Purchases and Sales Made in Q4 2022 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
754+ 29.36% |
$53.9K - $58.2K
|
3.32K
$253K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
747+ 18.9% |
$53.4K - $57.7K
|
4.7K
$357K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
745New |
$53.3K - $57.5K
|
745
$56.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
738+ 11.16% |
$52.8K - $57K
|
7.35K
$559K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
737+ 6.72% |
$52.7K - $56.9K
|
11.7K
$890K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
732+ 0.71% |
$52.4K - $56.5K
|
103K
$7.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
705+ 6.49% |
$50.4K - $54.4K
|
11.6K
$880K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
696+ 3.17% |
$49.8K - $53.7K
|
22.7K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
676+ 7.59% |
$48.4K - $52.2K
|
9.58K
$728K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
666+ 0.4% |
$47.6K - $51.4K
|
165K
$12.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
661+ 15.53% |
$47.3K - $51K
|
4.92K
$374K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
649+ 5.67% |
$46.4K - $50.1K
|
12.1K
$920K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
647New |
$46.3K - $49.9K
|
647
$49.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
632+ 4.14% |
$45.2K - $48.8K
|
15.9K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
627+ 14.17% |
$44.8K - $48.4K
|
5.05K
$384K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
622+ 6.97% |
$44.5K - $48K
|
9.55K
$726K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
616+ 1.64% |
$44.1K - $47.5K
|
38.1K
$2.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
612+ 4.96% |
$43.8K - $47.2K
|
13K
$985K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
601+ 1.76% |
$43K - $46.4K
|
34.8K
$2.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
598+ 0.5% |
$42.8K - $46.2K
|
120K
$9.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
583+ 4.62% |
$41.7K - $45K
|
13.2K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
575+ 2.7% |
$41.1K - $44.4K
|
21.9K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
575+ 5.22% |
$41.1K - $44.4K
|
11.6K
$881K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
573+ 6.16% |
$41K - $44.2K
|
9.87K
$751K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
562+ 18.16% |
$40.2K - $43.4K
|
3.66K
$278K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
556+ 1.04% |
$39.8K - $42.9K
|
54K
$4.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
532+ 8.27% |
$38.1K - $41.1K
|
6.97K
$530K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
529+ 4.39% |
$37.8K - $40.8K
|
12.6K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
511New |
$36.6K - $39.4K
|
511
$38.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
509+ 13.26% |
$36.4K - $39.3K
|
4.35K
$331K
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
507New |
$36.3K - $39.1K
|
507
$38.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
495+ 94.83% |
$35.4K - $38.2K
|
1.02K
$77.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
480New |
$34.3K - $37.1K
|
480
$36.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
462+ 15.09% |
$33K - $35.7K
|
3.52K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
457+ 1.13% |
$32.7K - $35.3K
|
41K
$3.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
456+ 8.72% |
$32.6K - $35.2K
|
5.68K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
453New |
$32.4K - $35K
|
453
$34.4K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
445+ 0.76% |
$31.8K - $34.3K
|
59.1K
$4.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
429+ 0.63% |
$30.7K - $33.1K
|
68K
$5.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
423+ 1.25% |
$30.3K - $32.7K
|
34.2K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
408+ 1.47% |
$29.2K - $31.5K
|
28.2K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
408New |
$29.2K - $31.5K
|
408
$31K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
406+ 4.24% |
$29K - $31.3K
|
9.99K
$759K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
397+ 22.84% |
$28.4K - $30.6K
|
2.14K
$162K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
392+ 2.94% |
$28K - $30.3K
|
13.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
391+ 0.58% |
$28K - $30.2K
|
67.8K
$5.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
391New |
$28K - $30.2K
|
391
$29.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
391+ 5.35% |
$28K - $30.2K
|
7.7K
$586K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
388+ 1.95% |
$27.8K - $29.9K
|
20.3K
$1.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
381+ 1.54% |
$27.3K - $29.4K
|
25.2K
$1.92M
|