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 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-188- 1.02% |
$13.5K - $14.4K
|
18.2K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-190- 48.72% |
$13.6K - $14.5K
|
200
$15.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-199- 58.53% |
$14.2K - $15.2K
|
141
$10.7K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-200- 4.48% |
$14.3K - $15.3K
|
4.27K
$324K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-200- 4.78% |
$14.3K - $15.3K
|
3.98K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 2.31% |
$14.3K - $15.3K
|
8.46K
$643K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-201- 2.08% |
$14.4K - $15.3K
|
9.48K
$721K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-207- 1.42% |
$14.8K - $15.8K
|
14.4K
$1.09M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-208- 1.21% |
$14.9K - $15.9K
|
17K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-209- 3.64% |
$15K - $16K
|
5.54K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-210- 10.92% |
$15K - $16K
|
1.71K
$130K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-210- 5.33% |
$15K - $16K
|
3.73K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-211- 4.98% |
$15.1K - $16.1K
|
4.03K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-217- 3.86% |
$15.5K - $16.6K
|
5.41K
$411K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-219- 0.63% |
$15.7K - $16.7K
|
34.8K
$2.64M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-224- 5.67% |
$16K - $17.1K
|
3.72K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-232- 22.5% |
$16.6K - $17.7K
|
799
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-235- 1.31% |
$16.8K - $17.9K
|
17.7K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-237- 6.44% |
$17K - $18.1K
|
3.44K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-242- 6.17% |
$17.3K - $18.5K
|
3.68K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-249- 6.84% |
$17.8K - $19K
|
3.39K
$258K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-250- 53.08% |
$17.9K - $19.1K
|
221
$16.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-255- 17.37% |
$18.3K - $19.5K
|
1.21K
$92.2K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-255- 4.97% |
$18.3K - $19.5K
|
4.87K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-256- 4.19% |
$18.3K - $19.5K
|
5.85K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-261- 1.1% |
$18.7K - $19.9K
|
23.5K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-266- 5.51% |
$19K - $20.3K
|
4.56K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-269- 4.57% |
$19.3K - $20.5K
|
5.62K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-277- 1.53% |
$19.8K - $21.2K
|
17.9K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-280- 2.22% |
$20K - $21.4K
|
12.3K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-287- 25.02% |
$20.5K - $21.9K
|
860
$65.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-288- 0.55% |
$20.6K - $22K
|
52.1K
$3.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-290- 2.79% |
$20.8K - $22.1K
|
10.1K
$769K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-291- 53.89% |
$20.8K - $22.2K
|
249
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-296- 0.82% |
$21.2K - $22.6K
|
35.8K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-298- 0.85% |
$21.3K - $22.8K
|
34.8K
$2.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-304- 20.51% |
$21.8K - $23.2K
|
1.18K
$89.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-311- 4.57% |
$22.3K - $23.7K
|
6.49K
$494K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-318- 1.51% |
$22.8K - $24.3K
|
20.8K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-320- 1.81% |
$22.9K - $24.4K
|
17.4K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-325- 8.61% |
$23.3K - $24.8K
|
3.45K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-327- 1.92% |
$23.4K - $25K
|
16.7K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-335- 3.88% |
$24K - $25.6K
|
8.29K
$630K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-350- 2.2% |
$25.1K - $26.7K
|
15.6K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-373- 4.83% |
$26.7K - $28.5K
|
7.34K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-379- 1.64% |
$27.1K - $28.9K
|
22.7K
$1.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-381- 5.4% |
$27.3K - $29.1K
|
6.67K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-384- 4.01% |
$27.5K - $29.3K
|
9.19K
$699K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-385- 9.37% |
$27.6K - $29.4K
|
3.73K
$283K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-386- 0.62% |
$27.6K - $29.5K
|
62.3K
$4.74M
|