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 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 9.76% |
$1.45K - $1.55K
|
185
$14.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-22- 3.31% |
$1.6K - $1.71K
|
643
$48.9K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$1.6K - $1.71K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-23- 1.97% |
$1.67K - $1.78K
|
1.15K
$87.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-25- 0.26% |
$1.81K - $1.94K
|
9.52K
$724K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 8.33% |
$1.81K - $1.94K
|
275
$20.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-25- 0.34% |
$1.81K - $1.94K
|
7.29K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-25- 1.09% |
$1.81K - $1.94K
|
2.27K
$173K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-27- 0.05% |
$1.96K - $2.09K
|
49.6K
$3.77M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.5% |
$2.54K - $2.71K
|
7K
$532K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-36- 23.08% |
$2.61K - $2.79K
|
120
$9.12K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-37- 0.29% |
$2.69K - $2.87K
|
12.9K
$981K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.61% |
$2.69K - $2.87K
|
6.04K
$459K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-40- 1.19% |
$2.9K - $3.1K
|
3.33K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-41- 1.0% |
$2.98K - $3.18K
|
4.05K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-42- 0.99% |
$3.05K - $3.26K
|
4.18K
$318K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-42- 0.99% |
$3.05K - $3.26K
|
4.18K
$318K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-44- 1.21% |
$3.19K - $3.41K
|
3.6K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-45- 8.57% |
$3.27K - $3.49K
|
480
$36.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-45- 0.68% |
$3.27K - $3.49K
|
6.6K
$502K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-45- 1.16% |
$3.27K - $3.49K
|
3.84K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-46- 0.36% |
$3.34K - $3.57K
|
12.6K
$960K
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-47- 0.4% |
$3.41K - $3.64K
|
11.9K
$901K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-47- 1.22% |
$3.41K - $3.64K
|
3.79K
$288K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-48- 0.16% |
$3.48K - $3.72K
|
30.7K
$2.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-48- 0.21% |
$3.48K - $3.72K
|
22.8K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-49- 9.37% |
$3.56K - $3.8K
|
474
$36K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 4.26% |
$3.63K - $3.88K
|
1.13K
$85.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-52- 5.38% |
$3.77K - $4.03K
|
914
$69.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-56- 0.4% |
$4.07K - $4.34K
|
14K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-56- 1.04% |
$4.07K - $4.34K
|
5.34K
$406K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-60- 1.46% |
$4.36K - $4.65K
|
4.04K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-63- 10.62% |
$4.57K - $4.88K
|
530
$40.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-65- 1.52% |
$4.72K - $5.04K
|
4.22K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-68- 1.84% |
$4.94K - $5.27K
|
3.63K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-69- 0.87% |
$5.01K - $5.35K
|
7.86K
$597K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-74- 1.73% |
$5.37K - $5.74K
|
4.22K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 2.6% |
$5.44K - $5.81K
|
2.81K
$214K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-75- 0.35% |
$5.44K - $5.81K
|
21.5K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.58% |
$5.44K - $5.81K
|
12.9K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-76- 0.47% |
$5.52K - $5.89K
|
16.1K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-77- 0.58% |
$5.59K - $5.97K
|
13.3K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-79- 2.41% |
$5.73K - $6.12K
|
3.21K
$244K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-81- 0.03% |
$5.88K - $6.28K
|
313K
$23.8M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-83- 1.51% |
$6.02K - $6.43K
|
5.4K
$411K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-84- 1.76% |
$6.1K - $6.51K
|
4.7K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-92- 4.75% |
$6.68K - $7.13K
|
1.85K
$140K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-94- 0.42% |
$6.82K - $7.29K
|
22.4K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-97- 1.37% |
$7.04K - $7.52K
|
6.96K
$529K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-98- 0.23% |
$7.11K - $7.6K
|
43.3K
$3.29M
|