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 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
585+ 171.05% |
$42.5K - $45.3K
|
927
$70.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
569+ 1.42% |
$41.3K - $44.1K
|
40.7K
$3.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
562+ 6.81% |
$40.8K - $43.6K
|
8.81K
$670K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
538+ 14.29% |
$39.1K - $41.7K
|
4.3K
$327K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
537+ 5.29% |
$39K - $41.6K
|
10.7K
$813K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
514+ 450.88% |
$37.3K - $39.8K
|
628
$47.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
506+ 3.56% |
$36.7K - $39.2K
|
14.7K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
506+ 2.52% |
$36.7K - $39.2K
|
20.6K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
500+ 1.26% |
$36.3K - $38.8K
|
40.1K
$3.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
485+ 2.17% |
$35.2K - $37.6K
|
22.8K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
479+ 8.19% |
$34.8K - $37.1K
|
6.33K
$481K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
470+ 2.79% |
$34.1K - $36.4K
|
17.3K
$1.32M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
455+ 56.52% |
$33K - $35.3K
|
1.26K
$95.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
454+ 7.71% |
$33K - $35.2K
|
6.34K
$482K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
441+ 7.32% |
$32K - $34.2K
|
6.47K
$492K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
436+ 0.14% |
$31.6K - $33.8K
|
302K
$23M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
433+ 0.65% |
$31.4K - $33.6K
|
66.6K
$5.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
423+ 3.43% |
$30.7K - $32.8K
|
12.8K
$970K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
423+ 8.28% |
$30.7K - $32.8K
|
5.53K
$420K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
419+ 3.12% |
$30.4K - $32.5K
|
13.8K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
411+ 9.54% |
$29.8K - $31.9K
|
4.72K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
406New |
$29.5K - $31.5K
|
406
$30.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
383+ 4.94% |
$27.8K - $29.7K
|
8.13K
$618K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
383+ 6.66% |
$27.8K - $29.7K
|
6.13K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
375+ 2.22% |
$27.2K - $29.1K
|
17.3K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
354+ 0.57% |
$25.7K - $27.4K
|
62.5K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
353New |
$25.6K - $27.4K
|
353
$26.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
349+ 3.2% |
$25.3K - $27K
|
11.2K
$855K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
346+ 1.62% |
$25.1K - $26.8K
|
21.8K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
342+ 0.18% |
$24.8K - $26.5K
|
189K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
338+ 2.05% |
$24.5K - $26.2K
|
16.9K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
336+ 8.48% |
$24.4K - $26K
|
4.3K
$327K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
335+ 11.95% |
$24.3K - $26K
|
3.14K
$239K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
334+ 3.77% |
$24.2K - $25.9K
|
9.19K
$699K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
330+ 9.85% |
$24K - $25.6K
|
3.68K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
330+ 5.54% |
$24K - $25.6K
|
6.28K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
318+ 0.47% |
$23.1K - $24.6K
|
68.7K
$5.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
312+ 8.32% |
$22.6K - $24.2K
|
4.06K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
309+ 1.35% |
$22.4K - $23.9K
|
23.2K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
307+ 0.61% |
$22.3K - $23.8K
|
50.7K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
306+ 16.75% |
$22.2K - $23.7K
|
2.13K
$162K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
304+ 0.17% |
$22.1K - $23.6K
|
178K
$13.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
302+ 1.7% |
$21.9K - $23.4K
|
18K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$21.8K - $23.3K
|
300
$22.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
300+ 9.8% |
$21.8K - $23.3K
|
3.36K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
300New |
$21.8K - $23.3K
|
300
$22.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
292+ 3.5% |
$21.2K - $22.6K
|
8.64K
$657K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
290+ 4.94% |
$21.1K - $22.5K
|
6.17K
$469K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
290+ 1.02% |
$21.1K - $22.5K
|
28.7K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
279+ 4.42% |
$20.3K - $21.6K
|
6.59K
$501K
|