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 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.4K- 36.2% |
$102K - $109K
|
2.47K
$188K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.41K- 5.13% |
$102K - $109K
|
26.1K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.41K- 16.05% |
$102K - $109K
|
7.38K
$561K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.42K- 37.76% |
$103K - $110K
|
2.35K
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 5.46% |
$104K - $112K
|
24.9K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.48K- 83.89% |
$108K - $115K
|
285
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.49K- 1.44% |
$108K - $115K
|
102K
$7.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.5K- 9.04% |
$109K - $117K
|
15.1K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.53K- 18.45% |
$111K - $118K
|
6.75K
$513K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.53K- 4.26% |
$111K - $118K
|
34.3K
$2.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.53K- 20.97% |
$111K - $119K
|
5.78K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.54K- 5.4% |
$112K - $119K
|
27K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.54K- 0.92% |
$112K - $120K
|
166K
$12.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.57K- 13.35% |
$114K - $122K
|
10.2K
$775K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.62K- 1.46% |
$118K - $126K
|
110K
$8.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.62K- 23.8% |
$118K - $126K
|
5.2K
$395K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-1.67K- 5.65% |
$121K - $129K
|
27.8K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.67K- 3.52% |
$121K - $130K
|
45.7K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.7K- 1.44% |
$123K - $132K
|
116K
$8.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.71K- 2.51% |
$124K - $133K
|
66.5K
$5.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.72K- 3.62% |
$125K - $134K
|
45.9K
$3.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.72K- 13.72% |
$125K - $134K
|
10.8K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.74K- 9.9% |
$126K - $135K
|
15.8K
$1.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.83K- 14.67% |
$133K - $142K
|
10.6K
$808K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 3.65% |
$134K - $143K
|
48.7K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.91K- 69.63% |
$138K - $148K
|
831
$63.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.91K- 2.94% |
$138K - $148K
|
63K
$4.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.94K- 14.31% |
$141K - $150K
|
11.6K
$883K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.97K- 27.37% |
$143K - $153K
|
5.22K
$397K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.97K- 5.3% |
$143K - $153K
|
35.2K
$2.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.99K- 9.98% |
$145K - $154K
|
18K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.03K- 13.28% |
$147K - $157K
|
13.3K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.06K- 2.72% |
$149K - $160K
|
73.6K
$5.6M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.08K- 69.88% |
$151K - $161K
|
897
$68.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.13K- 6.75% |
$154K - $165K
|
29.4K
$2.24M
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-2.13K- 3.24% |
$155K - $165K
|
63.8K
$4.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.15K- 20.87% |
$156K - $167K
|
8.17K
$621K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-2.17K- 4.75% |
$157K - $168K
|
43.5K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 9.33% |
$161K - $172K
|
21.5K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.24K- 9.77% |
$163K - $174K
|
20.7K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.25K- 3.82% |
$163K - $174K
|
56.6K
$4.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.3K- 66.43% |
$167K - $178K
|
1.16K
$88.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.32K- 6.2% |
$168K - $180K
|
35.1K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.39K- 3.86% |
$173K - $185K
|
59.4K
$4.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.4K- 35.12% |
$174K - $186K
|
4.43K
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.42K- 28.11% |
$176K - $187K
|
6.19K
$470K
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.43K- 51.23% |
$177K - $188K
|
2.32K
$176K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.54K- 9.75% |
$184K - $196K
|
23.5K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.57K- 26.86% |
$187K - $199K
|
7K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.72K- 26.67% |
$197K - $210K
|
7.47K
$568K
|