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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
258+ 4.44% |
$17.1K - $18.7K
|
6.07K
$461K
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
257+ 5.68% |
$17K - $18.6K
|
4.78K
$364K
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
256+ 4.86% |
$17K - $18.5K
|
5.52K
$420K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
255+ 5.23% |
$16.9K - $18.4K
|
5.13K
$390K
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
250+ 4.49% |
$16.6K - $18.1K
|
5.82K
$442K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
246+ 5.72% |
$16.3K - $17.8K
|
4.55K
$346K
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
240+ 3.66% |
$15.9K - $17.4K
|
6.8K
$517K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
233New |
$15.4K - $16.8K
|
233
$17.7K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
231New |
$15.3K - $16.7K
|
231
$17.6K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
225+ 18.75% |
$14.9K - $16.3K
|
1.43K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
221New |
$14.6K - $16K
|
221
$16.8K
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
209+ 1.46% |
$13.8K - $15.1K
|
14.5K
$1.1M
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
208+ 2.06% |
$13.8K - $15K
|
10.3K
$784K
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
208+ 5.46% |
$13.8K - $15K
|
4.02K
$306K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
208+ 4.86% |
$13.8K - $15K
|
4.49K
$341K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
204+ 2.19% |
$13.5K - $14.7K
|
9.52K
$724K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
201+ 96.63% |
$13.3K - $14.5K
|
409
$31.1K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 15.77% |
$13.2K - $14.5K
|
1.47K
$112K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 13.94% |
$13.2K - $14.5K
|
1.64K
$124K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
198+ 1.17% |
$13.1K - $14.3K
|
17.1K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
188New |
$12.4K - $13.6K
|
188
$14.3K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 46.6% |
$12.3K - $13.4K
|
582
$44.3K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
179New |
$11.9K - $12.9K
|
179
$13.6K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
178+ 4.43% |
$11.8K - $12.9K
|
4.2K
$319K
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
177+ 1.29% |
$11.7K - $12.8K
|
13.9K
$1.06M
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
171+ 1.07% |
$11.3K - $12.4K
|
16.2K
$1.23M
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
167+ 0.98% |
$11.1K - $12.1K
|
17.3K
$1.31M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
158New |
$10.5K - $11.4K
|
158
$12K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
154+ 0.78% |
$10.2K - $11.1K
|
20K
$1.52M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
150+ 3.14% |
$9.93K - $10.8K
|
4.93K
$375K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
150+ 2.37% |
$9.93K - $10.8K
|
6.49K
$493K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
144+ 2.62% |
$9.54K - $10.4K
|
5.64K
$429K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
139+ 3.19% |
$9.2K - $10K
|
4.49K
$341K
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
138+ 0.63% |
$9.14K - $9.98K
|
21.9K
$1.67M
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
128+ 42.67% |
$8.48K - $9.25K
|
428
$32.5K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
120+ 120.0% |
$7.95K - $8.68K
|
220
$16.7K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
117New |
$7.75K - $8.46K
|
117
$8.9K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
114+ 0.94% |
$7.55K - $8.24K
|
12.2K
$929K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107+ 20.94% |
$7.09K - $7.74K
|
618
$47K
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
105New |
$6.95K - $7.59K
|
105
$7.98K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$6.62K - $7.23K
|
100
$7.6K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
99+ 0.76% |
$6.56K - $7.16K
|
13.2K
$1M
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
95+ 0.29% |
$6.29K - $6.87K
|
32.4K
$2.47M
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
93+ 2.86% |
$6.16K - $6.72K
|
3.35K
$255K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
92+ 766.67% |
$6.09K - $6.65K
|
104
$7.91K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
90+ 2.51% |
$5.96K - $6.51K
|
3.68K
$280K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
84New |
$5.56K - $6.07K
|
84
$6.39K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
80New |
$5.3K - $5.78K
|
80
$6.08K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
78New |
$5.17K - $5.64K
|
78
$5.93K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
75+ 1.81% |
$4.97K - $5.42K
|
4.22K
$321K
|