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
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.6K+ 36.37% |
N/A
|
13.5K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.59KNew |
N/A
|
3.59K
$273K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.56K+ 12.27% |
N/A
|
32.6K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.56K+ 63.24% |
N/A
|
9.19K
$699K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
3.55KNew |
N/A
|
3.55K
$270K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.5K+ 100.0% |
N/A
|
7K
$532K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.49K+ 2.91% |
N/A
|
123K
$9.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.48KNew |
N/A
|
3.48K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.47K+ 7.95% |
N/A
|
47.1K
$3.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$262K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.44K+ 2.42% |
N/A
|
145K
$11.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$260K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 13.81% |
N/A
|
27.7K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.36K+ 58.87% |
N/A
|
9.08K
$690K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.34KNew |
N/A
|
3.34K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
3.34KNew |
N/A
|
3.34K
$254K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.3K+ 58.75% |
N/A
|
8.93K
$679K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.27KNew |
N/A
|
3.27K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.26KNew |
N/A
|
3.26K
$248K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$247K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$244K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.19K+ 24.05% |
N/A
|
16.5K
$1.25M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.18KNew |
N/A
|
3.18K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
3.16K+ 1.84% |
N/A
|
175K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.16K+ 3.48% |
N/A
|
94K
$7.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$239K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$236K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$235K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3.04K+ 7.06% |
N/A
|
46.1K
$3.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$231K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$231K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.04K+ 13.93% |
N/A
|
24.8K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.02K+ 6.72% |
N/A
|
48K
$3.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.98KNew |
N/A
|
2.98K
$226K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
N/A
|
2.94K
$224K
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$221K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$219K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$216K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.84KNew |
N/A
|
2.84K
$216K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$215K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$214K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$213K
|