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 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.53K+ 43.04% |
N/A
|
5.07K
$385K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 24.41% |
N/A
|
7.76K
$590K
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$115K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.48K+ 10.84% |
N/A
|
15.1K
$1.15M
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$106K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$106K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.39K+ 9.35% |
N/A
|
16.3K
$1.24M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.37K+ 5.91% |
N/A
|
24.6K
$1.87M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.34K+ 32.26% |
N/A
|
5.48K
$417K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.31K+ 17.92% |
N/A
|
8.62K
$656K
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.3K+ 30.24% |
N/A
|
5.6K
$426K
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$98.9K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.29K+ 37.59% |
N/A
|
4.72K
$359K
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.29K+ 3.18% |
N/A
|
41.9K
$3.18M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 23.81% |
N/A
|
6.59K
$501K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.26K+ 3.17% |
N/A
|
41K
$3.12M
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.25K+ 23.48% |
N/A
|
6.57K
$500K
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
1.24K+ 12.7% |
N/A
|
11K
$836K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.22K+ 1.88% |
N/A
|
66.3K
$5.04M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.21K+ 2.8% |
N/A
|
44.4K
$3.38M
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.17K+ 0.45% |
N/A
|
261K
$19.8M
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1.17K+ 153.48% |
N/A
|
1.93K
$147K
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$88.5K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.16K+ 8.88% |
N/A
|
14.2K
$1.08M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.14K+ 15.51% |
N/A
|
8.49K
$645K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$85.5K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 9.81% |
N/A
|
12.6K
$956K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 4.26% |
N/A
|
26.7K
$2.03M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.07K+ 12.72% |
N/A
|
9.52K
$724K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 5.41% |
N/A
|
20.2K
$1.54M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.02K+ 8.28% |
N/A
|
13.4K
$1.02M
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.02K+ 3.57% |
N/A
|
29.5K
$2.25M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1K+ 7.33% |
N/A
|
14.7K
$1.12M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
N/A
|
1K
$76K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
978+ 22.51% |
N/A
|
5.32K
$405K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
975+ 2.71% |
N/A
|
36.9K
$2.81M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
940+ 2.5% |
N/A
|
38.5K
$2.93M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
930New |
N/A
|
930
$70.7K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
902New |
N/A
|
902
$68.6K
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
900New |
N/A
|
900
$68.4K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
900New |
N/A
|
900
$68.4K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
894+ 0.27% |
N/A
|
330K
$25.1M
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
890+ 1.91% |
N/A
|
47.6K
$3.62M
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
881New |
N/A
|
881
$67K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
878New |
N/A
|
878
$66.8K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
872+ 20.12% |
N/A
|
5.21K
$396K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
854+ 9.41% |
N/A
|
9.93K
$755K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
851+ 5.09% |
N/A
|
17.6K
$1.33M
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
850+ 3.05% |
N/A
|
28.7K
$2.18M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
827New |
N/A
|
827
$62.9K
|