Purchases and Sales Made in Q4 2021 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
148+ 0.15% |
N/A
|
98.9K
$7.52M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
146New |
N/A
|
146
$11.1K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
145New |
N/A
|
145
$11K
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
136+ 3.39% |
N/A
|
4.15K
$315K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
135+ 7.33% |
N/A
|
1.98K
$150K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
125New |
N/A
|
125
$9.51K
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
117+ 0.56% |
N/A
|
21K
$1.59M
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
116+ 1.47% |
N/A
|
8.02K
$610K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
104+ 0.21% |
N/A
|
49.6K
$3.77M
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
104+ 3.53% |
N/A
|
3.05K
$232K
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 169.49% |
N/A
|
159
$12.1K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
100+ 2.5% |
N/A
|
4.1K
$312K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
100+ 27.17% |
N/A
|
468
$35.6K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
100+ 0.73% |
N/A
|
13.8K
$1.05M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
N/A
|
100
$7.6K
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100+ 52.36% |
N/A
|
291
$22.1K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
95+ 1.69% |
N/A
|
5.71K
$434K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.67% |
N/A
|
12.8K
$975K
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
86+ 0.6% |
N/A
|
14.3K
$1.09M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 166.0% |
N/A
|
133
$10.1K
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77+ 14.21% |
N/A
|
619
$47.1K
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
75+ 0.88% |
N/A
|
8.65K
$657K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
70+ 0.1% |
N/A
|
72.3K
$5.5M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
68+ 1.44% |
N/A
|
4.79K
$364K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
N/A
|
65
$4.94K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.31% |
N/A
|
20.4K
$1.55M
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
61+ 1.43% |
N/A
|
4.33K
$329K
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 1.85% |
N/A
|
3.04K
$231K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
55+ 0.48% |
N/A
|
11.5K
$876K
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
54+ 0.29% |
N/A
|
18.5K
$1.4M
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
54+ 0.72% |
N/A
|
7.5K
$571K
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
50+ 1.62% |
N/A
|
3.14K
$238K
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
50+ 0.69% |
N/A
|
7.25K
$552K
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
46+ 0.88% |
N/A
|
5.26K
$400K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
44New |
N/A
|
44
$3.35K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
41+ 8.82% |
N/A
|
506
$38.5K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
41+ 0.67% |
N/A
|
6.17K
$469K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
40New |
N/A
|
40
$3.04K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38New |
N/A
|
38
$2.89K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33New |
N/A
|
33
$2.51K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
32New |
N/A
|
32
$2.43K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
31New |
N/A
|
31
$2.36K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31New |
N/A
|
31
$2.36K
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
30+ 0.63% |
N/A
|
4.76K
$362K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
30+ 3.35% |
N/A
|
926
$70.4K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 0.48% |
N/A
|
6.09K
$463K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 0.62% |
N/A
|
4.08K
$310K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25+ 1.19% |
N/A
|
2.13K
$162K
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
22+ 0.54% |
N/A
|
4.07K
$309K
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.67% |
N/A
|
3.01K
$229K
|