Purchases and Sales Made in Q4 2023 in Consumer Staples Sector Spdr (XLP)

XLP Quotes by TradingView

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
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
5
+ 1.92%
$331 - $362
265 $20.2K
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
5
+ 0.11%
$331 - $362
4.38K $333K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
5
+ 0.44%
$331 - $362
1.13K $86.2K
Feb 12, 2024 Q4 2023
Legacy Advisors, LLC

BUY
 -
5
+ 0.02%
$331 - $362
28.5K $2.17M
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

BUY
 -
4
+ 0.16%
$265 - $289
2.53K $192K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
4
+ 0.31%
$265 - $289
1.3K $98.9K
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
4
+ 0.37%
$265 - $289
1.1K $83.6K
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
3
New
$199 - $217
3 $228
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
3
+ 0.78%
$199 - $217
386 $29.4K
Jan 24, 2024 Q4 2023
Smith, Salley & Associates

BUY
 -
3
+ 0.07%
$199 - $217
4.22K $321K
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
2
+ 0.06%
$132 - $145
3.13K $238K
Feb 12, 2024 Q4 2023
Strengthening Families & Communities, LLC

BUY
 -
2
+ 0.74%
$132 - $145
273 $20.8K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2
+ 0.17%
$132 - $145
1.15K $87.2K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2
+ 0.11%
$132 - $145
1.9K $145K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
1
New
$66.2 - $72.3
1 $76
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
1
+ 0.09%
$66.2 - $72.3
1.09K $82.5K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.06%
$66.2 - $72.3
1.6K $122K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
1
+ 0.62%
$66.2 - $72.3
162 $12.3K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.86%
$66.2 - $72.3
117 $8.9K
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
BUY
 -
1
+ 0.32%
$66.2 - $72.3
315 $24K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
1
New
$66.2 - $72.3
1 $76
Jan 26, 2024 Q4 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1
+ 0.29%
$66.2 - $72.3
340 $25.9K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1
+ 2.56%
$66.2 - $72.3
40 $3.04K
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

SELL
 -
-2
- 0.02%
$132 - $145
8.14K $619K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
SELL
 -
-7
- 0.22%
$464 - $506
3.23K $245K
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

SELL
 -
-7
- 0.21%
$464 - $506
3.37K $256K
Feb 05, 2024 Q4 2023
Cypress Capital Management LLC (Wy)

SELL
 -
-8
- 16.67%
$530 - $578
40 $3.04K
Feb 02, 2024 Q4 2023
Briaud Financial Planning, Inc

College Station, TX
SELL
 -
-8
- 0.05%
$530 - $578
16.2K $1.23M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-8
- 0.15%
$530 - $578
5.16K $392K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-9
- 1.81%
$596 - $651
488 $37.1K
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

SELL
 -
-9
- 0.15%
$596 - $651
6.01K $457K
Feb 12, 2024 Q4 2023
Mma Asset Management LLC

New York, NY
SELL
 -
-9
- 0.07%
$596 - $651
12.5K $949K
Jan 18, 2024 Q4 2023
Terra Nova Asset Management LLC

SELL
 -
-11
- 0.07%
$728 - $795
14.7K $1.12M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

SELL
 -
-18
- 4.2%
$1.19K - $1.3K
411 $31.3K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-22
- 2.73%
$1.46K - $1.59K
783 $59.5K
Feb 08, 2024 Q4 2023
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-22
- 0.37%
$1.46K - $1.59K
5.9K $448K
Jan 30, 2024 Q4 2023
Imprint Wealth LLC

Mount Pleasant, SC
SELL
 -
-22
- 0.74%
$1.46K - $1.59K
2.96K $225K
Jan 29, 2024 Q4 2023
Byrne Asset Management LLC

SELL
 -
-23
- 1.89%
$1.52K - $1.66K
1.2K $91K
Jun 28, 2024 Q4 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
SELL
 -
-23
- 0.14%
$1.52K - $1.66K
15.9K $1.21M
Jan 18, 2024 Q4 2023
Washington Trust CO

SELL
 -
-25
- 0.4%
$1.66K - $1.81K
6.26K $476K
Jan 24, 2024 Q4 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-26
- 0.5%
$1.72K - $1.88K
5.13K $390K
Jan 10, 2024 Q4 2023
City Holding CO

SELL
 -
-28
- 1.29%
$1.85K - $2.02K
2.14K $162K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

SELL
 -
-31
- 1.55%
$2.05K - $2.24K
1.97K $150K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-32
- 14.16%
$2.12K - $2.31K
194 $14.8K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-36
- 4.92%
$2.38K - $2.6K
696 $52.9K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-37
- 0.29%
$2.45K - $2.68K
12.9K $982K
Jan 22, 2024 Q4 2023
My Personal Cfo, LLC

SELL
 -
-39
- 1.13%
$2.58K - $2.82K
3.41K $259K
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

SELL
 -
-42
- 1.16%
$2.78K - $3.04K
3.59K $273K
Feb 07, 2024 Q4 2023
First United Bank & Trust

SELL
 -
-45
- 0.72%
$2.98K - $3.25K
6.23K $474K

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