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 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
91+ 0.35% |
$6.47K - $6.9K
|
26K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
91+ 0.68% |
$6.47K - $6.9K
|
13.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
86+ 1.89% |
$6.12K - $6.52K
|
4.63K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
85+ 0.4% |
$6.04K - $6.44K
|
21.5K
$1.64M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
73+ 2.37% |
$5.19K - $5.53K
|
3.15K
$239K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
73+ 28.63% |
$5.19K - $5.53K
|
328
$24.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72New |
$5.12K - $5.46K
|
72
$5.47K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72+ 21.05% |
$5.12K - $5.46K
|
414
$31.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.37% |
$4.98K - $5.3K
|
19K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
62New |
$4.41K - $4.7K
|
62
$4.71K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
60+ 1.19% |
$4.27K - $4.55K
|
5.11K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
55+ 1.16% |
$3.91K - $4.17K
|
4.78K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
55+ 14.1% |
$3.91K - $4.17K
|
445
$33.8K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 2.31% |
$3.77K - $4.02K
|
2.35K
$178K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
52+ 0.33% |
$3.7K - $3.94K
|
16K
$1.22M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50+ 100.0% |
$3.56K - $3.79K
|
100
$7.6K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
49+ 0.67% |
$3.48K - $3.71K
|
7.32K
$557K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
47+ 1.11% |
$3.34K - $3.56K
|
4.29K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$3.34K - $3.56K
|
47
$3.57K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
46+ 0.49% |
$3.27K - $3.49K
|
9.51K
$723K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
45+ 9.38% |
$3.2K - $3.41K
|
525
$39.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
45New |
$3.2K - $3.41K
|
45
$3.42K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
45+ 88.24% |
$3.2K - $3.41K
|
96
$7.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$3.06K - $3.26K
|
43
$3.27K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
42+ 1.0% |
$2.99K - $3.18K
|
4.22K
$321K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
41+ 1.01% |
$2.92K - $3.11K
|
4.09K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
40+ 0.94% |
$2.84K - $3.03K
|
4.29K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 1.98% |
$2.77K - $2.96K
|
2.01K
$153K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
38+ 0.02% |
$2.7K - $2.88K
|
166K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
38+ 31.15% |
$2.7K - $2.88K
|
160
$12.2K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
37+ 0.68% |
$2.63K - $2.8K
|
5.48K
$417K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
36+ 0.78% |
$2.56K - $2.73K
|
4.66K
$354K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
36+ 0.94% |
$2.56K - $2.73K
|
3.85K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
36New |
$2.56K - $2.73K
|
36
$2.74K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35New |
$2.49K - $2.65K
|
35
$2.66K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
35+ 0.04% |
$2.49K - $2.65K
|
92.8K
$7.06M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 0.29% |
$2.42K - $2.58K
|
11.7K
$893K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
33+ 0.09% |
$2.35K - $2.5K
|
37K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
33+ 0.16% |
$2.35K - $2.5K
|
20.6K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
32+ 2.79% |
$2.28K - $2.42K
|
1.18K
$89.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.26% |
$2.06K - $2.2K
|
11.2K
$850K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
29+ 3.0% |
$2.06K - $2.2K
|
997
$75.8K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 10.77% |
$1.99K - $2.12K
|
288
$21.9K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
26+ 0.29% |
$1.85K - $1.97K
|
9.12K
$693K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
24+ 0.57% |
$1.71K - $1.82K
|
4.22K
$321K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
23+ 0.52% |
$1.64K - $1.74K
|
4.46K
$339K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22New |
$1.56K - $1.67K
|
22
$1.67K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
21+ 2.57% |
$1.49K - $1.59K
|
837
$63.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 0.45% |
$1.42K - $1.52K
|
4.42K
$336K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19+ 0.25% |
$1.35K - $1.44K
|
7.66K
$583K
|