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 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
65+ 86.67% |
$4.65K - $4.96K
|
140
$10.6K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
64New |
$4.58K - $4.89K
|
64
$4.87K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
60+ 1.79% |
$4.3K - $4.58K
|
3.42K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
60+ 11.7% |
$4.3K - $4.58K
|
573
$43.6K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
58New |
$4.15K - $4.43K
|
58
$4.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
56+ 0.41% |
$4.01K - $4.28K
|
13.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 2.82% |
$3.87K - $4.12K
|
1.97K
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
54+ 11.16% |
$3.87K - $4.12K
|
538
$40.9K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
53+ 88.33% |
$3.79K - $4.05K
|
113
$8.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
50+ 1.77% |
$3.58K - $3.82K
|
2.87K
$218K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
50+ 1.44% |
$3.58K - $3.82K
|
3.53K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
42+ 0.72% |
$3.01K - $3.21K
|
5.89K
$448K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
38+ 0.12% |
$2.72K - $2.9K
|
32.5K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
32+ 6.56% |
$2.29K - $2.44K
|
520
$39.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.69% |
$2.22K - $2.37K
|
4.54K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
30+ 0.16% |
$2.15K - $2.29K
|
18.3K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
28+ 0.59% |
$2K - $2.14K
|
4.81K
$366K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
27+ 1.18% |
$1.93K - $2.06K
|
2.32K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.55% |
$1.86K - $1.99K
|
4.73K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
26+ 0.23% |
$1.86K - $1.99K
|
11.4K
$866K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23+ 0.71% |
$1.65K - $1.76K
|
3.25K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
20+ 0.16% |
$1.43K - $1.53K
|
12.7K
$968K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20New |
$1.43K - $1.53K
|
20
$1.52K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.14% |
$1.43K - $1.53K
|
13.9K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18+ 0.7% |
$1.29K - $1.37K
|
2.61K
$198K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.25% |
$1.29K - $1.37K
|
7.3K
$555K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
18+ 0.53% |
$1.29K - $1.37K
|
3.43K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
17+ 0.26% |
$1.22K - $1.3K
|
6.56K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17+ 0.57% |
$1.22K - $1.3K
|
3K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
17+ 0.13% |
$1.22K - $1.3K
|
13.4K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16+ 0.26% |
$1.15K - $1.22K
|
6.18K
$470K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
12+ 0.09% |
$859 - $916
|
13.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.92% |
$716 - $764
|
1.1K
$83.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 0.58% |
$716 - $764
|
1.73K
$131K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10+ 6.33% |
$716 - $764
|
168
$12.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9+ 0.16% |
$644 - $687
|
5.58K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9+ 0.2% |
$644 - $687
|
4.49K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9+ 0.17% |
$644 - $687
|
5.27K
$401K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
8+ 0.27% |
$573 - $611
|
3.01K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.38% |
$573 - $611
|
2.11K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6New |
$430 - $458
|
6
$456
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.03% |
$430 - $458
|
23.4K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.06% |
$358 - $382
|
8.92K
$678K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$358 - $382
|
28.5K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.71% |
$286 - $305
|
564
$42.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4+ 0.03% |
$286 - $305
|
12.7K
$964K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.36% |
$286 - $305
|
1.1K
$83.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.7% |
$215 - $229
|
430
$32.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.39% |
$215 - $229
|
780
$59.3K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 0.28% |
$143 - $153
|
709
$53.9K
|