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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
6.03KNew |
N/A
|
6.03K
$459K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.99K+ 36.37% |
N/A
|
22.5K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.99K+ 12.47% |
N/A
|
54K
$4.11M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.91K+ 93.66% |
N/A
|
12.2K
$929K
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
5.88K+ 20.55% |
N/A
|
34.5K
$2.62M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$441K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.76K+ 89.8% |
N/A
|
12.2K
$925K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.67K+ 4.99% |
N/A
|
119K
$9.07M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.61KNew |
N/A
|
5.61K
$426K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
5.5K+ 62.02% |
N/A
|
14.4K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5.35K+ 9.76% |
N/A
|
60.2K
$4.58M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.22KNew |
N/A
|
5.22K
$397K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.19K+ 4.07% |
N/A
|
133K
$10.1M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.94K+ 10.16% |
N/A
|
53.6K
$4.08M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 53.65% |
N/A
|
14.2K
$1.08M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.87K+ 11.51% |
N/A
|
47.2K
$3.59M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.78K+ 11.66% |
N/A
|
45.8K
$3.48M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$363K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.77K+ 25.88% |
N/A
|
23.2K
$1.76M
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.74K+ 5.47% |
N/A
|
91.3K
$6.94M
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$357K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.64KNew |
N/A
|
4.64K
$353K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.51KNew |
N/A
|
4.51K
$343K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.47KNew |
N/A
|
4.47K
$340K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
4.37KNew |
N/A
|
4.37K
$333K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 107.8% |
N/A
|
8.42K
$640K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.36KNew |
N/A
|
4.36K
$332K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.32K+ 25.36% |
N/A
|
21.4K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.24K+ 41.56% |
N/A
|
14.4K
$1.1M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.22KNew |
N/A
|
4.22K
$321K
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.21K+ 27.56% |
N/A
|
19.5K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$319K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
4.03KNew |
N/A
|
4.03K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.9K+ 4.41% |
N/A
|
92.3K
$7.02M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.89KNew |
N/A
|
3.89K
$295K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
3.89K+ 2.22% |
N/A
|
179K
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.69KNew |
N/A
|
3.69K
$280K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.68KNew |
N/A
|
3.68K
$280K
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.63K+ 28.47% |
N/A
|
16.4K
$1.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.59K+ 35.88% |
N/A
|
13.6K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.58K+ 9.42% |
N/A
|
41.6K
$3.16M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.56KNew |
N/A
|
3.56K
$271K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.48K+ 13.43% |
N/A
|
29.4K
$2.24M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.45K+ 15.96% |
N/A
|
25.1K
$1.91M
|
|
|
Apr 14, 2022
Q1 2022
|
Xr Securities LLC
|
BUY
|
- |
3.32KNew |
N/A
|
3.32K
$253K
|
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.32KNew |
N/A
|
3.32K
$253K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.3K+ 19.18% |
N/A
|
20.5K
$1.56M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
N/A
|
3.3K
$251K
|