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 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
565+ 17.78% |
$37.4K - $40.8K
|
3.74K
$285K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
561+ 7.77% |
$37.1K - $40.6K
|
7.78K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
560New |
$37.1K - $40.5K
|
560
$42.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
550+ 13.61% |
$36.4K - $39.8K
|
4.59K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
533+ 4.5% |
$35.3K - $38.5K
|
12.4K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
524+ 15.74% |
$34.7K - $37.9K
|
3.85K
$293K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
521+ 9.7% |
$34.5K - $37.7K
|
5.89K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
520+ 14.14% |
$34.4K - $37.6K
|
4.2K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
512+ 5.93% |
$33.9K - $37K
|
9.15K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
501+ 0.15% |
$33.2K - $36.2K
|
342K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
490+ 7.32% |
$32.4K - $35.4K
|
7.18K
$546K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
489+ 0.84% |
$32.4K - $35.4K
|
58.7K
$4.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
468+ 0.37% |
$31K - $33.8K
|
127K
$9.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
456+ 2.67% |
$30.2K - $33K
|
17.5K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
440+ 1.5% |
$29.1K - $31.8K
|
29.9K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
438+ 173.81% |
$29K - $31.7K
|
690
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
438+ 608.33% |
$29K - $31.7K
|
510
$38.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
427New |
$28.3K - $30.9K
|
427
$32.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
416+ 9.75% |
$27.5K - $30.1K
|
4.68K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
411+ 0.75% |
$27.2K - $29.7K
|
55.6K
$4.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
401+ 2.93% |
$26.6K - $29K
|
14.1K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
400+ 1.22% |
$26.5K - $28.9K
|
33.1K
$2.52M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
399+ 39900.0% |
$26.4K - $28.8K
|
400
$30.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
395+ 6.76% |
$26.2K - $28.6K
|
6.24K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
395+ 6.31% |
$26.2K - $28.6K
|
6.65K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
385+ 10.34% |
$25.5K - $27.8K
|
4.11K
$313K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
385+ 1.36% |
$25.5K - $27.8K
|
28.6K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
385+ 1.86% |
$25.5K - $27.8K
|
21K
$1.6M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
381New |
$25.2K - $27.5K
|
381
$29K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
376+ 2.66% |
$24.9K - $27.2K
|
14.5K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
375+ 5.2% |
$24.8K - $27.1K
|
7.58K
$576K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
366New |
$24.2K - $26.5K
|
366
$27.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
356+ 84.56% |
$23.6K - $25.7K
|
777
$59.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
354+ 272.31% |
$23.4K - $25.6K
|
484
$36.8K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
353+ 101.73% |
$23.4K - $25.5K
|
700
$53.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
347+ 179.79% |
$23K - $25.1K
|
540
$41.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
340+ 2.16% |
$22.5K - $24.6K
|
16.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
334New |
$22.1K - $24.1K
|
334
$25.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
304+ 5.8% |
$20.1K - $22K
|
5.55K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
302+ 2.98% |
$20K - $21.8K
|
10.4K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
293+ 5.89% |
$19.4K - $21.2K
|
5.26K
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
288+ 0.53% |
$19.1K - $20.8K
|
55K
$4.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
286+ 2.19% |
$18.9K - $20.7K
|
13.3K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
279+ 4.01% |
$18.5K - $20.2K
|
7.24K
$551K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
278+ 0.41% |
$18.4K - $20.1K
|
68K
$5.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
275+ 0.25% |
$18.2K - $19.9K
|
111K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
272New |
$18K - $19.7K
|
272
$20.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
272New |
$18K - $19.7K
|
272
$20.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
260New |
$17.2K - $18.8K
|
260
$19.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
260+ 7.2% |
$17.2K - $18.8K
|
3.87K
$294K
|