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 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
301+ 1.94% |
$21.4K - $22.8K
|
15.8K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
300+ 6.93% |
$21.3K - $22.7K
|
4.63K
$352K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
292+ 1.45% |
$20.8K - $22.1K
|
20.5K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
290+ 6.1% |
$20.6K - $22K
|
5.05K
$384K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
289+ 5.09% |
$20.6K - $21.9K
|
5.97K
$454K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
283+ 43.94% |
$20.1K - $21.4K
|
927
$70.5K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
282+ 176.25% |
$20.1K - $21.4K
|
442
$33.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
281+ 18.66% |
$20K - $21.3K
|
1.79K
$136K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
277+ 1.93% |
$19.7K - $21K
|
14.6K
$1.11M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
263+ 9.31% |
$18.7K - $19.9K
|
3.09K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
260+ 4.23% |
$18.5K - $19.7K
|
6.4K
$487K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
258+ 7.72% |
$18.3K - $19.6K
|
3.6K
$274K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
255+ 1.54% |
$18.1K - $19.3K
|
16.8K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
252+ 1.33% |
$17.9K - $19.1K
|
19.2K
$1.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
240+ 6.81% |
$17.1K - $18.2K
|
3.76K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
239+ 3.19% |
$17K - $18.1K
|
7.74K
$588K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
235+ 1.67% |
$16.7K - $17.8K
|
14.3K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
235+ 712.12% |
$16.7K - $17.8K
|
268
$20.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
234+ 1.74% |
$16.6K - $17.7K
|
13.7K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
233+ 3.56% |
$16.6K - $17.7K
|
6.78K
$516K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
230+ 4.28% |
$16.4K - $17.4K
|
5.61K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
227+ 4.0% |
$16.1K - $17.2K
|
5.9K
$449K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
221+ 8.02% |
$15.7K - $16.7K
|
2.98K
$226K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
219+ 7.24% |
$15.6K - $16.6K
|
3.24K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
214+ 0.98% |
$15.2K - $16.2K
|
22K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
209+ 2.69% |
$14.9K - $15.8K
|
7.97K
$606K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
205+ 0.91% |
$14.6K - $15.5K
|
22.7K
$1.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
205+ 2.57% |
$14.6K - $15.5K
|
8.17K
$621K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
205+ 1.73% |
$14.6K - $15.5K
|
12K
$915K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
205+ 0.4% |
$14.6K - $15.5K
|
51.3K
$3.9M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
203+ 1.87% |
$14.4K - $15.4K
|
11.1K
$842K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
190+ 5.5% |
$13.5K - $14.4K
|
3.65K
$277K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
172+ 8.06% |
$12.2K - $13K
|
2.31K
$175K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
170+ 1.04% |
$12.1K - $12.9K
|
16.4K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
169+ 0.14% |
$12K - $12.8K
|
123K
$9.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
160+ 1.55% |
$11.4K - $12.1K
|
10.5K
$798K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
149+ 3.45% |
$10.6K - $11.3K
|
4.47K
$340K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
143+ 0.73% |
$10.2K - $10.8K
|
19.8K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
141+ 1.43% |
$10K - $10.7K
|
10K
$761K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
138+ 1.44% |
$9.81K - $10.5K
|
9.72K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
131+ 0.92% |
$9.32K - $9.93K
|
14.4K
$1.09M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
130+ 0.28% |
$9.24K - $9.85K
|
46.5K
$3.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
127+ 2.0% |
$9.03K - $9.62K
|
6.47K
$492K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
115New |
$8.18K - $8.71K
|
115
$8.74K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
115+ 1.93% |
$8.18K - $8.71K
|
6.06K
$461K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
110+ 2.23% |
$7.82K - $8.34K
|
5.04K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
105+ 0.11% |
$7.47K - $7.96K
|
92.4K
$7.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
100+ 1.4% |
$7.11K - $7.58K
|
7.22K
$549K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
100+ 1.97% |
$7.11K - $7.58K
|
5.17K
$393K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
97+ 2.46% |
$6.9K - $7.35K
|
4.04K
$307K
|