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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.03M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.5K+ 10.98% |
N/A
|
136K
$10.3M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 207.35% |
N/A
|
19.9K
$1.51M
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1K+ 86.75% |
N/A
|
28.2K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 13.01% |
N/A
|
114K
$8.64M
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
13.1K+ 65.14% |
N/A
|
33.1K
$2.52M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$993K
|
|
Jun 14, 2024
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13K+ 448.79% |
N/A
|
15.9K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$970K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$930K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$929K
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$929K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
12.1K+ 87.87% |
N/A
|
25.9K
$1.97M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
11.9K+ 240.43% |
N/A
|
16.8K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.8K+ 3.81% |
N/A
|
322K
$24.5M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$896K
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
11.7K+ 80.23% |
N/A
|
26.3K
$2M
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$816K
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 16.73% |
N/A
|
72.2K
$5.49M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.3K+ 88.87% |
N/A
|
21.9K
$1.67M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.3K+ 88.87% |
N/A
|
21.9K
$1.67M
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$774K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$763K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$763K
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
10K+ 47.49% |
N/A
|
31.1K
$2.36M
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.94KNew |
N/A
|
9.94K
$755K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.72K+ 86.78% |
N/A
|
20.9K
$1.59M
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9.46KNew |
N/A
|
9.46K
$719K
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.19KNew |
N/A
|
9.19K
$699K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.66K+ 110.66% |
N/A
|
16.5K
$1.25M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.27K+ 179.6% |
N/A
|
12.9K
$978K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
8.19K+ 4.43% |
N/A
|
193K
$14.7M
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7.98KNew |
N/A
|
7.98K
$607K
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7.86KNew |
N/A
|
7.86K
$598K
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.83KNew |
N/A
|
7.83K
$595K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.54K+ 36.14% |
N/A
|
28.4K
$2.16M
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.49K+ 2.49% |
N/A
|
308K
$23.4M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.39K+ 5.06% |
N/A
|
153K
$11.7M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
7.37K+ 15.84% |
N/A
|
53.9K
$4.1M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.36K+ 1.29% |
N/A
|
577K
$43.9M
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7.2KNew |
N/A
|
7.2K
$548K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.19K+ 14.13% |
N/A
|
58K
$4.41M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$519K
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.82K+ 179.92% |
N/A
|
10.6K
$807K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.59KNew |
N/A
|
6.59K
$501K
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
6.59KNew |
N/A
|
6.59K
$501K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.47K+ 9.63% |
N/A
|
73.7K
$5.6M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6.41KNew |
N/A
|
6.41K
$487K
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.23KNew |
N/A
|
6.23K
$473K
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.17K+ 9.01% |
N/A
|
74.7K
$5.68M
|