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 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-472- 97.32% |
$31.3K - $34.1K
|
13
$989
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-475- 1.3% |
$31.5K - $34.3K
|
36.1K
$2.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-477- 7.11% |
$31.6K - $34.5K
|
6.23K
$474K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-488- 3.81% |
$32.3K - $35.3K
|
12.3K
$936K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-490- 3.26% |
$32.4K - $35.4K
|
14.6K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-494- 2.14% |
$32.7K - $35.7K
|
22.6K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-499- 1.3% |
$33K - $36.1K
|
37.9K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-505- 4.68% |
$33.4K - $36.5K
|
10.3K
$782K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-515- 0.47% |
$34.1K - $37.2K
|
108K
$8.23M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-522- 4.33% |
$34.6K - $37.7K
|
11.5K
$878K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-524- 4.07% |
$34.7K - $37.9K
|
12.3K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-541- 0.46% |
$35.8K - $39.1K
|
117K
$8.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-553- 2.56% |
$36.6K - $40K
|
21.1K
$1.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-556- 8.24% |
$36.8K - $40.2K
|
6.19K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-558- 7.19% |
$37K - $40.3K
|
7.21K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-559- 69.61% |
$37K - $40.4K
|
244
$18.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-615- 33.92% |
$40.7K - $44.5K
|
1.2K
$91.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-619- 2.92% |
$41K - $44.8K
|
20.6K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-633- 12.99% |
$41.9K - $45.8K
|
4.24K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-641- 2.8% |
$42.4K - $46.3K
|
22.3K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-643- 5.25% |
$42.6K - $46.5K
|
11.6K
$883K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-644- 4.14% |
$42.6K - $46.6K
|
14.9K
$1.13M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-644- 4.14% |
$42.6K - $46.6K
|
14.9K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-650- 32.48% |
$43K - $47K
|
1.35K
$103K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-668- 8.55% |
$44.2K - $48.3K
|
7.15K
$543K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-669- 6.98% |
$44.3K - $48.4K
|
8.91K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-683- 5.92% |
$45.2K - $49.4K
|
10.9K
$825K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-694- 8.95% |
$46K - $50.2K
|
7.06K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-706- 18.49% |
$46.8K - $51K
|
3.11K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-710- 12.68% |
$47K - $51.3K
|
4.89K
$372K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-731- 76.15% |
$48.4K - $52.9K
|
229
$17.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-735- 1.59% |
$48.7K - $53.1K
|
45.4K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-737- 8.36% |
$48.8K - $53.3K
|
8.08K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-803- 32.55% |
$53.2K - $58.1K
|
1.66K
$127K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-809- 3.29% |
$53.6K - $58.5K
|
23.8K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-836- 3.42% |
$55.4K - $60.4K
|
23.6K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-836- 13.22% |
$55.4K - $60.4K
|
5.49K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-853- 16.54% |
$56.5K - $61.7K
|
4.31K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-857- 7.14% |
$56.8K - $62K
|
11.1K
$848K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-865- 4.08% |
$57.3K - $62.5K
|
20.3K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-869- 2.72% |
$57.5K - $62.8K
|
31.1K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-893- 4.0% |
$59.1K - $64.6K
|
21.4K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-893- 3.33% |
$59.1K - $64.6K
|
25.9K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-922- 15.37% |
$61.1K - $66.7K
|
5.08K
$386K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-961- 3.01% |
$63.6K - $69.5K
|
31K
$2.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-963- 23.92% |
$63.8K - $69.6K
|
3.06K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-966- 8.01% |
$64K - $69.8K
|
11.1K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.01K- 2.07% |
$66.9K - $73.1K
|
47.7K
$3.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.02K- 11.78% |
$67.3K - $73.5K
|
7.62K
$579K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.02K- 7.42% |
$67.4K - $73.6K
|
12.7K
$966K
|