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 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-288- 1.84% |
$20.9K - $22.3K
|
15.3K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-290- 1.81% |
$21.1K - $22.5K
|
15.7K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-294- 7.25% |
$21.3K - $22.8K
|
3.76K
$286K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-298- 2.04% |
$21.6K - $23.1K
|
14.3K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-308- 8.97% |
$22.4K - $23.9K
|
3.13K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-310- 2.28% |
$22.5K - $24K
|
13.3K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-321- 2.38% |
$23.3K - $24.9K
|
13.2K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-321- 1.08% |
$23.3K - $24.9K
|
29.5K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-321- 6.71% |
$23.3K - $24.9K
|
4.46K
$339K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-339- 1.11% |
$24.6K - $26.3K
|
30.2K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-350- 0.68% |
$25.4K - $27.1K
|
50.9K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-359- 1.74% |
$26.1K - $27.8K
|
20.3K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-363- 3.54% |
$26.4K - $28.1K
|
9.88K
$751K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-368- 3.29% |
$26.7K - $28.5K
|
10.8K
$822K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-375- 3.49% |
$27.2K - $29.1K
|
10.4K
$789K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-393- 10.09% |
$28.5K - $30.5K
|
3.5K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-395- 0.67% |
$28.7K - $30.6K
|
58.2K
$4.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-396- 2.7% |
$28.7K - $30.7K
|
14.3K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-397- 7.25% |
$28.8K - $30.8K
|
5.08K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-400- 11.36% |
$29K - $31K
|
3.12K
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-403- 91.18% |
$29.3K - $31.2K
|
39
$2.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-405- 8.75% |
$29.4K - $31.4K
|
4.23K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-406- 33.53% |
$29.5K - $31.5K
|
805
$61.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-409- 6.4% |
$29.7K - $31.7K
|
5.98K
$455K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-444- 17.33% |
$32.2K - $34.4K
|
2.12K
$161K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-469- 3.43% |
$34K - $36.3K
|
13.2K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-479- 3.22% |
$34.8K - $37.1K
|
14.4K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-496- 8.67% |
$36K - $38.4K
|
5.23K
$398K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-504- 14.81% |
$36.6K - $39.1K
|
2.9K
$220K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-511- 67.5% |
$37.1K - $39.6K
|
246
$18.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-514- 8.33% |
$37.3K - $39.8K
|
5.66K
$430K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-518- 5.61% |
$37.6K - $40.1K
|
8.72K
$663K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-519- 1.15% |
$37.7K - $40.2K
|
44.6K
$3.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-534- 2.4% |
$38.8K - $41.4K
|
21.7K
$1.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-535- 2.91% |
$38.8K - $41.5K
|
17.8K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-535- 6.06% |
$38.8K - $41.5K
|
8.29K
$631K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-550- 3.41% |
$39.9K - $42.6K
|
15.6K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-556- 7.65% |
$40.4K - $43.1K
|
6.71K
$510K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-571- 0.52% |
$41.4K - $44.3K
|
110K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-571- 12.48% |
$41.4K - $44.3K
|
4.01K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-585- 63.11% |
$42.5K - $45.3K
|
342
$26K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-585- 3.03% |
$42.5K - $45.3K
|
18.7K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-624- 3.73% |
$45.3K - $48.4K
|
16.1K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-640- 17.07% |
$46.5K - $49.6K
|
3.11K
$236K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-671- 4.61% |
$48.7K - $52K
|
13.9K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-702- 0.29% |
$51K - $54.4K
|
244K
$18.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-715- 10.49% |
$51.9K - $55.4K
|
6.1K
$464K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-726- 4.81% |
$52.7K - $56.3K
|
14.4K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-741- 10.26% |
$53.8K - $57.4K
|
6.48K
$493K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-742- 5.55% |
$53.9K - $57.5K
|
12.6K
$959K
|