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 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.93K- 16.68% |
$127K - $139K
|
9.62K
$731K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 5.72% |
$128K - $139K
|
31.8K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.96K- 36.74% |
$130K - $142K
|
3.38K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.98K- 10.19% |
$131K - $143K
|
17.4K
$1.33M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2K- 67.98% |
$132K - $144K
|
940
$71.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.01K- 10.04% |
$133K - $145K
|
18K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2.02K- 21.78% |
$134K - $146K
|
7.25K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.02K- 32.52% |
$134K - $146K
|
4.19K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.03K- 4.45% |
$134K - $146K
|
43.5K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.06K- 21.32% |
$136K - $149K
|
7.61K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.15K- 11.3% |
$142K - $155K
|
16.9K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.15K- 12.59% |
$142K - $155K
|
14.9K
$1.13M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.21K- 30.06% |
$146K - $159K
|
5.13K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.22K- 42.03% |
$147K - $161K
|
3.07K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.25K- 6.14% |
$149K - $163K
|
34.4K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.31K- 20.74% |
$153K - $167K
|
8.83K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.32K- 35.61% |
$153K - $168K
|
4.19K
$319K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 1.93% |
$160K - $175K
|
123K
$9.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.46K- 32.59% |
$163K - $178K
|
5.08K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-2.56K- 16.01% |
$169K - $185K
|
13.4K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 3.19% |
$172K - $188K
|
78.7K
$5.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.69K- 35.63% |
$178K - $195K
|
4.86K
$370K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.81K- 21.18% |
$186K - $203K
|
10.5K
$795K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.82K- 44.64% |
$186K - $204K
|
3.49K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.84K- 13.52% |
$188K - $205K
|
18.1K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.92K- 82.3% |
$193K - $211K
|
627
$47.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.98K- 21.78% |
$197K - $216K
|
10.7K
$814K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3K- 29.19% |
$199K - $217K
|
7.28K
$553K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.01K- 63.25% |
$200K - $218K
|
1.75K
$133K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.02K- 3.16% |
$200K - $218K
|
92.5K
$7.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.02K- 41.86% |
$200K - $218K
|
4.2K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.12K- 1.64% |
$207K - $226K
|
187K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.16K- 47.87% |
$209K - $228K
|
3.44K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.17K- 39.26% |
$210K - $229K
|
4.91K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.23K- 1.94% |
$214K - $233K
|
163K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.24K- 0.86% |
$214K - $234K
|
373K
$28.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.24K- 35.52% |
$215K - $234K
|
5.88K
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.24K- 39.37% |
$215K - $235K
|
5K
$380K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.29K- 16.44% |
$218K - $238K
|
16.7K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.37K- 51.29% |
$223K - $243K
|
3.2K
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-3.48K- 12.09% |
$230K - $251K
|
25.3K
$1.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.55K- 32.89% |
$235K - $256K
|
7.23K
$550K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.56K- 26.39% |
$236K - $257K
|
9.92K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.59K- 7.57% |
$237K - $259K
|
43.8K
$3.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.7K- 84.53% |
$245K - $268K
|
677
$51.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.7K- 83.03% |
$245K - $268K
|
756
$57.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.71K- 16.85% |
$246K - $268K
|
18.3K
$1.39M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.77K- 7.77% |
$249K - $272K
|
44.7K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-3.85K- 7.36% |
$255K - $278K
|
48.5K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.91K- 31.0% |
$259K - $283K
|
8.71K
$663K
|