Purchases and Sales Made in Q1 2024 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-394- 6.29% |
$28.2K - $30.1K
|
5.87K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-395- 0.11% |
$28.3K - $30.2K
|
372K
$28.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-425- 11.42% |
$30.4K - $32.5K
|
3.3K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-428- 5.54% |
$30.6K - $32.7K
|
7.29K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-429- 11.45% |
$30.7K - $32.8K
|
3.32K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-441- 1.39% |
$31.6K - $33.7K
|
31.3K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-442- 2.73% |
$31.6K - $33.8K
|
15.7K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-457- 0.78% |
$32.7K - $34.9K
|
58.4K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-461- 6.36% |
$33K - $35.2K
|
6.79K
$516K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-465- 5.94% |
$33.3K - $35.5K
|
7.37K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-473- 0.84% |
$33.9K - $36.1K
|
55.6K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-482- 2.56% |
$34.5K - $36.8K
|
18.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-499- 13.56% |
$35.7K - $38.1K
|
3.18K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-500- 4.69% |
$35.8K - $38.2K
|
10.2K
$773K
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-500- 1.33% |
$35.8K - $38.2K
|
37.2K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-505- 31.54% |
$36.2K - $38.6K
|
1.1K
$83.3K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-505- 4.13% |
$36.2K - $38.6K
|
11.7K
$890K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-517- 7.09% |
$37K - $39.5K
|
6.78K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-532- 4.26% |
$38.1K - $40.6K
|
12K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-536- 9.2% |
$38.4K - $40.9K
|
5.29K
$402K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-557- 11.35% |
$39.9K - $42.5K
|
4.35K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-559- 2.21% |
$40K - $42.7K
|
24.7K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-569- 4.97% |
$40.7K - $43.4K
|
10.9K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-575- 6.15% |
$41.2K - $43.9K
|
8.77K
$667K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-580- 9.31% |
$41.5K - $44.3K
|
5.65K
$430K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-600- 43.23% |
$43K - $45.8K
|
788
$59.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-600- 3.73% |
$43K - $45.8K
|
15.5K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-614- 2.2% |
$44K - $46.9K
|
27.3K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-617- 9.52% |
$44.2K - $47.1K
|
5.86K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-633- 14.82% |
$45.3K - $48.3K
|
3.64K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-641- 10.34% |
$45.9K - $48.9K
|
5.56K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-643- 4.87% |
$46K - $49.1K
|
12.5K
$954K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-652- 12.9% |
$46.7K - $49.8K
|
4.4K
$335K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-656- 2.0% |
$47K - $50.1K
|
32.1K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-658- 9.46% |
$47.1K - $50.2K
|
6.3K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-669- 2.58% |
$47.9K - $51.1K
|
25.3K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-677- 4.89% |
$48.5K - $51.7K
|
13.2K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-702- 3.86% |
$50.3K - $53.6K
|
17.5K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-711- 16.41% |
$50.9K - $54.3K
|
3.62K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-713- 2.07% |
$51K - $54.4K
|
33.8K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-720- 6.77% |
$51.5K - $55K
|
9.91K
$753K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-722- 90.36% |
$51.7K - $55.1K
|
77
$5.86K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-766- 6.01% |
$54.8K - $58.5K
|
12K
$910K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-781- 5.8% |
$55.9K - $59.6K
|
12.7K
$965K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-797- 4.99% |
$57.1K - $60.9K
|
15.2K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-805- 6.93% |
$57.6K - $61.5K
|
10.8K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-811- 2.93% |
$58.1K - $61.9K
|
26.9K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-815- 20.0% |
$58.3K - $62.2K
|
3.26K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-821- 3.16% |
$58.8K - $62.7K
|
25.2K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-839- 11.07% |
$60.1K - $64.1K
|
6.74K
$513K
|