Purchases and Sales Made in Q3 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-227- 5.81% |
$15.6K - $17.3K
|
3.68K
$280K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-231- 0.53% |
$15.9K - $17.6K
|
43.5K
$3.31M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-240- 2.71% |
$16.5K - $18.3K
|
8.6K
$654K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-242- 3.49% |
$16.6K - $18.4K
|
6.69K
$509K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-242- 3.95% |
$16.6K - $18.4K
|
5.89K
$448K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-242- 0.79% |
$16.6K - $18.4K
|
30.5K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-244- 1.99% |
$16.8K - $18.6K
|
12K
$913K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-245- 48.51% |
$16.9K - $18.6K
|
260
$19.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-250- 1.44% |
$17.2K - $19K
|
17.1K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 7.66% |
$17.2K - $19K
|
3.02K
$229K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-252- 2.31% |
$17.3K - $19.2K
|
10.7K
$811K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-258- 73.09% |
$17.8K - $19.6K
|
95
$7.22K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-258- 3.97% |
$17.8K - $19.6K
|
6.24K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-275- 6.59% |
$18.9K - $20.9K
|
3.9K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-294- 15.77% |
$20.2K - $22.4K
|
1.57K
$119K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-304- 4.97% |
$20.9K - $23.1K
|
5.81K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-310- 7.52% |
$21.3K - $23.6K
|
3.81K
$290K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-313- 7.94% |
$21.5K - $23.8K
|
3.63K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-316- 0.54% |
$21.7K - $24K
|
57.9K
$4.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-317- 8.43% |
$21.8K - $24.1K
|
3.44K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-320- 2.43% |
$22K - $24.4K
|
12.9K
$979K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-320- 1.55% |
$22K - $24.4K
|
20.4K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-331- 8.15% |
$22.8K - $25.2K
|
3.73K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-335- 2.51% |
$23K - $25.5K
|
13K
$991K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-337- 8.3% |
$23.2K - $25.6K
|
3.73K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-340- 0.5% |
$23.4K - $25.9K
|
68.3K
$5.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-349- 2.41% |
$24K - $26.6K
|
14.1K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-349- 2.44% |
$24K - $26.6K
|
14K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-370- 2.78% |
$25.5K - $28.2K
|
12.9K
$983K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-370- 0.81% |
$25.5K - $28.2K
|
45.5K
$3.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-373- 0.67% |
$25.7K - $28.4K
|
55.6K
$4.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-373- 3.13% |
$25.7K - $28.4K
|
11.5K
$877K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-380- 2.1% |
$26.1K - $28.9K
|
17.7K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-388- 8.39% |
$26.7K - $29.5K
|
4.23K
$322K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-407- 11.18% |
$28K - $31K
|
3.23K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-415- 1.83% |
$28.6K - $31.6K
|
22.3K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-415- 1.45% |
$28.6K - $31.6K
|
28.2K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-416- 4.17% |
$28.6K - $31.7K
|
9.57K
$728K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-431- 51.87% |
$29.7K - $32.8K
|
400
$30.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-446- 5.82% |
$30.7K - $33.9K
|
7.22K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-451- 6.97% |
$31K - $34.3K
|
6.02K
$458K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-473- 7.01% |
$32.5K - $36K
|
6.27K
$477K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-477- 6.1% |
$32.8K - $36.3K
|
7.34K
$558K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-478- 0.71% |
$32.9K - $36.4K
|
67.1K
$5.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-478- 5.52% |
$32.9K - $36.4K
|
8.19K
$622K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-478- 5.52% |
$32.9K - $36.4K
|
8.19K
$622K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-486- 3.33% |
$33.4K - $37K
|
14.1K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-490- 58.54% |
$33.7K - $37.3K
|
347
$26.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-532- 9.35% |
$36.6K - $40.5K
|
5.16K
$392K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-534- 9.88% |
$36.7K - $40.6K
|
4.87K
$370K
|