Purchases and Sales Made in Q1 2022 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q1 2022. 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 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.37% |
N/A
|
4.08K
$310K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
15+ 0.56% |
N/A
|
2.71K
$206K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
14New |
N/A
|
14
$1.06K
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12+ 0.21% |
N/A
|
5.72K
$435K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 1.75% |
N/A
|
640
$48.7K
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10+ 0.3% |
N/A
|
3.3K
$251K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7+ 0.01% |
N/A
|
140K
$10.6M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7+ 1.06% |
N/A
|
669
$50.9K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
7New |
N/A
|
7
$532
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6+ 0.6% |
N/A
|
1.01K
$76.5K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.21% |
N/A
|
1.43K
$109K
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
N/A
|
28.5K
$2.16M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
N/A
|
9.69K
$737K
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
N/A
|
267
$20.3K
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.19% |
N/A
|
1.07K
$81.7K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.01% |
N/A
|
15.4K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2+ 0.12% |
N/A
|
1.7K
$129K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2New |
N/A
|
2
$152
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.64% |
N/A
|
158
$12K
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.84% |
N/A
|
120
$9.12K
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.63K
$276K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.43% |
N/A
|
236
$17.9K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.83K
$215K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.38% |
N/A
|
261
$19.8K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-1- 1.3% |
N/A
|
76
$5.78K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.76% |
N/A
|
131
$9.96K
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2- 2.94% |
N/A
|
66
$5.02K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 2.58% |
N/A
|
151
$11.5K
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-4- 0.13% |
N/A
|
3.04K
$231K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5- 2.81% |
N/A
|
173
$13.2K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5- 0.15% |
N/A
|
3.24K
$246K
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-6- 0.02% |
N/A
|
39.7K
$3.02M
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-8- 0.11% |
N/A
|
7.19K
$547K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13- 0.03% |
N/A
|
40.7K
$3.09M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-14- 0.39% |
N/A
|
3.57K
$272K
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-15- 0.04% |
N/A
|
33.6K
$2.55M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17- 0.57% |
N/A
|
2.96K
$225K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 66.67% |
N/A
|
9
$684
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-20- 0.16% |
N/A
|
12.5K
$951K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-24- 48.98% |
N/A
|
25
$1.9K
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-25- 0.69% |
N/A
|
3.57K
$272K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-25- 0.61% |
N/A
|
4.05K
$308K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-28- 1.2% |
N/A
|
2.3K
$175K
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
SELL
|
- |
-30- 0.05% |
N/A
|
55.2K
$4.19M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-32- 0.58% |
N/A
|
5.47K
$416K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-35- 1.79% |
N/A
|
1.92K
$146K
|