Purchases and Sales Made in Q2 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
274New |
$19.9K - $21.2K
|
274
$20.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
267+ 5.49% |
$19.4K - $20.7K
|
5.13K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
254+ 48.85% |
$18.4K - $19.7K
|
774
$58.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
248+ 3.74% |
$18K - $19.2K
|
6.89K
$524K
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
245+ 1.12% |
$17.8K - $19K
|
22.1K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 3.77% |
$17.4K - $18.6K
|
6.6K
$502K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
239+ 0.51% |
$17.3K - $18.5K
|
46.8K
$3.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
230+ 6.62% |
$16.7K - $17.8K
|
3.71K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
228+ 2.83% |
$16.6K - $17.7K
|
8.28K
$630K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
222+ 1.25% |
$16.1K - $17.2K
|
18K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
221+ 5.1% |
$16K - $17.1K
|
4.55K
$346K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
217+ 75.35% |
$15.8K - $16.8K
|
505
$38.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
215+ 1.5% |
$15.6K - $16.7K
|
14.6K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
213+ 2.01% |
$15.5K - $16.5K
|
10.8K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
211+ 12.7% |
$15.3K - $16.4K
|
1.87K
$142K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
208+ 1.44% |
$15.1K - $16.1K
|
14.7K
$1.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
204+ 4.02% |
$14.8K - $15.8K
|
5.28K
$402K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
201New |
$14.6K - $15.6K
|
201
$15.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
200+ 1.01% |
$14.5K - $15.5K
|
20K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
199+ 1.86% |
$14.4K - $15.4K
|
10.9K
$827K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
196+ 1.98% |
$14.2K - $15.2K
|
10.1K
$766K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
195+ 6.3% |
$14.2K - $15.1K
|
3.29K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
189+ 0.42% |
$13.7K - $14.6K
|
45.7K
$3.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
186+ 2.69% |
$13.5K - $14.4K
|
7.11K
$540K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
180+ 3.21% |
$13.1K - $14K
|
5.79K
$440K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
180+ 1.6% |
$13.1K - $14K
|
11.4K
$869K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
176New |
$12.8K - $13.6K
|
176
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
169+ 2.83% |
$12.3K - $13.1K
|
6.14K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
168+ 3.63% |
$12.2K - $13K
|
4.79K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
163+ 525.81% |
$11.8K - $12.6K
|
194
$14.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
160+ 0.96% |
$11.6K - $12.4K
|
16.9K
$1.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
160+ 0.53% |
$11.6K - $12.4K
|
30.5K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
159+ 0.17% |
$11.5K - $12.3K
|
92.6K
$7.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
158+ 1.83% |
$11.5K - $12.2K
|
8.81K
$670K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
157+ 5.51% |
$11.4K - $12.2K
|
3.01K
$229K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
157+ 4.04% |
$11.4K - $12.2K
|
4.04K
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
156+ 3.49% |
$11.3K - $12.1K
|
4.62K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
155+ 2.29% |
$11.3K - $12K
|
6.94K
$527K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
150+ 3.1% |
$10.9K - $11.6K
|
4.99K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150New |
$10.9K - $11.6K
|
150
$11.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
150New |
$10.9K - $11.6K
|
150
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
143+ 2.7% |
$10.4K - $11.1K
|
5.44K
$414K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
139+ 98.58% |
$10.1K - $10.8K
|
280
$21.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
138+ 3.19% |
$10K - $10.7K
|
4.46K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
138+ 57.02% |
$10K - $10.7K
|
380
$28.9K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
138+ 69.0% |
$10K - $10.7K
|
338
$25.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
129+ 0.6% |
$9.36K - $10K
|
21.6K
$1.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
125+ 9.54% |
$9.07K - $9.69K
|
1.44K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
124+ 1.03% |
$9K - $9.61K
|
12.2K
$925K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
123New |
$8.93K - $9.53K
|
123
$9.35K
|