Purchases and Sales Made in Q1 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 2024. 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 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 8.07% |
$4.15K - $4.43K
|
661
$50.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-61- 0.74% |
$4.37K - $4.66K
|
8.22K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-61- 98.39% |
$4.37K - $4.66K
|
1
$76
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-62- 8.91% |
$4.44K - $4.73K
|
634
$48.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-63- 5.26% |
$4.51K - $4.81K
|
1.13K
$86.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-63- 0.22% |
$4.51K - $4.81K
|
28.6K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-63- 1.01% |
$4.51K - $4.81K
|
6.15K
$468K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-65- 0.61% |
$4.65K - $4.96K
|
10.6K
$803K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-69- 2.73% |
$4.94K - $5.27K
|
2.46K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-70- 1.86% |
$5.01K - $5.35K
|
3.7K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-70- 1.04% |
$5.01K - $5.35K
|
6.63K
$504K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-71- 0.19% |
$5.08K - $5.42K
|
37.4K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-72- 2.13% |
$5.15K - $5.5K
|
3.31K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-75- 1.04% |
$5.37K - $5.73K
|
7.16K
$545K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-75- 2.76% |
$5.37K - $5.73K
|
2.64K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-76- 0.94% |
$5.44K - $5.8K
|
8.01K
$609K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-78- 50.0% |
$5.58K - $5.96K
|
78
$5.93K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-83- 0.22% |
$5.94K - $6.34K
|
36.9K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-84- 1.29% |
$6.01K - $6.41K
|
6.4K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-88- 0.46% |
$6.3K - $6.72K
|
19K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-95- 1.87% |
$6.8K - $7.25K
|
4.98K
$379K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-95- 5.03% |
$6.8K - $7.25K
|
1.8K
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-100- 1.6% |
$7.16K - $7.64K
|
6.16K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-101- 2.31% |
$7.23K - $7.71K
|
4.28K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-105- 4.91% |
$7.52K - $8.02K
|
2.03K
$155K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-106- 0.13% |
$7.59K - $8.09K
|
78.6K
$5.98M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 17.31% |
$7.66K - $8.17K
|
511
$38.9K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-109- 1.17% |
$7.8K - $8.32K
|
9.21K
$700K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 3.16% |
$7.87K - $8.4K
|
3.37K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-111- 1.48% |
$7.95K - $8.48K
|
7.36K
$560K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-114- 2.23% |
$8.16K - $8.71K
|
5.01K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-114- 0.1% |
$8.16K - $8.71K
|
116K
$8.83M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-115- 1.63% |
$8.23K - $8.78K
|
6.95K
$528K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-115- 1.21% |
$8.23K - $8.78K
|
9.41K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-124- 0.06% |
$8.88K - $9.47K
|
191K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-127- 3.79% |
$9.09K - $9.7K
|
3.22K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-155- 11.44% |
$11.1K - $11.8K
|
1.2K
$91.2K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-157- 0.84% |
$11.2K - $12K
|
18.4K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-158- 27.15% |
$11.3K - $12.1K
|
424
$32.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-160- 5.22% |
$11.5K - $12.2K
|
2.9K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-162- 4.19% |
$11.6K - $12.4K
|
3.7K
$282K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-163- 5.21% |
$11.7K - $12.4K
|
2.97K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-164- 1.35% |
$11.7K - $12.5K
|
12K
$909K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-166- 0.6% |
$11.9K - $12.7K
|
27.3K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-166- 20.54% |
$11.9K - $12.7K
|
642
$48.8K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-168- 0.99% |
$12K - $12.8K
|
16.8K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-176- 4.39% |
$12.6K - $13.4K
|
3.83K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-180- 1.72% |
$12.9K - $13.7K
|
10.3K
$782K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-180- 0.4% |
$12.9K - $13.7K
|
44.3K
$3.37M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-187- 2.61% |
$13.4K - $14.3K
|
6.97K
$530K
|