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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.68K+ 15.17% |
$120K - $128K
|
12.7K
$968K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.67K+ 7.77% |
$120K - $128K
|
23.2K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.59K+ 0.94% |
$114K - $122K
|
171K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.58K+ 26.74% |
$113K - $120K
|
7.47K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.52K+ 42.4% |
$109K - $116K
|
5.11K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.52K+ 14.72% |
$109K - $116K
|
11.8K
$901K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.52K+ 14.42% |
$108K - $116K
|
12K
$914K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.47K+ 5.06% |
$105K - $112K
|
30.6K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 4.81% |
$99.5K - $106K
|
30.3K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.36K+ 45.94% |
$97.5K - $104K
|
4.33K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 13.01% |
$97.1K - $104K
|
11.8K
$896K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.32K+ 2.25% |
$94.4K - $101K
|
60K
$4.56M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.32KNew |
$94.1K - $100K
|
1.32K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.31K+ 34.04% |
$93.9K - $100K
|
5.17K
$393K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1.23K+ 2.7% |
$88.2K - $94.1K
|
46.8K
$3.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$85.6K - $91.3K
|
1.2K
$90.9K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.17K+ 59.14% |
$83.4K - $89K
|
3.14K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.16K+ 15.19% |
$82.8K - $88.3K
|
8.78K
$667K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.14KNew |
$81.4K - $86.8K
|
1.14K
$86.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 4.0% |
$79.2K - $84.5K
|
28.7K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.1K+ 0.2% |
$78.9K - $84.1K
|
553K
$42.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.09K+ 1.41% |
$77.9K - $83.1K
|
78.1K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 3.54% |
$75.7K - $80.8K
|
30.9K
$2.35M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.06K+ 20.12% |
$75.7K - $80.7K
|
6.31K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.03K+ 15.5% |
$73.8K - $78.7K
|
7.68K
$584K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
999+ 16.87% |
$71.5K - $76.3K
|
6.92K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
991+ 12.77% |
$70.9K - $75.7K
|
8.75K
$666K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
979+ 13.38% |
$70.1K - $74.8K
|
8.29K
$631K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
971+ 37.94% |
$69.5K - $74.1K
|
3.53K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
960+ 13.14% |
$68.7K - $73.3K
|
8.27K
$629K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
954+ 954.0% |
$68.3K - $72.8K
|
1.05K
$80.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
908+ 6.22% |
$65K - $69.3K
|
15.5K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
896+ 14.48% |
$64.1K - $68.4K
|
7.09K
$539K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
886+ 15.03% |
$63.4K - $67.7K
|
6.78K
$515K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
884+ 12.88% |
$63.3K - $67.5K
|
7.75K
$589K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
850+ 3.83% |
$60.9K - $64.9K
|
23K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
837New |
$59.9K - $63.9K
|
837
$63.6K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
834+ 8.06% |
$59.7K - $63.7K
|
11.2K
$850K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
828+ 1800.0% |
$59.3K - $63.2K
|
874
$66.5K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
806+ 14.26% |
$57.7K - $61.5K
|
6.46K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
803+ 2.3% |
$57.5K - $61.3K
|
35.7K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
780+ 0.84% |
$55.8K - $59.6K
|
93.8K
$7.13M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
761+ 4.51% |
$54.5K - $58.1K
|
17.6K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
734+ 5.85% |
$52.5K - $56K
|
13.3K
$1.01M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
728+ 945.45% |
$52.1K - $55.6K
|
805
$61.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
721New |
$51.6K - $55.1K
|
721
$54.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
700+ 2.27% |
$50.1K - $53.5K
|
31.5K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
695+ 14.29% |
$49.8K - $53.1K
|
5.56K
$423K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
640+ 3.17% |
$45.8K - $48.9K
|
20.8K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
618+ 4.99% |
$44.2K - $47.2K
|
13K
$989K
|