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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-46- 1.55% |
$3.05K - $3.33K
|
2.92K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-46- 77.97% |
$3.05K - $3.33K
|
13
$989
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47- 4.72% |
$3.11K - $3.4K
|
949
$72.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-48- 1.78% |
$3.18K - $3.47K
|
2.65K
$202K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 0.79% |
$3.31K - $3.62K
|
6.31K
$480K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-52- 0.5% |
$3.44K - $3.76K
|
10.3K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-52- 8.43% |
$3.44K - $3.76K
|
565
$43K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55- 1.02% |
$3.64K - $3.98K
|
5.34K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-56- 0.49% |
$3.71K - $4.05K
|
11.4K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-59- 0.21% |
$3.91K - $4.27K
|
27.7K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-60- 54.05% |
$3.97K - $4.34K
|
51
$3.88K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-62- 1.09% |
$4.11K - $4.48K
|
5.65K
$430K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-65- 0.2% |
$4.3K - $4.7K
|
32.4K
$2.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-66- 0.18% |
$4.37K - $4.77K
|
37.5K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-67- 1.63% |
$4.44K - $4.84K
|
4.05K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 52.31% |
$4.5K - $4.92K
|
62
$4.71K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-70- 0.38% |
$4.64K - $5.06K
|
18.6K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-73- 2.19% |
$4.83K - $5.28K
|
3.27K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 42.86% |
$4.97K - $5.42K
|
100
$7.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-77- 0.97% |
$5.1K - $5.57K
|
7.86K
$597K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-82- 10.24% |
$5.43K - $5.93K
|
719
$54.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-88- 2.08% |
$5.83K - $6.36K
|
4.15K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-93- 1.11% |
$6.16K - $6.72K
|
8.28K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-97- 1.34% |
$6.42K - $7.01K
|
7.15K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-99- 2.65% |
$6.56K - $7.16K
|
3.64K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.64% |
$6.62K - $7.23K
|
840
$63.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-109- 9.83% |
$7.22K - $7.88K
|
1K
$76K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-109- 0.6% |
$7.22K - $7.88K
|
18.2K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-112- 14.7% |
$7.42K - $8.1K
|
650
$49.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-115- 0.65% |
$7.62K - $8.31K
|
17.6K
$1.34M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-116- 3.23% |
$7.68K - $8.39K
|
3.48K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-123- 2.22% |
$8.15K - $8.89K
|
5.41K
$412K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-123- 0.37% |
$8.15K - $8.89K
|
33.2K
$2.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 62.5% |
$8.28K - $9.04K
|
75
$5.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-133- 1.8% |
$8.81K - $9.62K
|
7.24K
$551K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-137- 3.95% |
$9.07K - $9.91K
|
3.33K
$253K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-142- 54.2% |
$9.4K - $10.3K
|
120
$9.12K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-142- 54.2% |
$9.4K - $10.3K
|
120
$9.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-142- 3.18% |
$9.4K - $10.3K
|
4.33K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-143Closed |
$9.47K - $10.3K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-147- 62.03% |
$9.73K - $10.6K
|
90
$6.84K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 15.0% |
$9.93K - $10.8K
|
850
$64.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-154- 1.89% |
$10.2K - $11.1K
|
8K
$608K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-154- 98.72% |
$10.2K - $11.1K
|
2
$152
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-158- 5.21% |
$10.5K - $11.4K
|
2.88K
$219K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-162- 1.19% |
$10.7K - $11.7K
|
13.5K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-163- 4.49% |
$10.8K - $11.8K
|
3.47K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-167- 1.58% |
$11.1K - $12.1K
|
10.4K
$792K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-181- 4.39% |
$12K - $13.1K
|
3.94K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-186- 0.13% |
$12.3K - $13.4K
|
139K
$10.5M
|