Purchases and Sales Made in Q4 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
72+ 0.8% |
$4.77K - $5.21K
|
9.11K
$693K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
71+ 0.19% |
$4.7K - $5.13K
|
37K
$2.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 1.99% |
$4.64K - $5.06K
|
3.58K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
69+ 2.15% |
$4.57K - $4.99K
|
3.27K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
67New |
$4.44K - $4.84K
|
67
$5.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
65+ 0.62% |
$4.3K - $4.7K
|
10.6K
$808K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
65New |
$4.3K - $4.7K
|
65
$4.94K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.61% |
$4.17K - $4.55K
|
10.3K
$785K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
60+ 1.62% |
$3.97K - $4.34K
|
3.77K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
60New |
$3.97K - $4.34K
|
60
$4.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
56New |
$3.71K - $4.05K
|
56
$4.26K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
52+ 0.44% |
$3.44K - $3.76K
|
12K
$909K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
51New |
$3.38K - $3.69K
|
51
$3.88K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
50+ 0.85% |
$3.31K - $3.62K
|
5.92K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50New |
$3.31K - $3.62K
|
50
$3.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
50New |
$3.31K - $3.62K
|
50
$3.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49New |
$3.24K - $3.54K
|
49
$3.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45+ 3.22% |
$2.98K - $3.25K
|
1.44K
$110K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
44+ 0.99% |
$2.91K - $3.18K
|
4.47K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
42+ 1.24% |
$2.78K - $3.04K
|
3.43K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
42New |
$2.78K - $3.04K
|
42
$3.19K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
40New |
$2.65K - $2.89K
|
40
$3.04K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
37+ 0.54% |
$2.45K - $2.68K
|
6.86K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 7.22% |
$2.19K - $2.39K
|
490
$37.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
30+ 0.15% |
$1.99K - $2.17K
|
19.9K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
27New |
$1.79K - $1.95K
|
27
$2.05K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.04% |
$1.79K - $1.95K
|
62.7K
$4.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 0.09% |
$1.79K - $1.95K
|
30.8K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
26New |
$1.72K - $1.88K
|
26
$1.98K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26+ 0.36% |
$1.72K - $1.88K
|
7.24K
$550K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
25+ 0.49% |
$1.66K - $1.81K
|
5.12K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 0.18% |
$1.66K - $1.81K
|
14K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 2.49% |
$1.66K - $1.81K
|
1.03K
$78.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25+ 0.44% |
$1.66K - $1.81K
|
5.75K
$437K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23+ 0.68% |
$1.52K - $1.66K
|
3.38K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 0.51% |
$1.52K - $1.66K
|
4.51K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$1.39K - $1.52K
|
21
$1.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
20New |
$1.32K - $1.45K
|
20
$1.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20New |
$1.32K - $1.45K
|
20
$1.52K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17New |
$1.13K - $1.23K
|
17
$1.29K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 2.49% |
$993 - $1.08K
|
617
$46.9K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
12New |
$795 - $868
|
12
$912
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 0.64% |
$728 - $795
|
1.72K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$662 - $723
|
10
$760
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
9+ 0.3% |
$596 - $651
|
3K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 1.4% |
$530 - $578
|
580
$44.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7+ 0.05% |
$464 - $506
|
13.4K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.76% |
$397 - $434
|
799
$60.8K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
6+ 0.37% |
$397 - $434
|
1.64K
$125K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.47% |
$331 - $362
|
1.07K
$81.1K
|