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 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.42K- 15.83% |
$316K - $337K
|
23.5K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.52K- 27.39% |
$324K - $345K
|
12K
$911K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.68K- 4.2% |
$335K - $357K
|
107K
$8.11M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.7K- 3.45% |
$337K - $359K
|
132K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.74K- 13.99% |
$339K - $362K
|
29.1K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.88K- 32.68% |
$349K - $372K
|
10K
$764K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.13KClosed |
$367K - $392K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 15.5% |
$370K - $395K
|
28.2K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.22K- 48.71% |
$373K - $398K
|
5.49K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.24K- 15.24% |
$375K - $400K
|
29.2K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.34K- 5.16% |
$382K - $407K
|
98K
$7.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-5.46K- 51.47% |
$391K - $417K
|
5.15K
$392K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5.55K- 17.31% |
$397K - $424K
|
26.5K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.64K- 36.62% |
$404K - $431K
|
9.76K
$742K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-5.68K- 15.66% |
$407K - $434K
|
30.6K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.71K- 9.35% |
$409K - $436K
|
55.4K
$4.21M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-5.74K- 0.86% |
$411K - $438K
|
663K
$50.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5.91K- 12.87% |
$423K - $451K
|
40K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-5.92K- 18.92% |
$424K - $452K
|
25.4K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-5.97K- 74.54% |
$427K - $455K
|
2.04K
$155K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.1K- 27.87% |
$437K - $466K
|
15.8K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.22K- 4.03% |
$445K - $475K
|
148K
$11.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.39K- 15.27% |
$458K - $488K
|
35.5K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.52K- 18.62% |
$466K - $497K
|
28.5K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-6.54K- 58.86% |
$468K - $500K
|
4.57K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.69K- 9.5% |
$479K - $511K
|
63.8K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.79K- 99.84% |
$486K - $518K
|
11
$836
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.97K- 30.71% |
$499K - $532K
|
15.7K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.12K- 15.53% |
$510K - $544K
|
38.7K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-7.2K- 47.99% |
$516K - $550K
|
7.81K
$593K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.25K- 5.24% |
$519K - $554K
|
131K
$9.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.29K- 64.69% |
$522K - $557K
|
3.98K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.56K- 12.5% |
$541K - $577K
|
52.9K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-8.11K- 28.8% |
$580K - $619K
|
20K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.54K- 48.92% |
$611K - $652K
|
8.91K
$678K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.63K- 12.09% |
$618K - $659K
|
62.8K
$4.77M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.82K- 46.72% |
$632K - $674K
|
10.1K
$765K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8.93K- 12.34% |
$639K - $682K
|
63.4K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.98K- 4.23% |
$643K - $686K
|
204K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.06K- 22.06% |
$649K - $692K
|
32K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.14K- 5.18% |
$654K - $698K
|
167K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.65K- 6.54% |
$691K - $737K
|
138K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.78K- 45.64% |
$700K - $747K
|
11.6K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-9.89K- 22.12% |
$708K - $755K
|
34.8K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10K- 5.84% |
$716K - $763K
|
161K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10K- 37.09% |
$716K - $764K
|
17K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.2K- 29.18% |
$728K - $777K
|
24.7K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.9K- 24.05% |
$782K - $834K
|
34.5K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.1K- 6.52% |
$793K - $846K
|
159K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.1K- 39.06% |
$797K - $850K
|
17.4K
$1.32M
|