Purchases and Sales Made in Q3 2021 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$148K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.85K+ 27.98% |
N/A
|
8.44K
$642K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$139K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.8K+ 42.15% |
N/A
|
6.06K
$461K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.61K+ 4.61% |
N/A
|
36.6K
$2.78M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.59K+ 6.41% |
N/A
|
26.4K
$2M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$120K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.58K+ 4.14% |
N/A
|
39.8K
$3.02M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 41.85% |
N/A
|
5.34K
$406K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.57K+ 5.08% |
N/A
|
32.5K
$2.47M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.54K+ 15.97% |
N/A
|
11.2K
$852K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.52K+ 31.87% |
N/A
|
6.31K
$480K
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
1.5K+ 34.78% |
N/A
|
5.81K
$442K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.48K+ 9.74% |
N/A
|
16.7K
$1.27M
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1.48K+ 9.64% |
N/A
|
16.8K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.46K+ 8.62% |
N/A
|
18.4K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.4K+ 30.03% |
N/A
|
6.06K
$461K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.4K+ 106.97% |
N/A
|
2.7K
$206K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.4K+ 9.03% |
N/A
|
16.9K
$1.28M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.36K+ 1.91% |
N/A
|
72.2K
$5.49M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 8.11% |
N/A
|
17.8K
$1.36M
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.34K+ 8.14% |
N/A
|
17.8K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.33K+ 8.36% |
N/A
|
17.2K
$1.31M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
1.32K+ 3.82% |
N/A
|
35.7K
$2.72M
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.29K+ 66.67% |
N/A
|
3.24K
$246K
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.29K+ 8.75% |
N/A
|
16.1K
$1.22M
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
1.28K+ 44.56% |
N/A
|
4.16K
$316K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.27K+ 10.16% |
N/A
|
13.8K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.27K+ 19.83% |
N/A
|
7.7K
$585K
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.27K+ 20.93% |
N/A
|
7.35K
$559K
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
1.27K+ 2.53% |
N/A
|
51.5K
$3.92M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
1.25K+ 1.67% |
N/A
|
76.1K
$5.78M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 20.48% |
N/A
|
7.25K
$551K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.15K+ 5.23% |
N/A
|
23.1K
$1.76M
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.15K+ 8.75% |
N/A
|
14.2K
$1.08M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.14K+ 34.48% |
N/A
|
4.44K
$338K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 9.08% |
N/A
|
13.5K
$1.03M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.11K+ 3.85% |
N/A
|
30K
$2.28M
|
|
Oct 21, 2021
Q3 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.11K+ 16.8% |
N/A
|
7.73K
$587K
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.06K+ 31.27% |
N/A
|
4.46K
$339K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.06K+ 11.09% |
N/A
|
10.6K
$807K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.05K+ 1.11% |
N/A
|
95.6K
$7.27M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.02K+ 6.31% |
N/A
|
17.3K
$1.31M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 4.92% |
N/A
|
21.8K
$1.66M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$76.6K
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
1K+ 3.72% |
N/A
|
27.9K
$2.12M
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
975+ 3.54% |
N/A
|
28.5K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
931+ 2.18% |
N/A
|
43.6K
$3.31M
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
925+ 2.38% |
N/A
|
39.7K
$3.02M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
916+ 9.02% |
N/A
|
11.1K
$841K
|