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 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-186- 0.71% |
$12.3K - $13.4K
|
25.9K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-197- 1.69% |
$13K - $14.2K
|
11.5K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-197- 4.71% |
$13K - $14.2K
|
3.99K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-200- 2.99% |
$13.2K - $14.5K
|
6.48K
$493K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-200- 1.51% |
$13.2K - $14.5K
|
13K
$992K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-210- 4.46% |
$13.9K - $15.2K
|
4.49K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-211- 0.63% |
$14K - $15.3K
|
33.5K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-211- 84.06% |
$14K - $15.3K
|
40
$3.04K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-211- 0.38% |
$14K - $15.3K
|
55.4K
$4.21M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-213- 1.22% |
$14.1K - $15.4K
|
17.3K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-226- 3.75% |
$15K - $16.3K
|
5.8K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-232- 22.46% |
$15.4K - $16.8K
|
801
$60.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-236- 3.69% |
$15.6K - $17.1K
|
6.16K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-241- 4.55% |
$16K - $17.4K
|
5.06K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-251- 5.73% |
$16.6K - $18.1K
|
4.13K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-252- 3.57% |
$16.7K - $18.2K
|
6.8K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-253- 32.31% |
$16.8K - $18.3K
|
530
$40.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-255- 5.4% |
$16.9K - $18.4K
|
4.46K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-262- 1.27% |
$17.3K - $18.9K
|
20.4K
$1.55M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-264- 27.19% |
$17.5K - $19.1K
|
707
$53.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-280- 4.49% |
$18.5K - $20.2K
|
5.96K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-281- 9.1% |
$18.6K - $20.3K
|
2.81K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-291- 6.95% |
$19.3K - $21K
|
3.9K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-297- 2.13% |
$19.7K - $21.5K
|
13.7K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-300- 8.76% |
$19.9K - $21.7K
|
3.12K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-300- 9.95% |
$19.9K - $21.7K
|
2.72K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-300- 8.27% |
$19.9K - $21.7K
|
3.33K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-300- 8.89% |
$19.9K - $21.7K
|
3.08K
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-324- 3.73% |
$21.5K - $23.4K
|
8.35K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-328- 6.52% |
$21.7K - $23.7K
|
4.71K
$358K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-340- 7.28% |
$22.5K - $24.6K
|
4.33K
$329K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-341- 2.47% |
$22.6K - $24.7K
|
13.5K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-352- 2.48% |
$23.3K - $25.4K
|
13.8K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-365- 3.68% |
$24.2K - $26.4K
|
9.55K
$726K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-369- 2.96% |
$24.4K - $26.7K
|
12.1K
$921K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-373- 2.25% |
$24.7K - $27K
|
16.2K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-397- 3.44% |
$26.3K - $28.7K
|
11.1K
$847K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-400- 98.77% |
$26.5K - $28.9K
|
5
$380
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-400- 0.89% |
$26.5K - $28.9K
|
44.5K
$3.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-410- 7.06% |
$27.2K - $29.6K
|
5.4K
$411K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-424- 5.36% |
$28.1K - $30.7K
|
7.49K
$570K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-425- 5.19% |
$28.1K - $30.7K
|
7.76K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-428- 85.6% |
$28.3K - $30.9K
|
72
$5.47K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-431- 12.64% |
$28.5K - $31.2K
|
2.98K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-431- 3.04% |
$28.5K - $31.2K
|
13.8K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-433- 10.85% |
$28.7K - $31.3K
|
3.56K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-454- 6.92% |
$30.1K - $32.8K
|
6.11K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-458- 9.02% |
$30.3K - $33.1K
|
4.62K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-466- 0.44% |
$30.9K - $33.7K
|
105K
$7.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-470- 3.42% |
$31.1K - $34K
|
13.3K
$1.01M
|