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 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-759- 9.53% |
$55.1K - $58.8K
|
7.21K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-762- 12.72% |
$55.3K - $59.1K
|
5.23K
$398K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-772- 20.28% |
$56K - $59.8K
|
3.03K
$231K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-792- 2.11% |
$57.5K - $61.4K
|
36.7K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-813- 0.2% |
$59K - $63K
|
403K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-822- 2.88% |
$59.7K - $63.7K
|
27.7K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-823- 2.49% |
$59.7K - $63.8K
|
32.2K
$2.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-835- 5.24% |
$60.6K - $64.7K
|
15.1K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-857- 5.41% |
$62.2K - $66.4K
|
15K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-882- 3.9% |
$64K - $68.4K
|
21.7K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-884- 2.51% |
$64.2K - $68.5K
|
34.3K
$2.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-891- 4.88% |
$64.7K - $69.1K
|
17.4K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-893- 0.76% |
$64.8K - $69.2K
|
117K
$8.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-917- 1.35% |
$66.6K - $71.1K
|
66.9K
$5.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-930- 6.76% |
$67.5K - $72.1K
|
12.8K
$976K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-948- 1.45% |
$68.8K - $73.5K
|
64.3K
$4.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-959- 9.57% |
$69.6K - $74.3K
|
9.07K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-959- 32.94% |
$69.6K - $74.3K
|
1.95K
$148K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-961- 7.33% |
$69.8K - $74.5K
|
12.2K
$924K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-962- 3.65% |
$69.8K - $74.6K
|
25.4K
$1.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-978- 3.42% |
$71K - $75.8K
|
27.6K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-981- 11.84% |
$71.2K - $76K
|
7.3K
$555K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-999- 70.2% |
$72.5K - $77.4K
|
424
$32.2K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.01K- 11.44% |
$73.3K - $78.3K
|
7.82K
$594K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.02K- 6.97% |
$74.1K - $79.1K
|
13.6K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.05K- 94.76% |
$76.1K - $81.3K
|
58
$4.41K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.05K- 11.52% |
$76.2K - $81.4K
|
8.07K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.1K- 2.76% |
$79.5K - $84.9K
|
38.6K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.1K- 14.27% |
$80.1K - $85.6K
|
6.63K
$504K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 22.41% |
$80.1K - $85.6K
|
3.82K
$291K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.12K- 4.03% |
$81.5K - $87K
|
26.7K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.13K- 12.88% |
$81.9K - $87.4K
|
7.63K
$580K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.13K- 3.9% |
$82.1K - $87.7K
|
27.9K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.12% |
$82.4K - $88K
|
100K
$7.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.14K- 8.49% |
$82.5K - $88K
|
12.2K
$931K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.14K- 45.49% |
$83K - $88.7K
|
1.37K
$104K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.17K- 4.71% |
$84.9K - $90.7K
|
23.7K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.18K- 11.49% |
$85.3K - $91.1K
|
9.05K
$688K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.22K- 12.12% |
$88.6K - $94.6K
|
8.84K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.25K- 31.53% |
$90.4K - $96.6K
|
2.71K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.26K- 4.76% |
$91.5K - $97.7K
|
25.2K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.28K- 5.8% |
$92.6K - $98.8K
|
20.7K
$1.57M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.28K- 1.98% |
$92.9K - $99.2K
|
63.3K
$4.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.29K- 12.47% |
$93.5K - $99.8K
|
9.04K
$688K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.3K- 37.86% |
$94.6K - $101K
|
2.14K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.35K- 68.89% |
$98.2K - $105K
|
611
$46.5K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.35K- 68.89% |
$98.2K - $105K
|
611
$46.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.36K- 16.93% |
$98.7K - $105K
|
6.67K
$507K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.37K- 6.83% |
$99.4K - $106K
|
18.7K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.39K- 14.45% |
$101K - $107K
|
8.21K
$624K
|