Purchases and Sales Made in Q2 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 2023. 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 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
121+ 0.55% |
$8.78K - $9.38K
|
22.2K
$1.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
117+ 11.57% |
$8.49K - $9.07K
|
1.13K
$85.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112+ 151.35% |
$8.13K - $8.68K
|
186
$14.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
112+ 0.55% |
$8.13K - $8.68K
|
20.5K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
109+ 2.14% |
$7.91K - $8.45K
|
5.21K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 4.6% |
$7.84K - $8.37K
|
2.45K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
101New |
$7.33K - $7.83K
|
101
$7.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 1.0% |
$7.26K - $7.75K
|
10.1K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100New |
$7.26K - $7.75K
|
100
$7.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
90+ 1.41% |
$6.53K - $6.98K
|
6.49K
$494K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
80+ 1.32% |
$5.81K - $6.2K
|
6.14K
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
76+ 2.11% |
$5.52K - $5.89K
|
3.67K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
75+ 4.19% |
$5.44K - $5.81K
|
1.86K
$142K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 0.55% |
$5.44K - $5.81K
|
13.8K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
73+ 17.63% |
$5.3K - $5.66K
|
487
$37K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
72+ 0.29% |
$5.23K - $5.58K
|
25K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
71+ 0.93% |
$5.15K - $5.5K
|
7.69K
$584K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
68New |
$4.94K - $5.27K
|
68
$5.17K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
67+ 2.2% |
$4.86K - $5.19K
|
3.11K
$237K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.01% |
$4.79K - $5.12K
|
6.62K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
65+ 2.06% |
$4.72K - $5.04K
|
3.21K
$244K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65New |
$4.72K - $5.04K
|
65
$4.94K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
64+ 1.65% |
$4.65K - $4.96K
|
3.94K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
61+ 1.96% |
$4.43K - $4.73K
|
3.17K
$241K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
57+ 0.41% |
$4.14K - $4.42K
|
14.1K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.45% |
$3.85K - $4.11K
|
11.8K
$897K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 0.51% |
$3.63K - $3.88K
|
9.78K
$744K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
50+ 0.97% |
$3.63K - $3.88K
|
5.22K
$397K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50New |
$3.63K - $3.88K
|
50
$3.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
44+ 1.1% |
$3.19K - $3.41K
|
4.06K
$309K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.83% |
$3.05K - $3.26K
|
5.08K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
41+ 0.07% |
$2.98K - $3.18K
|
57.6K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
40New |
$2.9K - $3.1K
|
40
$3.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39New |
$2.83K - $3.02K
|
39
$2.97K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
38+ 0.57% |
$2.76K - $2.95K
|
6.7K
$510K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
38+ 4.31% |
$2.76K - $2.95K
|
919
$69.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
34+ 0.31% |
$2.47K - $2.64K
|
11.1K
$845K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 0.68% |
$2.18K - $2.33K
|
4.45K
$338K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
30+ 8.29% |
$2.18K - $2.33K
|
392
$29.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28+ 0.37% |
$2.03K - $2.17K
|
7.69K
$585K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 0.29% |
$2.03K - $2.17K
|
9.74K
$741K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
28+ 0.74% |
$2.03K - $2.17K
|
3.84K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
27+ 0.62% |
$1.96K - $2.09K
|
4.36K
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26+ 0.51% |
$1.89K - $2.02K
|
5.14K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
25+ 0.35% |
$1.81K - $1.94K
|
7.19K
$546K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
24+ 0.72% |
$1.74K - $1.86K
|
3.35K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.18% |
$1.6K - $1.71K
|
12.1K
$919K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 0.25% |
$1.52K - $1.63K
|
8.45K
$642K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.2% |
$1.52K - $1.63K
|
10.4K
$792K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
21+ 0.51% |
$1.52K - $1.63K
|
4.15K
$316K
|