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
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-855- 0.97% |
$61.2K - $65.3K
|
86.8K
$6.6M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-891- 25.61% |
$63.8K - $68K
|
2.59K
$197K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-892- 1.61% |
$63.9K - $68.1K
|
54.7K
$4.16M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-910- 0.97% |
$65.1K - $69.5K
|
92.6K
$7.04M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-914- 2.89% |
$65.4K - $69.8K
|
30.8K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-915- 4.15% |
$65.5K - $69.9K
|
21.1K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-970- 5.26% |
$69.4K - $74.1K
|
17.5K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-976- 4.38% |
$69.9K - $74.5K
|
21.3K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-979- 9.02% |
$70.1K - $74.8K
|
9.88K
$751K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-992- 5.77% |
$71K - $75.7K
|
16.2K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.05K- 4.38% |
$75.2K - $80.3K
|
22.9K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 5.04% |
$75.7K - $80.8K
|
19.9K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-1.06K- 3.28% |
$76.2K - $81.2K
|
31.4K
$2.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.07K- 1.16% |
$76.5K - $81.6K
|
91.4K
$6.95M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.07K- 9.07% |
$76.9K - $82K
|
10.8K
$819K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 2.1% |
$77.7K - $82.9K
|
50.5K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.1K- 6.13% |
$78.8K - $84.1K
|
16.9K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.11K- 15.32% |
$79.4K - $84.7K
|
6.13K
$466K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.11K- 26.45% |
$79.5K - $84.8K
|
3.09K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.12K- 2.57% |
$79.9K - $85.2K
|
42.4K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.12K- 21.55% |
$80.4K - $85.8K
|
4.09K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.14K- 25.41% |
$81.6K - $87.1K
|
3.35K
$254K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.15K- 15.95% |
$82.6K - $88.1K
|
6.08K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.16K- 0.83% |
$82.7K - $88.2K
|
137K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.17K- 5.97% |
$84K - $89.6K
|
18.5K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 1.74% |
$85.9K - $91.6K
|
67.8K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.2K- 88.9% |
$86K - $91.7K
|
150
$11.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 10.27% |
$86.6K - $92.4K
|
10.6K
$804K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.22K- 6.01% |
$87.6K - $93.5K
|
19.2K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 0.81% |
$88.3K - $94.2K
|
151K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.25K- 30.15% |
$89.5K - $95.5K
|
2.9K
$220K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.27K- 5.6% |
$90.6K - $96.6K
|
21.3K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.3K- 22.05% |
$93.1K - $99.3K
|
4.6K
$349K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.31K- 27.01% |
$93.4K - $99.6K
|
3.53K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 54.83% |
$94.6K - $101K
|
1.09K
$82.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.36K- 0.04% |
$97.6K - $104K
|
3.56M
$270M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.38K- 33.51% |
$98.7K - $105K
|
2.73K
$208K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.38K- 2.87% |
$98.7K - $105K
|
46.6K
$3.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-1.4K- 4.5% |
$100K - $107K
|
29.7K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.41K- 10.34% |
$101K - $107K
|
12.2K
$928K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.43K- 10.73% |
$102K - $109K
|
11.9K
$901K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.46K- 35.62% |
$104K - $111K
|
2.63K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-1.47K- 1.07% |
$105K - $112K
|
135K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.48K- 8.09% |
$106K - $113K
|
16.8K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.53K- 3.44% |
$110K - $117K
|
43K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.54K- 2.68% |
$110K - $118K
|
56.1K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.56K- 9.0% |
$112K - $119K
|
15.8K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.6K- 56.11% |
$114K - $122K
|
1.25K
$95.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 79.84% |
$117K - $125K
|
414
$31.5K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.65K- 21.69% |
$118K - $126K
|
5.96K
$453K
|