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 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
613+ 14.61% |
$43.9K - $46.8K
|
4.81K
$366K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
600New |
$43K - $45.8K
|
600
$45.6K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
598+ 8.15% |
$42.8K - $45.7K
|
7.94K
$604K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
596+ 2.93% |
$42.7K - $45.5K
|
20.9K
$1.59M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
593New |
$42.5K - $45.3K
|
593
$45.1K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
588+ 1.89% |
$42.1K - $44.9K
|
31.6K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
571+ 3.43% |
$40.9K - $43.6K
|
17.2K
$1.31M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
569+ 1.83% |
$40.7K - $43.4K
|
31.6K
$2.4M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
548New |
$39.2K - $41.8K
|
548
$41.7K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
531+ 6.62% |
$38K - $40.5K
|
8.56K
$651K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
522+ 7.21% |
$37.4K - $39.9K
|
7.76K
$590K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
519+ 5.81% |
$37.2K - $39.6K
|
9.45K
$718K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
513+ 2.91% |
$36.7K - $39.2K
|
18.1K
$1.38M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
508+ 3.69% |
$36.4K - $38.8K
|
14.3K
$1.08M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
505+ 6.27% |
$36.2K - $38.6K
|
8.56K
$651K
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
502+ 12.49% |
$35.9K - $38.3K
|
4.52K
$344K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
500+ 2.99% |
$35.8K - $38.2K
|
17.2K
$1.31M
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
497+ 0.81% |
$35.6K - $38K
|
62.1K
$4.73M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
481+ 4.32% |
$34.4K - $36.7K
|
11.6K
$884K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
480+ 41.92% |
$34.4K - $36.7K
|
1.63K
$124K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
477+ 2.0% |
$34.1K - $36.4K
|
24.3K
$1.85M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
458+ 0.83% |
$32.8K - $35K
|
55.5K
$4.22M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
455+ 5.21% |
$32.6K - $34.7K
|
9.19K
$699K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
454+ 2.59% |
$32.5K - $34.7K
|
18K
$1.37M
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
433+ 7.24% |
$31K - $33.1K
|
6.41K
$487K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
427+ 186.46% |
$30.6K - $32.6K
|
656
$49.9K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
419New |
$30K - $32K
|
419
$31.9K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
419+ 0.72% |
$30K - $32K
|
58.3K
$4.43M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
410+ 1.58% |
$29.4K - $31.3K
|
26.3K
$2M
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
398+ 1.99% |
$28.5K - $30.4K
|
20.4K
$1.55M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
394+ 8.41% |
$28.2K - $30.1K
|
5.08K
$386K
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
379+ 2.26% |
$27.1K - $28.9K
|
17.2K
$1.31M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
378+ 0.61% |
$27.1K - $28.9K
|
62.6K
$4.76M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
373+ 2.3% |
$26.7K - $28.5K
|
16.6K
$1.26M
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
368+ 8.24% |
$26.3K - $28.1K
|
4.83K
$367K
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
345+ 1.11% |
$24.7K - $26.3K
|
31.5K
$2.39M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
339+ 54.94% |
$24.3K - $25.9K
|
956
$72.7K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
331+ 170.62% |
$23.7K - $25.3K
|
525
$39.9K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
311+ 2.31% |
$22.3K - $23.7K
|
13.8K
$1.05M
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
307+ 8.94% |
$22K - $23.4K
|
3.74K
$284K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
307+ 1.96% |
$22K - $23.4K
|
16K
$1.22M
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
305+ 0.94% |
$21.8K - $23.3K
|
32.6K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
298+ 9.78% |
$21.3K - $22.8K
|
3.35K
$254K
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
297+ 4.9% |
$21.3K - $22.7K
|
6.36K
$484K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
289+ 10.89% |
$20.7K - $22.1K
|
2.94K
$224K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 3.32% |
$20.3K - $21.7K
|
8.83K
$672K
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
281+ 1.91% |
$20.1K - $21.5K
|
15K
$1.14M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
275New |
$19.7K - $21K
|
275
$20.9K
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
269+ 3.56% |
$19.3K - $20.5K
|
7.83K
$595K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
268+ 101.13% |
$19.2K - $20.5K
|
533
$40.5K
|