
$68.5K - $73K
|
32.8K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
932+ 7.49% |
$66.3K - $70.6K
|
13.4K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
916+ 5.45% |
$65.1K - $69.4K
|
17.7K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
911+ 33.95% |
$64.8K - $69K
|
3.59K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
895+ 3.84% |
$63.6K - $67.8K
|
24.2K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
892+ 11.34% |
$63.4K - $67.6K
|
8.76K
$666K
|