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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.51K- 0.67% |
$630K - $688K
|
1.42M
$108M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-9.87K- 2.95% |
$653K - $713K
|
325K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.9K- 5.31% |
$656K - $716K
|
177K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.91K- 11.82% |
$656K - $717K
|
74K
$5.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 7.31% |
$672K - $734K
|
129K
$9.79M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.5K- 24.09% |
$698K - $762K
|
33.2K
$2.53M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-10.7K- 24.64% |
$706K - $771K
|
32.6K
$2.48M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-10.8K- 38.44% |
$718K - $784K
|
17.4K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.2K- 50.73% |
$744K - $812K
|
10.9K
$829K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-11.2K- 3.71% |
$744K - $812K
|
292K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.5K- 74.61% |
$763K - $833K
|
3.92K
$298K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 69.5% |
$765K - $835K
|
5.07K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12K- 26.21% |
$797K - $870K
|
33.9K
$2.58M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12.2K- 71.18% |
$807K - $881K
|
4.93K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.6K- 57.47% |
$833K - $910K
|
9.31K
$708K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-13K- 9.72% |
$863K - $942K
|
121K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.4K- 9.43% |
$885K - $966K
|
128K
$9.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.4K- 27.95% |
$886K - $968K
|
34.5K
$2.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-13.6K- 60.92% |
$902K - $985K
|
8.74K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.3K- 5.3% |
$1.01M - $1.1M
|
273K
$20.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-15.7K- 87.89% |
$1.04M - $1.13M
|
2.16K
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-16K- 59.81% |
$1.06M - $1.16M
|
10.7K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.2K- 43.57% |
$1.07M - $1.17M
|
21K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-16.2K- 62.65% |
$1.08M - $1.17M
|
9.68K
$736K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-16.5K- 12.63% |
$1.1M - $1.2M
|
114K
$8.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-16.8K- 2.45% |
$1.11M - $1.22M
|
669K
$50.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-17.1K- 4.27% |
$1.13M - $1.24M
|
383K
$29.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.6K- 58.69% |
$1.16M - $1.27M
|
12.4K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-17.6K- 26.15% |
$1.17M - $1.27M
|
49.8K
$3.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-17.8K- 13.18% |
$1.18M - $1.28M
|
117K
$8.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.8K- 74.9% |
$1.18M - $1.29M
|
5.97K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-17.9K- 17.26% |
$1.19M - $1.3M
|
86K
$6.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-18.2K- 10.13% |
$1.2M - $1.31M
|
161K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.6K- 4.54% |
$1.23M - $1.34M
|
390K
$29.6M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-18.8K- 28.11% |
$1.24M - $1.36M
|
48K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-19.9K- 29.09% |
$1.32M - $1.44M
|
48.5K
$3.68M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-20K- 64.75% |
$1.33M - $1.45M
|
10.9K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20.3K- 12.96% |
$1.34M - $1.47M
|
136K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.5K- 37.06% |
$1.36M - $1.48M
|
34.9K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-21.4K- 10.89% |
$1.41M - $1.54M
|
175K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-24K- 99.7% |
$1.59M - $1.73M
|
72
$5.47K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.7K- 2.8% |
$1.63M - $1.78M
|
855K
$65M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-25.5K- 53.25% |
$1.69M - $1.84M
|
22.4K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.8K- 4.73% |
$1.77M - $1.93M
|
539K
$41M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-27K- 63.28% |
$1.79M - $1.95M
|
15.7K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-27.3K- 26.87% |
$1.81M - $1.97M
|
74.4K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-27.8K- 31.11% |
$1.84M - $2.01M
|
61.5K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.9K- 65.86% |
$1.85M - $2.02M
|
14.5K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.8K- 44.31% |
$1.98M - $2.16M
|
37.5K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-30.2K- 83.02% |
$2M - $2.18M
|
6.17K
$469K
|