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 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.02K- 4.31% |
$67.6K - $73.8K
|
22.7K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.04K- 26.87% |
$68.7K - $75K
|
2.82K
$215K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.07K- 18.08% |
$70.5K - $77K
|
4.83K
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 38.77% |
$70.9K - $77.4K
|
1.69K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.08K- 17.15% |
$71.5K - $78K
|
5.21K
$396K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.09K- 4.78% |
$71.8K - $78.4K
|
21.6K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.1K- 3.12% |
$72.5K - $79.2K
|
34K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.1K- 4.92% |
$72.8K - $79.5K
|
21.2K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.1K- 1.87% |
$72.8K - $79.5K
|
57.6K
$4.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.1K- 54.1% |
$73K - $79.7K
|
935
$71.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.13K- 2.63% |
$74.8K - $81.6K
|
41.9K
$3.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.13K- 3.67% |
$74.8K - $81.7K
|
29.7K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.15K- 9.13% |
$75.8K - $82.8K
|
11.4K
$866K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.15K- 31.04% |
$76.3K - $83.3K
|
2.56K
$195K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.18K- 12.03% |
$78.1K - $85.3K
|
8.63K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 38.17% |
$78.3K - $85.5K
|
1.92K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.21K- 0.63% |
$80.1K - $87.5K
|
191K
$14.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.23K- 3.24% |
$81.5K - $88.9K
|
36.7K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.25K- 3.08% |
$83K - $90.6K
|
39.4K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.29K- 20.34% |
$85.6K - $93.5K
|
5.06K
$385K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-1.3K- 1.2% |
$86.2K - $94.1K
|
107K
$8.13M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.31K- 7.02% |
$86.5K - $94.5K
|
17.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 9.47% |
$86.9K - $94.9K
|
12.6K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.32K- 2.86% |
$87.3K - $95.4K
|
44.8K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 6.61% |
$88.5K - $96.6K
|
18.9K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.34K- 62.45% |
$89K - $97.2K
|
808
$61.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 35.81% |
$89.1K - $97.2K
|
2.41K
$183K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.39K- 16.01% |
$92.2K - $101K
|
7.3K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.42K- 3.33% |
$93.8K - $102K
|
41.1K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.43K- 52.7% |
$94.4K - $103K
|
1.28K
$97.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.44K- 4.28% |
$95K - $104K
|
32.1K
$2.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.44K- 19.52% |
$95.2K - $104K
|
5.93K
$451K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.48K- 7.91% |
$97.7K - $107K
|
17.2K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.5K- 8.12% |
$99.4K - $109K
|
17K
$1.29M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.5K- 23.72% |
$99.5K - $109K
|
4.83K
$367K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.51K- 0.15% |
$100K - $109K
|
1.01M
$77.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.52K- 1.23% |
$100K - $110K
|
121K
$9.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.56K- 6.31% |
$103K - $112K
|
23.1K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.58K- 4.17% |
$105K - $114K
|
36.3K
$2.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.6K- 6.58% |
$106K - $115K
|
22.7K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.65K- 33.2% |
$109K - $119K
|
3.31K
$252K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.66K- 57.95% |
$110K - $120K
|
1.2K
$91.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 4.76% |
$110K - $121K
|
33.3K
$2.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 21.79% |
$111K - $121K
|
6.01K
$457K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 11.68% |
$111K - $121K
|
12.7K
$964K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.69K- 27.11% |
$112K - $122K
|
4.55K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.77K- 8.55% |
$117K - $128K
|
18.9K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.77K- 32.53% |
$117K - $128K
|
3.68K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.8K- 84.52% |
$119K - $130K
|
329
$25K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.91K- 7.54% |
$126K - $138K
|
23.4K
$1.78M
|