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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.3K- 35.14% |
$810K - $864K
|
20.9K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-11.5K- 96.33% |
$824K - $879K
|
438
$33.3K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-11.6K- 23.12% |
$829K - $884K
|
38.5K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-11.7K- 74.14% |
$838K - $894K
|
4.08K
$310K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11.7K- 85.87% |
$839K - $894K
|
1.93K
$147K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 8.19% |
$845K - $901K
|
132K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 35.11% |
$855K - $912K
|
22.1K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.2K- 11.67% |
$874K - $932K
|
92.4K
$7.03M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.2K- 32.62% |
$876K - $934K
|
25.3K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-13K- 28.94% |
$927K - $989K
|
31.8K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-13K- 9.0% |
$929K - $991K
|
131K
$9.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-13.8K- 44.01% |
$986K - $1.05M
|
17.5K
$1.33M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-14.1K- 52.99% |
$1.01M - $1.07M
|
12.5K
$948K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15K- 58.59% |
$1.07M - $1.14M
|
10.6K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-15.1K- 43.14% |
$1.08M - $1.15M
|
19.9K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-16.4K- 14.03% |
$1.18M - $1.25M
|
101K
$7.65M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.6K- 15.62% |
$1.26M - $1.35M
|
95.3K
$7.25M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-17.7K- 16.45% |
$1.27M - $1.35M
|
89.8K
$6.83M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.5K- 5.98% |
$1.33M - $1.42M
|
292K
$22.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.9K- 16.67% |
$1.35M - $1.44M
|
94.3K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19K- 14.77% |
$1.36M - $1.45M
|
110K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.1K- 1.35% |
$1.37M - $1.46M
|
1.39M
$106M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-19.4K- 28.51% |
$1.39M - $1.48M
|
48.8K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-19.5K- 27.49% |
$1.4M - $1.49M
|
51.5K
$3.92M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-20.5K- 23.77% |
$1.46M - $1.56M
|
65.6K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-23K- 51.67% |
$1.65M - $1.76M
|
21.5K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.3K- 3.06% |
$1.74M - $1.85M
|
767K
$58.4M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-24.7K- 76.66% |
$1.77M - $1.88M
|
7.52K
$572K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-24.7K- 20.38% |
$1.77M - $1.89M
|
96.6K
$7.34M
|
|
|
May 06, 2024
Q1 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-25.1K- 13.05% |
$1.8M - $1.92M
|
167K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.3K- 34.17% |
$1.81M - $1.93M
|
48.7K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25.6K- 41.95% |
$1.83M - $1.96M
|
35.4K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-25.8K- 6.35% |
$1.85M - $1.97M
|
381K
$28.9M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.3K- 38.51% |
$1.88M - $2.01M
|
41.9K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-26.5K- 65.4% |
$1.89M - $2.02M
|
14K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-27.8K- 23.03% |
$1.99M - $2.12M
|
93K
$7.07M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-28.6K- 46.22% |
$2.05M - $2.18M
|
33.3K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.2K- 41.47% |
$2.09M - $2.23M
|
41.2K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 26.14% |
$2.14M - $2.28M
|
84.5K
$6.43M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.7K- 51.88% |
$2.27M - $2.42M
|
29.4K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-33.3K- 53.36% |
$2.38M - $2.54M
|
29.1K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-36.1K- 64.01% |
$2.58M - $2.75M
|
20.3K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-38.9K- 7.88% |
$2.78M - $2.97M
|
455K
$34.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-38.9K- 68.85% |
$2.79M - $2.97M
|
17.6K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-40.3K- 49.48% |
$2.89M - $3.08M
|
41.2K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.2KClosed |
$2.95M - $3.15M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-43.2K- 9.87% |
$3.1M - $3.3M
|
395K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-44.4K- 53.85% |
$3.18M - $3.39M
|
38.1K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-44.4K- 26.55% |
$3.18M - $3.39M
|
123K
$9.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-44.5K- 25.69% |
$3.19M - $3.4M
|
129K
$9.8M
|