Purchases and Sales Made in Q3 2023 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-94- 0.92% |
$6.47K - $7.15K
|
10.1K
$768K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-98- 4.4% |
$6.74K - $7.46K
|
2.13K
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-99- 2.58% |
$6.81K - $7.53K
|
3.74K
$285K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-100- 2.71% |
$6.88K - $7.61K
|
3.59K
$273K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-105- 4.63% |
$7.22K - $7.99K
|
2.17K
$165K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-109- 3.41% |
$7.5K - $8.29K
|
3.09K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-111- 11.97% |
$7.64K - $8.45K
|
816
$62K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-112- 2.05% |
$7.71K - $8.52K
|
5.36K
$408K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-119- 0.52% |
$8.19K - $9.06K
|
22.7K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-120- 0.48% |
$8.26K - $9.13K
|
24.7K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-120- 0.51% |
$8.26K - $9.13K
|
23.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-125- 2.74% |
$8.6K - $9.51K
|
4.43K
$337K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-127- 2.76% |
$8.74K - $9.66K
|
4.47K
$340K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-130- 0.39% |
$8.94K - $9.89K
|
33.3K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-130- 0.93% |
$8.94K - $9.89K
|
13.9K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-131- 14.33% |
$9.01K - $9.97K
|
783
$59.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-140- 1.03% |
$9.63K - $10.7K
|
13.5K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-143- 1.37% |
$9.84K - $10.9K
|
10.3K
$782K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-146- 3.79% |
$10K - $11.1K
|
3.71K
$282K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-148- 1.41% |
$10.2K - $11.3K
|
10.4K
$789K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-148- 1.78% |
$10.2K - $11.3K
|
8.14K
$619K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-148- 2.52% |
$10.2K - $11.3K
|
5.72K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-148- 16.82% |
$10.2K - $11.3K
|
732
$55.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-150- 1.08% |
$10.3K - $11.4K
|
13.7K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-151- 1.28% |
$10.4K - $11.5K
|
11.7K
$886K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-153- 0.5% |
$10.5K - $11.6K
|
30.4K
$2.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-156- 0.33% |
$10.7K - $11.9K
|
47.4K
$3.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-158- 2.19% |
$10.9K - $12K
|
7.05K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-161- 4.71% |
$11.1K - $12.3K
|
3.26K
$248K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-163- 84.02% |
$11.2K - $12.4K
|
31
$2.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-172- 85.57% |
$11.8K - $13.1K
|
29
$2.21K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-175- 3.22% |
$12K - $13.3K
|
5.27K
$400K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-180- 5.0% |
$12.4K - $13.7K
|
3.42K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-183- 0.88% |
$12.6K - $13.9K
|
20.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-194- 5.84% |
$13.3K - $14.8K
|
3.13K
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-195- 5.93% |
$13.4K - $14.8K
|
3.09K
$235K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-195- 7.17% |
$13.4K - $14.8K
|
2.53K
$192K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-195- 8.31% |
$13.4K - $14.8K
|
2.15K
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-196- 1.05% |
$13.5K - $14.9K
|
18.5K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-198- 1.84% |
$13.6K - $15.1K
|
10.5K
$802K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-198- 5.22% |
$13.6K - $15.1K
|
3.59K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-199- 0.39% |
$13.7K - $15.1K
|
50.7K
$3.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-201- 0.93% |
$13.8K - $15.3K
|
21.3K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-201- 2.06% |
$13.8K - $15.3K
|
9.58K
$728K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-204- 4.72% |
$14K - $15.5K
|
4.12K
$313K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-206- 2.54% |
$14.2K - $15.7K
|
7.91K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-208- 4.91% |
$14.3K - $15.8K
|
4.03K
$306K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.23% |
$14.8K - $16.4K
|
4.87K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-217- 1.25% |
$14.9K - $16.5K
|
17.1K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-220- 3.19% |
$15.1K - $16.7K
|
6.68K
$508K
|