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 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
809+ 5.87% |
N/A
|
14.6K
$1.11M
|
|
Jan 28, 2022
Q4 2021
|
Sl Advisors, LLC
|
BUY
|
- |
801+ 13.74% |
N/A
|
6.63K
$504K
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
798+ 19.99% |
N/A
|
4.79K
$364K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
797+ 21.93% |
N/A
|
4.43K
$337K
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
790+ 4.44% |
N/A
|
18.6K
$1.41M
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
775+ 1.04% |
N/A
|
75.6K
$5.75M
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
772+ 23.11% |
N/A
|
4.11K
$313K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
770+ 11.88% |
N/A
|
7.25K
$552K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
738+ 4.46% |
N/A
|
17.3K
$1.31M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
734+ 1.69% |
N/A
|
44.2K
$3.36M
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
730+ 1.69% |
N/A
|
43.9K
$3.34M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
725New |
N/A
|
725
$55.1K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
725+ 3.47% |
N/A
|
21.6K
$1.64M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
721+ 4.04% |
N/A
|
18.6K
$1.41M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
701+ 6.32% |
N/A
|
11.8K
$897K
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
700+ 3.88% |
N/A
|
18.8K
$1.43M
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
700+ 19.71% |
N/A
|
4.25K
$323K
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
697+ 0.14% |
N/A
|
484K
$36.8M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
679+ 0.91% |
N/A
|
75.4K
$5.73M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
650+ 0.82% |
N/A
|
79.6K
$6.05M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
650+ 15.99% |
N/A
|
4.72K
$359K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
631+ 0.98% |
N/A
|
65.3K
$4.96M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
619+ 194.04% |
N/A
|
938
$71.3K
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
614+ 3.02% |
N/A
|
21K
$1.59M
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
607+ 0.94% |
N/A
|
65K
$4.94M
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
605+ 10.16% |
N/A
|
6.56K
$499K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
605+ 3.32% |
N/A
|
18.8K
$1.43M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
595+ 61.28% |
N/A
|
1.57K
$119K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
594+ 12.42% |
N/A
|
5.38K
$409K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
594+ 12.42% |
N/A
|
5.38K
$409K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
591+ 19.49% |
N/A
|
3.62K
$275K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
586New |
N/A
|
586
$44.6K
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
578+ 9.54% |
N/A
|
6.64K
$505K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
570+ 6.95% |
N/A
|
8.77K
$667K
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
570+ 2.43% |
N/A
|
24K
$1.83M
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
562+ 7.56% |
N/A
|
8K
$608K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
556+ 7.22% |
N/A
|
8.25K
$628K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
525New |
N/A
|
525
$39.9K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
519New |
N/A
|
519
$39.5K
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
513+ 3.45% |
N/A
|
15.4K
$1.17M
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 6.7% |
N/A
|
7.96K
$605K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
483+ 1.35% |
N/A
|
36.2K
$2.75M
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
466+ 3.38% |
N/A
|
14.3K
$1.08M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
465+ 1.72% |
N/A
|
27.5K
$2.09M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
464+ 14.89% |
N/A
|
3.58K
$272K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
460+ 7.03% |
N/A
|
7.01K
$533K
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
444+ 10.67% |
N/A
|
4.61K
$350K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
444+ 4.65% |
N/A
|
10K
$760K
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
435+ 6.37% |
N/A
|
7.26K
$552K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
433New |
N/A
|
433
$32.9K
|