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 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.48KNew |
$297K - $324K
|
4.48K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.42K+ 7.69% |
$293K - $320K
|
61.9K
$4.71M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.41KNew |
$292K - $319K
|
4.41K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.39KNew |
$291K - $318K
|
4.39K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.39K+ 3.91% |
$290K - $317K
|
116K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.35K+ 15006.9% |
$288K - $315K
|
4.38K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.3KNew |
$284K - $311K
|
4.3K
$327K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.27KNew |
$283K - $309K
|
4.27K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.12K+ 11.5% |
$273K - $298K
|
39.9K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.07KNew |
$270K - $295K
|
4.07K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.07KNew |
$269K - $294K
|
4.07K
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.05K+ 14.36% |
$268K - $293K
|
32.3K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
3.9K+ 15.06% |
$258K - $282K
|
29.8K
$2.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.86KNew |
$256K - $279K
|
3.86K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.79K+ 102.24% |
$251K - $274K
|
7.5K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 15.7% |
$251K - $274K
|
27.9K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.77K+ 21.22% |
$249K - $272K
|
21.5K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.75K+ 6.47% |
$248K - $271K
|
61.7K
$4.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3.75KNew |
$248K - $271K
|
3.75K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 10.23% |
$247K - $270K
|
40.2K
$3.05M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.72KNew |
$246K - $269K
|
3.72K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.72K+ 93.12% |
$246K - $269K
|
7.72K
$587K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$245K - $268K
|
3.7K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.7KNew |
$245K - $267K
|
3.7K
$281K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.69K+ 5.44% |
$244K - $266K
|
71.4K
$5.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.65KNew |
$242K - $264K
|
3.65K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.6KNew |
$238K - $260K
|
3.6K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
3.58KNew |
$237K - $259K
|
3.58K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.57K+ 21.99% |
$236K - $258K
|
19.8K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.51KNew |
$232K - $253K
|
3.51K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.47KNew |
$230K - $251K
|
3.47K
$264K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.38K+ 7.24% |
$224K - $244K
|
50.1K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.36KNew |
$222K - $243K
|
3.36K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.3KNew |
$219K - $239K
|
3.3K
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
3.27K+ 480.62% |
$217K - $237K
|
3.95K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.27K+ 21.8% |
$216K - $236K
|
18.2K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.26KNew |
$216K - $235K
|
3.26K
$248K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.23KNew |
$214K - $233K
|
3.23K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$212K - $231K
|
3.2K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.19K+ 6776.6% |
$211K - $230K
|
3.23K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.16KNew |
$209K - $228K
|
3.16K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
3.15KNew |
$208K - $227K
|
3.15K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.12KNew |
$207K - $226K
|
3.12K
$237K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3.12KNew |
$207K - $226K
|
3.12K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.12KNew |
$207K - $226K
|
3.12K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.1K+ 7.29% |
$205K - $224K
|
45.6K
$3.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.09KNew |
$204K - $223K
|
3.09K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.07KNew |
$204K - $222K
|
3.07K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3KNew |
$199K - $217K
|
3K
$228K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.97KNew |
$197K - $215K
|
2.97K
$226K
|