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 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
85+ 0.55% |
N/A
|
15.5K
$1.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
74+ 6.17% |
N/A
|
1.27K
$96.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
71New |
N/A
|
71
$5.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.53% |
N/A
|
4.73K
$359K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
62+ 0.53% |
N/A
|
11.8K
$900K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
55+ 0.5% |
N/A
|
11.1K
$843K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
51+ 0.66% |
N/A
|
7.78K
$591K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
50+ 0.44% |
N/A
|
11.5K
$872K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50New |
N/A
|
50
$3.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 5.95% |
N/A
|
890
$67.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.38% |
N/A
|
13.3K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
48+ 0.07% |
N/A
|
70.3K
$5.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
43+ 0.18% |
N/A
|
23.3K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
35+ 0.19% |
N/A
|
18.1K
$1.38M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
34+ 0.12% |
N/A
|
28.5K
$2.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
34+ 136.0% |
N/A
|
59
$4.49K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 1.35% |
N/A
|
2.33K
$177K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
31+ 0.48% |
N/A
|
6.45K
$490K
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
30+ 0.25% |
N/A
|
12.3K
$932K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 0.57% |
N/A
|
4.38K
$333K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
20+ 0.5% |
N/A
|
4.05K
$308K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.64% |
N/A
|
2.99K
$227K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
16+ 0.64% |
N/A
|
2.51K
$191K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.18% |
N/A
|
8.77K
$667K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.5% |
N/A
|
3.03K
$231K
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
15+ 0.07% |
N/A
|
20.4K
$1.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14+ 0.39% |
N/A
|
3.57K
$271K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
14New |
N/A
|
14
$1.06K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.17% |
N/A
|
6.9K
$524K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11+ 0.32% |
N/A
|
3.48K
$265K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.16% |
N/A
|
5.62K
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.18% |
N/A
|
4.42K
$336K
|
|
|
Oct 13, 2021
Q3 2021
|
Sl Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
N/A
|
5.83K
$443K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.38% |
N/A
|
1.07K
$81.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
N/A
|
28.5K
$2.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.71% |
N/A
|
566
$43K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.75% |
N/A
|
403
$30.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
N/A
|
9.82K
$747K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.77% |
N/A
|
263
$20K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.76% |
N/A
|
133
$10.1K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.65% |
N/A
|
156
$11.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.32% |
N/A
|
315
$24K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.01% |
N/A
|
10.5K
$801K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.82K
$214K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 0.6% |
N/A
|
167
$12.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-1- 0.99% |
N/A
|
100
$7.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1- 0.1% |
N/A
|
982
$74.7K
|