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 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
254+ 0.53% |
$18.2K - $19.4K
|
48K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
254+ 1.76% |
$18.2K - $19.4K
|
14.7K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
252+ 3.02% |
$18K - $19.2K
|
8.6K
$654K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 2.7% |
$17.3K - $18.4K
|
9.18K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
238+ 1.64% |
$17K - $18.2K
|
14.7K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$14.3K - $15.3K
|
200
$15.2K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
195New |
$14K - $14.9K
|
195
$14.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
195+ 0.39% |
$14K - $14.9K
|
50.3K
$3.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
195+ 8.65% |
$14K - $14.9K
|
2.45K
$186K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
188+ 4.1% |
$13.5K - $14.4K
|
4.78K
$363K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
188+ 4.92% |
$13.5K - $14.4K
|
4.01K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
177+ 6.06% |
$12.7K - $13.5K
|
3.1K
$236K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
177+ 4.19% |
$12.7K - $13.5K
|
4.4K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
175+ 3.24% |
$12.5K - $13.4K
|
5.57K
$424K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 69.67% |
$12.2K - $13K
|
414
$31.5K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
167+ 0.19% |
$12K - $12.8K
|
89K
$6.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
165+ 0.1% |
$11.8K - $12.6K
|
161K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
163+ 42.23% |
$11.7K - $12.4K
|
549
$41.7K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
159+ 0.23% |
$11.4K - $12.1K
|
69.1K
$5.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
157+ 0.72% |
$11.2K - $12K
|
21.8K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
154+ 3.78% |
$11K - $11.8K
|
4.22K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
145+ 3.23% |
$10.4K - $11.1K
|
4.64K
$352K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.35% |
$9.95K - $10.6K
|
10.5K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
138+ 4.84% |
$9.88K - $10.5K
|
2.99K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
138+ 3.03% |
$9.88K - $10.5K
|
4.69K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
137+ 0.81% |
$9.81K - $10.5K
|
17.1K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
133+ 0.61% |
$9.52K - $10.2K
|
22K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
128+ 0.73% |
$9.16K - $9.77K
|
17.8K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
128+ 8.87% |
$9.16K - $9.77K
|
1.57K
$119K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$8.59K - $9.16K
|
120
$9.12K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
119+ 3.72% |
$8.52K - $9.09K
|
3.32K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.09% |
$8.23K - $8.78K
|
123K
$9.36M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
115+ 3.07% |
$8.23K - $8.78K
|
3.86K
$293K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
114New |
$8.16K - $8.71K
|
114
$8.67K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
114+ 1.6% |
$8.16K - $8.71K
|
7.26K
$552K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
113+ 1.24% |
$8.09K - $8.63K
|
9.23K
$701K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
112+ 7.36% |
$8.02K - $8.55K
|
1.63K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
110+ 3.83% |
$7.87K - $8.4K
|
2.98K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
109+ 0.63% |
$7.8K - $8.32K
|
17.5K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
108+ 1.07% |
$7.73K - $8.25K
|
10.2K
$774K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
104+ 2.26% |
$7.45K - $7.94K
|
4.7K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
103+ 264.1% |
$7.37K - $7.87K
|
142
$10.8K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
95+ 3.2% |
$6.8K - $7.25K
|
3.06K
$233K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
95+ 1.9% |
$6.8K - $7.25K
|
5.09K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
91+ 10.34% |
$6.51K - $6.95K
|
971
$73.8K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
82+ 5.98% |
$5.87K - $6.26K
|
1.45K
$110K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80+ 0.5% |
$5.73K - $6.11K
|
15.9K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
79+ 1.27% |
$5.66K - $6.03K
|
6.32K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73+ 23.17% |
$5.23K - $5.57K
|
388
$29.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
70+ 1.56% |
$5.01K - $5.35K
|
4.56K
$347K
|