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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-98- 2.22% |
$7.11K - $7.6K
|
4.33K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-99- 1.8% |
$7.19K - $7.67K
|
5.41K
$411K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-100- 2.69% |
$7.26K - $7.75K
|
3.62K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-104- 0.87% |
$7.55K - $8.06K
|
11.8K
$900K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-104- 0.53% |
$7.55K - $8.06K
|
19.7K
$1.5M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-109- 1.38% |
$7.91K - $8.45K
|
7.79K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-113- 2.47% |
$8.2K - $8.76K
|
4.46K
$339K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-114- 22.31% |
$8.28K - $8.84K
|
397
$30.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 2.6% |
$8.78K - $9.38K
|
4.53K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-122- 0.83% |
$8.86K - $9.46K
|
14.7K
$1.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-123- 2.82% |
$8.93K - $9.53K
|
4.23K
$322K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-125- 3.76% |
$9.07K - $9.69K
|
3.2K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-125- 3.53% |
$9.07K - $9.69K
|
3.42K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-135- 3.53% |
$9.8K - $10.5K
|
3.69K
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-141- 1.5% |
$10.2K - $10.9K
|
9.24K
$703K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-142- 7.28% |
$10.3K - $11K
|
1.81K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-149- 3.44% |
$10.8K - $11.5K
|
4.18K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 0.64% |
$10.9K - $11.6K
|
23.4K
$1.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-152- 5.18% |
$11K - $11.8K
|
2.79K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-153- 0.36% |
$11.1K - $11.9K
|
42.3K
$3.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-157- 4.45% |
$11.4K - $12.2K
|
3.38K
$257K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-160- 0.67% |
$11.6K - $12.4K
|
23.7K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-163- 9.22% |
$11.8K - $12.6K
|
1.6K
$122K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-170- 0.09% |
$12.3K - $13.2K
|
193K
$14.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-172- 2.92% |
$12.5K - $13.3K
|
5.73K
$435K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-178- 1.31% |
$12.9K - $13.8K
|
13.4K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-180- 10.45% |
$13.1K - $14K
|
1.54K
$117K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-180- 0.72% |
$13.1K - $14K
|
24.8K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-182- 2.32% |
$13.2K - $14.1K
|
7.67K
$583K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-186- 1.05% |
$13.5K - $14.4K
|
17.5K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-194- 6.66% |
$14.1K - $15K
|
2.72K
$207K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-199- 4.07% |
$14.4K - $15.4K
|
4.7K
$357K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-216- 6.5% |
$15.7K - $16.7K
|
3.11K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-221- 3.44% |
$16K - $17.1K
|
6.2K
$472K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-225- 6.43% |
$16.3K - $17.4K
|
3.27K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-229- 3.21% |
$16.6K - $17.7K
|
6.9K
$525K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-230- 2.97% |
$16.7K - $17.8K
|
7.51K
$571K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-235- 87.69% |
$17.1K - $18.2K
|
33
$2.51K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-235- 7.31% |
$17.1K - $18.2K
|
2.98K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-235- 3.26% |
$17.1K - $18.2K
|
6.97K
$530K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-238- 4.17% |
$17.3K - $18.4K
|
5.48K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-248- 21.99% |
$18K - $19.2K
|
880
$66.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-252- 0.92% |
$18.3K - $19.5K
|
27.2K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-255- 0.93% |
$18.5K - $19.8K
|
27.3K
$2.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-258- 3.17% |
$18.7K - $20K
|
7.89K
$600K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-263- 8.52% |
$19.1K - $20.4K
|
2.83K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-264- 1.09% |
$19.2K - $20.5K
|
24K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-270- 2.72% |
$19.6K - $20.9K
|
9.67K
$735K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-270- 2.72% |
$19.6K - $20.9K
|
9.67K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-275- 0.82% |
$20K - $21.3K
|
33.4K
$2.54M
|