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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.85K+ 9.57% |
$418K - $446K
|
66.9K
$5.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.61K+ 72.17% |
$402K - $429K
|
13.4K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.44KNew |
$389K - $415K
|
5.44K
$413K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5.31K+ 14.45% |
$380K - $405K
|
42.1K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.25K+ 84.98% |
$375K - $401K
|
11.4K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.08K+ 15.16% |
$363K - $388K
|
38.5K
$2.93M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.03K+ 2.56% |
$360K - $384K
|
202K
$15.3M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.03K+ 2.56% |
$360K - $384K
|
202K
$15.3M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.97KNew |
$356K - $379K
|
4.97K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.94K+ 24.16% |
$354K - $377K
|
25.4K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.91KNew |
$352K - $375K
|
4.91K
$373K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.9KNew |
$351K - $374K
|
4.9K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.8KNew |
$344K - $367K
|
4.8K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.79K+ 12.84% |
$343K - $366K
|
42.1K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.78K+ 71.46% |
$342K - $365K
|
11.5K
$872K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.76K+ 31.24% |
$341K - $363K
|
20K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.58KNew |
$328K - $350K
|
4.58K
$349K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.58K+ 32.5% |
$328K - $350K
|
18.7K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.5KNew |
$322K - $344K
|
4.5K
$342K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.49K+ 10.25% |
$321K - $343K
|
48.3K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
4.37KNew |
$313K - $334K
|
4.37K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.33K+ 21.9% |
$310K - $331K
|
24.1K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 33.83% |
$309K - $330K
|
17.1K
$1.3M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.32KNew |
$309K - $329K
|
4.32K
$328K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
4.12K+ 66.55% |
$295K - $315K
|
10.3K
$784K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.08K+ 137.68% |
$292K - $311K
|
7.04K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.96K+ 7.14% |
$283K - $302K
|
59.4K
$4.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.85K+ 27.36% |
$276K - $294K
|
17.9K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.83KNew |
$274K - $293K
|
3.83K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
3.77KNew |
$270K - $288K
|
3.77K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.67KNew |
$263K - $280K
|
3.67K
$279K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
3.67K+ 6.5% |
$263K - $280K
|
60.1K
$4.57M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.65K+ 44.97% |
$262K - $279K
|
11.8K
$896K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.65K+ 55.29% |
$261K - $279K
|
10.2K
$779K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.62K+ 103.7% |
$259K - $276K
|
7.11K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.6K+ 16.27% |
$258K - $275K
|
25.7K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 3.08% |
$257K - $274K
|
120K
$9.13M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.56KNew |
$255K - $272K
|
3.56K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.45K+ 8.55% |
$247K - $264K
|
43.8K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.38K+ 8.03% |
$242K - $258K
|
45.4K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.36K+ 15.52% |
$240K - $256K
|
25K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.32K+ 490.84% |
$238K - $254K
|
4K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.28KNew |
$235K - $251K
|
3.28K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.26K+ 8.59% |
$233K - $249K
|
41.2K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
3.26K+ 10.93% |
$233K - $249K
|
33.1K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.25KNew |
$232K - $248K
|
3.25K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.23KNew |
$231K - $246K
|
3.23K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.22KNew |
$230K - $245K
|
3.22K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.18K+ 0.85% |
$227K - $243K
|
376K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.15KNew |
$225K - $240K
|
3.15K
$239K
|